Initiate, execute, lead and support customers on managed services engagements, providing financial analysis, project control, custom reporting, and analytical support
Gather and document requirements for custom reports using excel and business intelligence tools; develop, test and document these highly technical and innovative solutions to meet customer needs
Serve as a key resource across Unanet on capabilities and functionality of BI/Analytics offerings
Design and develop custom Analytics entities (e.g., dashboards, reports, visualizations) for customers per their requirements, including via BI tools or Excel as needed
Work with broader Technical Services Group to develop packaged offerings and support or customize those offerings for customers
Support the customer throughout implementation to contribute to successful adoption of Unanet and BI/Analytics solutions
Lead customer reporting training
Ensure projects remain on schedule and within budget, proactively setting expectations and identifying and communicating risks
Maintain established target utilization
Support multiple, concurrent implementations in an organized fashion
Support continuous improvement of Professional Services processes and procedures
Contribute as a Unanet Subject Matter Expert to our Knowledge Center
Stay up to date on new Unanet product features and functionality
Requirements
5+ years’ experience with advanced Excel functions (e.g., Array, Visual Basic for Applications, Power Query M Language)
Demonstrated proficiency in developing complex Excel workbooks using advanced functions and manipulating large data sets
Proficiency in project planning and forecasting, GL budgeting, and standard Unanet reporting capabilities
Strong proficiency in developing complex custom reporting solutions leveraging various business intelligence tools (e.g., Power BI, Cloud Data Warehouse, Exago)
Proficient in financial data analysis and project control techniques
Prior ERP or financials software experience
Strong written, verbal, interpersonal and client-facing skills
Strong organizational and analytical skills with ability to lead multiple concurrent projects
Willingness to travel to client sites (up to 25%)
Benefits
Eligible for employee equity
Eligible for discretionary bonus compensation
Participate in Unanet’s employee benefits plans and programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced Excel functionsVisual Basic for ApplicationsPower Query M Languagecomplex Excel workbooksbusiness intelligence toolsPower BICloud Data WarehouseExagoSQLfinancial data analysis