Cloud EPM Solutions Architect Job - Los Angeles San Francisco San Diego Seattle

A leader in cloud-based (SaaS) financial applications for budgeting, planning, consolidation, reporting, and analytics for enterprise performance management (EPM), is seeking a Solutions Architect to provide oversight on product deployment/implementations for new customers. The client is a fast-growing, private company backed by leading venture with offices around the globe.

Job Description

  • A strong track record designing & implementing  successful project life cycles.
  • Experience managing projects with a minimum of three resources 6 months in length.
  • 5 plus years managing projects supporting finance activities, i.e. treasury systems, ERP, EPM, GL or Payroll systems or EPM solutions such as Hyperion, Cognos, BPC/OutlookSoft, others.
  • Managed client side relationship for a team of 5 or more including scope, resources & dollars.
  • Possess the ability to identify, track, monitor and communicate project related issues, scope changes, variances and contingencies that may arise during the project life cycle.
  • Needs to have strong ability to interact with the sales team on sales calls similar to a pre-sales engineer.
  • Outgoing driven personality capable of providing persuasive presentations for prospective customers as well as the management team.
  • Be part of the professional services team and will be helping the team drive metrics and margins (billable resource).
  • Ability to hold whiteboard discussions interacting with clients for requirements gathering exercises and building those into a functional spec/design for implementation of the solution by a Project Manager.
  • Ability to run multiple cycles simultaneously with oversight of the Project Manager.
  • Self-sufficient requiring little to no management and oversight.
  • Advanced Knowledge of MS Excel (MS Suite) and MS Projects are essential.
  • Ability to travel 30% of the time.


Skills and Experience

  • BS in Accounting or Finance or MBA.
  • Strong organization, written and communication skills.
  • Strong sense of urgency, attention to detail, quick learner, highly organized and proactive.
  • The ability to multitask and handle tight deadlines and timeframes.
  • The ability to communicate with and manage project team, executive stakeholders and steering committee expectations.
  • The ability to create and manage forecasted revenue and expense by project.
  • Experience documenting, developing and presenting business process and requirements.
  • Demonstrates strong analytics, collaboration and problem solving skills.
  • Strong history of working in a fast pace environment.


Nice to Have

  • Experience with enterprise planning software and/or financial application software.
  • Have worked for a SaaS company before
  • Have worked for a software company before
  • Has managed their own utilization target
  • Certified in PMP.
  • Prior EPM/ CPM implementation experience (i.e. Cognos, Hyperion, BPC/OutlookSoft, TM1 etc.)


Location: Location: SFO Bay Area, San Jose, San Francisco, San Diego, Seattle, Portland

To apply, contact Dan at Fairwinds Recruiting.

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