Lead Consultant

June 6, 2026

Other Jobs To Apply

This position will own a project workstream. Lead Consultants are responsible for managing a project workstream during a Corporate Performance Management (CPM) implementation and will be accountable for driving these items through to completion. This includes coordinating the workstream tasks assigned to other project resources. Responsibilities <ul> <li>Lead project workstream(s) with little to no guidance from project leadership.</li> <li>Builds own plan to achieve desired out-put including scoping, planning and delivery of tasks within a workstream.</li> <li>Produce high quality work product.</li> <li>Understands the requirements of workstream, identifies gaps in requirements and works to obtain clarity with client for a finalization of what is required and expected.</li> <li>Enable client decision making by identifying viable solutions including pros & cons and time estimates.</li> <li>Provide guidance to, and effectively work with, other workstreams within a project.</li> <li>Collaborate with the project team to achieve project milestones.</li> <li>Serve as project team SME (Subject Matter Expert) for workstream and lead project resources in the delivery of workstream tasks.</li> <li>Proficient in most build and development tasks associated with a particular workstream, including scripting and business rule creation.</li> <li>Possess thorough, detailed knowledge of functional topics and processes including consolidation accounting, planning, budgeting, and cash flow with the ability to interpret a client's forecasting process and identify requirements to meet their needs.</li> <li>Serve as a trusted associate to the project leadership, ensuring assigned tasks will be completed on-time and will exceed client's expectations.</li> <li>Escalate project risks to project leadership on a timely basis.</li> <li>Demonstrate willingness to jump in and assist with other workstream tasks as needed.</li> <li>Build and develop authentic client and Finit relationships.</li> <li>Ensure a respectful and team-oriented work environment on projects.</li> <li>Provide real-time on-the-job feedback to team members. Communicate openly with clients to obtain real-time feedback.</li> <li>Participate in internal Finit activities.</li> <li>Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise.</li> </ul> Skills: <ul> <li>Lead Consultants will typically have 3+ years' experience with CPM software and/or the financial close cycle.</li> <li>Bachelor's degree or foreign equivalent required from an accredited institution.</li> <li>Ability to develop and test formulas and rules while crafting a solution.</li> <li>Understanding of the project lifecycle.</li> <li>Understanding of broad external reporting requirements, and ability to understand how accounting and reporting practices would influence application design and functionality.</li> <li>Previous experience managing a small team or a workstream a plus.</li> <li>Excellent written and verbal skills as well as capability of tailoring communication based on the knowledge and needs of specific audiences.</li> <li>Outstanding interpersonal skills to assist with managing project stakeholders within the expectations of Finit's core values.</li> <li>Energized by projects with high degree of uncertainty.</li> <li>Strong problem solving and troubleshooting skills with the ability to exercise consistently good judgment.</li> <li>High competence in the Microsoft Office suite (Word, Excel, PowerPoint).</li> </ul> Qualifications: <ul> <li>Previous OneStream experience a plus.</li> <li>Bachelor's degree or foreign equivalent a plus.</li> <li>CPA a plus.</li> </ul> <hr> The Finit Culture: We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach. Benefits: <ul> <li>Excellent Medical Plan</li> <li>Dental & Vision Insurance</li> <li>Life Insurance</li> <li>Short & Long Term Disability Insurance</li> <li>Profit Sharing</li> <li>Yearly company trip for every employee and a guest</li> <li>Flexible PTO with no hard limit on vacation.</li> <li>Paid Holidays</li> <li>Retirement Plan</li> <li>"Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services)</li> <li>3 month paid sabbatical after 10 years of employment</li> <li>Charitable Donation Match</li> <li>Paid Time Off to volunteer</li> </ul> Why Finit: <ul> <li>Strong family culture characterized by good-natured, humble people who like helping each other learn and grow.</li> <li>Opportunities for a wide variety of project work across many industries.</li> <li>2 weeks per year of training and professional development.</li> <li>Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002.</li> </ul> EEO Statement: Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws. Finit complies with federal and state laws concerning the employment of persons with disabilities. Finit will reasonably accommodate qualified individuals with disabilities. If reasonable accommodation is needed during the recruitment process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please direct your inquiries to Nicole Emerson, Managing Director, People & Culture. Remote Workplace: Employees at Finit primarily work remotely. Our consultants may have some travel requirements to client locations. Our main corporate office is located in Cincinnati, OH and may be used for collaborative work. E-Verify Employer: Finit is an E-Verify employer. E-Verify is an internet-based system that compares information from your Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) to confirm that you are authorized to work in the United States. Physical Requirements: The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings. <ul> <li>Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday.</li> <li>Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday.</li> <li>Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday.</li> <li>Lifting and Carrying: <ul> <li>Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds.</li> <li>Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel.</li> <li>Frequent or Constant Lifting: Not typically required for this role.</li> </ul> </li> <li>Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday.</li> <li>Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday.</li> </ul>

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...