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: Strong interpersonal skills to translate technical and financial requirements across teams.
