Success Factors

Responsibilities

• Lead discovery with clients to assess business objectives, operational challenges, and reporting requirements, and recommend the FP&A modules and solution components best aligned to their needs.
• Integrate FP&A solution and its modules into the client's current financial platforms
• Provide ongoing support after integration (training, prototype sessions)
• Develop and facilitate customized learning to meet the client's needs prior to launch
• Collaborate with the client to build models based on their needs
• Develop and lead implementation strategies, governance structures, and project plans, including facilitation of weekly status meetings, executive updates, and issue-resolution discussions as needed.
• Manage project scope, tasks, deadlines, budgets and work with project team through implementation
• Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights

• Maintain strict confidentiality of client, employee, and firm information while upholding professional standards, data security expectations, and firm policies.

People Management/Relationships

• Takes initiative to be a team player (seeks out opportunities to help others)
• Treats everyone with respect
• Develops loyalty and trust with team
• Successfully adapts to different personalities and working styles
• Proactively and effectively communicates information regarding status issues to team members
• Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions

Business Growth (if applicable)

Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success

Required Skills

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Ability to work independently and under pressure, meet deadlines and work on multiple projects simultaneously
• Strong project and time management skills
• Collaboration with geographically disbursed teams
• Problem solving, conceptual and analytical skills; ability to shift focus and adapt to change

Education, Experience and Certifications

• Bachelor’s degree or commensurate experience
• Background in accounting and/or financial planning & analysis (FP&A) and experience in budgeting, forecasting and financial reporting/consolidation preferred
• Minimum of five years’ experience in an RKLe approved FP&A solution
• Proficiency with Microsoft Office Suite
• Advanced knowledge in Microsoft Excel and SQL (or equivalent databases)
• Excellent organizational skills  and ability to thrive and adapt in a fast paced environment
• Excellent attention to detail with the ability to manage multiple projects

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external customers as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range: