A Vena Implementation Consultant is expected to guide organizations through deploying, configuring, and optimizing Vena Solutions, an Excel-native Corporate Performance Management (CPM) platform.
Core Responsibilities
Requirement Gathering: Lead discovery workshops with stakeholders to map out business processes, financial models, and reporting needs.
System Configuration: Build and configure data models, financial templates, dimensions, and automated approval workflows within Vena.
Data Integration: Connect Vena with source systems like ERPs (e.g., NetSuite, SAP, Microsoft Dynamics) to automate actuals data loads.
Reporting & Dashboards: Design management reports, variance analysis tools, and dynamic dashboards for finance teams and executives.
User Enablement & Training:
Deliver hands-on training so client administrators and end-users can independently run and maintain the platform post-launch.
Project Delivery: Collaborate with Project Managers to ensure project milestones are hit on schedule and within scope.
Key Skills Required
Financial & FP&A; Knowledge: Understanding of budgeting, forecasting, financial close, and reporting processes.
Excel Expertise: Advanced Microsoft Excel proficiency, as Vena relies on an Excel interface.
Technical Aptitude: Experience with data modeling, database concepts, and system integrations.
Communication: Solid interpersonal skills to translate technical and financial requirements across teams.