Partner Consultant
Xero
Cloud
Implementation Advisor – Financial Technology
PSD
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Act as Project Manager on small to large sized multi-phase FMW web budget or Citywide Budgeting Cloud software implementation projects
- Plan, track and communicate throughout the software implementation project lifecycle, managing project constraints to achieve client success objectives
- Manage client expectations and serve as a subject matter expert providing best-practice solutions and advice
- Facilitate requirements gathering sessions and provide software demonstrations to explain capabilities
- Create and maintain configuration, testing, process, and project documentation; configure the FMW model components based on needs analysis
- Analyze data to determine best course of action and configuration
- Develop detailed technical specifications for import/export of data, custom add-in routines and support issues
- Utilize internal Project Management Software to communicate and manage project lifecycle and prepare reports and status updates
- Understand product release and patch process and plan potential client impact
- Discuss JIRA tickets during team status meetings, collaborate on solutions, prioritize requirements and escalate client issues
- Travel to clients throughout Canada and the USA to provide on-site workshops
- Other duties as assigned
Requirements
- 3-5 years experience in a similar role or related field implementing complex software modules
- College or University Degree in Accounting
- Experience working with Municipal clients and discussing financial concepts in a project environment
- Experience interacting with senior level executives including CFOs, VPs and front line finance staff
- Knowledge of Municipal Finance Accounting & Budgeting
- CPA designation is an asset
- 3-5 years experience with project management tools, methodologies and best practices
- Experience with PMIS software such as Mavenlink, Smartsheets or MS Project
- Experience in Accounting, report designing and/or budgeting
- Strong interpersonal, presentation and public speaking skills
- Strong organizational and time management skills, ability to multi-task projects
- Proficient with Google Suite, GoTo Meeting, Zoom, Kantata and Salesforce
- Growth and entrepreneurial mindset
- Valid driver's license and passport for travel
- Advanced skills with MS Word and Excel
