Financial Planning and Analysis

• Act as FP&A Lead in delivery projects, providing oversight and ensuring alignment to customer objectives
• Collaborate on sales handovers to ensure a seamless project transition
• Design scalable, cost-effective customer solutions with a focus on reducing complexity
• Act as a trusted advisor, delivering insights and best practices drawn from experience
• Support project governance including design, timelines, budgets, risks, and change management
• Provide quality assurance across multiple concurrent FP&A implementations
• Coach, mentor, and provide constructive feedback to colleagues
• Work with customer data teams to ensure seamless integration of financial and operational data sources
• Enable predictive analytics and scenario modeling to support agile decision-making
• Implement agile planning processes, including rolling forecasts and driver-based models
• Help customers establish KPIs and track financial and operational performance
• Support cross-functional planning by aligning Finance with HR, Sales, and Operations
• Collaborate with Project Managers and Customer Success teams to ensure smooth post-implementation transition
• Support ongoing customer success efforts, business case realization and upsell identification
• Conduct solution reviews and customer health checks to maximize adoption and expansion
• Stay current on emerging technologies, regulations, and FP&A best practices and contribute to product boards
• Represent Unit4 at industry events and maintain strong internal stakeholder engagement

Senior FP&A Consultant

Finance and Risk Consultant

Strategic Financial Analyst

Intern, Finance

Senior Sales Manager – Alternative Investments

Finance Professional