Quisitive

Implementation Specialist

• Lead end-to-end Board EPM solution implementations, including requirements gathering, design, configuration, testing, deployment, and user enablement.
• Translate FP&A processes (Budgeting, Forecasting, Consolidations, Reporting) into scalable Board models.
• Facilitate client workshops, discovery sessions, and process design interviews.
• Manage project timelines, deliverables, and client expectations.
• Collaborate with PMO, solution architects, and technical team members to ensure successful delivery.
• Create executive-level documentation, dashboards, and training materials.
• Support continuous improvement of delivery methodology and internal accelerators.

Senior Implementation Consultant – Board EPM

Consultant

• Lead End‑to‑End Dynamics CE Solutions
• Own architecture across the full lifecycle: discovery, design, build, and deployment
• Partner with clients to understand business goals, challenges, and operating realities
• Translate complex business needs into practical, scalable Dynamics 365 CE solutions
• Make sound architectural decisions and clearly articulate tradeoffs
• Be a Hands‑On Techno‑Functional Leader
• Design and validate configurations, customizations, extensions, and integrations
• Work side‑by‑side with functional consultants and developers during delivery
• Stay engaged through build, testing, and deployment—not just design sign‑off
• Ensure solutions align with Microsoft best practices, security, and compliance standards
• Serve as a Trusted Client Advisor
• Lead discovery and solutioning conversations with stakeholders at all levels
• Help customers understand what’s possible—and what’s practical—within Dynamics CE
• Bring a solution mindset, challenging assumptions when needed to drive better outcomes
• Support pre‑sales efforts with confidence, credibility, and clarity
• Drive Quality & Craftsmanship
• Review and approve functional and technical designs
• Provide quality oversight to ensure solutions are supportable and production‑ready
• Ensure documentation is clear, accurate, and usable by delivery and support teams
• Take accountability for solution quality and customer outcomes
• Grow the Team & the Practice
• Mentor consultants and senior consultants through real delivery work
• Actively share knowledge and help elevate solution quality across engagements
• Support continuous improvement in delivery approaches and standards

Lead Consultant – Microsoft Dynamics 365 CE

Security Engineer

• Partner with Security Coaches and Customer Success Managers (CSMs) to assess, harden, and continuously improve customer security postures across Microsoft 365 and Azure.
• Own delivery for complex initiatives such as Zero Trust, threat detection/response, compliance programs.
• Participate in technical workshops and solution alignment sessions.
• Emphasize measurable outcomes, clear roadmaps, and repeatable implementation patterns
• Design and tune Sentinel analytics rules, UEBA, data connectors, and KQL queries; implement playbooks for triage and automated response.
• Lead Information Protection implementations: sensitivity labels, automatic/manual labeling, policy scoping.
• Deploy Purview DLP for Exchange/SharePoint/OneDrive/Endpoints and establish data lifecycle and retention policies.

Senior Security Consultant

• Lead organizational change management activities for Microsoft technology initiatives, including application deployments, platform rollouts, and user adoption programs
• Design, develop, and facilitate OCM workshops, training sessions, and learning materials to support adoption of Microsoft solutions such as Dynamics 365, Copilot, and the broader M365 ecosystem
• Apply structured change management methodologies (e.g., Prosci) to guide organizations through digital transformation and ensure effective technology uptake
• Conduct readiness assessments, identify key stakeholders, and define project goals, success metrics, and adoption strategies
• Lead OCM workstreams, managing milestones, deliverables, interdependencies, and timelines
• Mentor, coach, and support junior consultants in developing OCM capabilities and delivery excellence
• Support presales activities, including the development of proposals, Statements of Work (SOWs), and level‑of‑effort estimates for OCM engagements
• Champion the value of OCM across the organization by educating delivery and sales teams on how change management accelerates technology adoption and maximizes customer ROI
• Create and deliver internal communications, training, and enablement materials to help teams position OCM services effectively
• Serve as an internal advocate for OCM by sharing success stories, leading practices, and measurable outcomes to build organizational confidence in OCM offerings
• Collaborate with sales and delivery teams to craft compelling value propositions and presentations that highlight the benefits of OCM in Microsoft technology projects

Lead Organizational Change Management Consultant – Microsoft Solutions

Cloud Engineer

• Provide leadership for strategic accounts
• Design, implement, and operate cloud solutions
• Deploy Azure based solutions across various industries
• Serve as Enterprise Architect and Cloud Ops Lead

Senior Azure Engineer

Financial Planning and Analysis

• Become an expert in the Board EPM tool
• Assist in high-level design and solution architecture
• Assist in the implementation of solutions in the client environment
• Support senior consultants on proof-of-concept assignments
• Provide project management support
• Prepare client training material and other supporting documentation
• Assist in other consulting/advisory projects.

Financial Analyst, EPM / CPM

• Participate in end‑to‑end delivery of roadmap items produced in Security Coaching and Advisement sessions (identity, endpoint, data, app, network control planes).
• Translate Zero Trust principles into tangible controls and guardrails across Entra ID (CA, MFA, PIM), Intune (hardening, ASR), Defender (Endpoint/Identity/Cloud Apps/M365), Sentinel (analytics, automation), and Microsoft Purview (labels, policies, DLP, Insider Risk, eDiscovery).
• Define success criteria and validation steps; capture outcomes in status reports and executive summaries for SAW/QBR meetings.
• Design and tune Sentinel analytics rules, UEBA, data connectors, and KQL queries; implement playbooks (Logic Apps) for triage and automated response.
• Integrate Defender signals and Purview events into incident workflows; reduce mean time to detect/respond via targeted automation.
• Collaborate with MDR/SecOps to align call-trees/escalations with ticketing processes; rationalize alert sources to minimize noise and maximize fidelity.
• Lead Information Protection implementations: sensitivity labels, automatic/manual labeling, label-scoped encryption, and policy scoping for prioritized data sets.
• Deploy Purview DLP for Exchange/SharePoint/OneDrive/Endpoints; build rules, exclusions, incident routing, and user education workflows.
• Stand up Insider Risk indicators, policies, and triage processes; ensure appropriate privacy/configuration baselines and stakeholder governance.
• Guide eDiscovery (Standard/Premium): case design, hold/collection strategies, review workflows, legal/compliance stakeholder alignment.
• Establish data lifecycle and retention policies that balance security, compliance, and usability.
• Harden identity: Conditional Access, phishing‑resistant MFA, access reviews, privileged access management (PIM), break‑glass patterns.
• Harden endpoints: Intune baselines, configuration profiles, ASR rules, endpoint DLP, device compliance gates; integrate with Defender for Endpoint.
• Harden cloud services: Defender for Cloud Apps (discovery, session policies), secure collaboration and guest access, email security in Defender for Office 365.
• Assist with mapping controls to NIST CSF, CIS, HIPAA, SOC 2, and customer‑specific requirements; produce evidence, control narratives, and remediation plans.
• Partner with Security Coaches to convert framework gaps into a sequenced, budget‑aware case backlog and measurable milestones.
• Assist and/or lead technical workshops, discovery sessions, and monthly stand‑ups; present findings and recommendations to both technical and executive audiences.
• Create clear artifacts (runbooks, standard operating procedures, reference architectures) and mentor associate consultants on delivery quality.
• Proactively identify account growth opportunities and collaborate with CSMs to shape scope.

Senior Security Consultant, Microsoft

• Assist in reviewing security incidents, threat trends, and Sentinel/M365 Defender alerts as part of Spyglass Security Coach Sessions.
• Support compliance-driven security activities (e.g., SOC 2, HIPAA, NIST CSF, CIS benchmarks) under senior team guidance.
• Help prepare security dashboards, recurring status summaries, and executive‑level reporting for client workshops and advisement sessions.
• Participate in tactical sessions to review threat intelligence, customer security posture, and recommended next steps.
• Support MDR/SecOps workflows by validating data, analyzing behavioral alerts, and preparing escalation notes where needed.
• Contribute to zero‑trust, identity, endpoint, and cloud configuration reviews.
• Assist in executing security improvements such as: Entra ID conditional access policies, Defender for Endpoint onboarding, M365 security configuration, Logging, monitoring, and secure score remediation.
• Support vulnerability management activities by validating scan results and coordinating remediation steps.
• Participate in client-facing workshops, alignment sessions, and monthly/quarterly advisement meetings.
• Work with Security Coaches, CSMs, and technical leads to prepare agendas, meeting content, and follow‑up action plans.
• Document customer environment details, changes, risks, and updates in internal systems.
• Maintain accurate time entries, notes, and case updates.
• Follow established delivery processes and escalate issues appropriately.
• Contribute to continuous service improvement by identifying recurring patterns or gaps.