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CPA Solutions Consultant

Location: Remote
Compensation: To Be Discussed
Reviewed: Tue, Jul 14, 2026
This job expires in: 30 days

Job Summary

To support a growing financial planning practice, the full-time remote CPA Solutions Consultant will architect and build solutions, serve the Office of the CFO, and lead technical workshops to demonstrate the platform's value to finance leaders.

Key responsibilities
  • Architect and build financial solutions by designing, modeling, and configuring proof-of-concepts within the platform
  • Act as a trusted advisor to CFOs and VPs of Finance, translating complex business requirements into technical logic
  • Lead technical workshops to define business logic, map data flows, and build customized financial models
Required qualifications
  • BA/BS degree in Finance, Accounting, Information Systems, or a related field
  • CPA or CA designation is highly preferred
  • 3+ years of experience in EPM implementation, Sales Engineering, or Technical Finance roles
  • Deep modeling experience in at least one major EPM product
  • Strong understanding of data architecture and financial statements

COMPLETE JOB DESCRIPTION

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