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 energetic 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.