Vena Solutions

SaaS financial planning with Excel integration

EPM Implementation Consultant

Implementation & Technical Account ManagementUpdated on Nov 13

Full-time₹1.7M - ₹2.1M

About the Job

Requirements

Three to five or more years of experience in software implementation, financial planning and analysis, or accounting is preferred.
Experience working as a consultant or in a client-facing role, ideally in a professional services environment, is preferred.
Previous experience with enterprise performance management or corporate performance management implementation is strongly preferred.
A strong understanding of accounting and/or financial planning and analysis concepts is preferred.
Ability to work collaboratively in a team environment and present effectively to all levels in an organization.
Experience applying quantitative, conceptual, and analytical problem-solving skills.
Strong Microsoft Excel skills.
Experience in data integration and data modeling, or willingness to learn.
Experience or knowledge of database management, including extract, transform, and load, Oracle, or SQL Server.
Interest in artificial intelligence and willingness to explore AI-driven solutions to enhance performance and drive efficiencies.
Ability to work an evening shift from 5:00 p.m. to 2:30 a.m. India Standard Time to support the North American team.

Responsibilities

Implement the Vena product for customers, configuring data models, financial templates, and reports, integrating data from customer systems, and setting up automated workflows.
Deliver against customer satisfaction and time-to-value metrics.
Participate in on-site or virtual customer workshops to elicit business and technical requirements.
Enable customers to adopt the product and maximize value from their Vena investment through communication and product guidance.
Work closely with project managers day-to-day to deliver projects on time and on budget, proactively communicating issues as needed.
Learn the product independently, take a hands-on approach, and ask questions.
Continuously learn new technology and improve business processes for customers.
Take initiative to find answers and grow in the role.

Desired Qualifications

Experience in software implementation, financial planning and analysis, or accounting.
Consulting or client-facing experience, ideally in a professional services environment.
Previous enterprise performance management or corporate performance management implementation experience.
Strong understanding of accounting and/or financial planning and analysis concepts.

This role is based Remotely/Hybrid.

Consultants are required to work an evening shift (5pm to 2:30am IST) to support our North American team.

Our clients are exploring how Vena can improve their financial processes. With so many choices, they are looking for guidance on the best practice and approach to realize their goals. This is where our Consultants come in. Consultants are responsible for execution of excellence: implementing the Vena product from initiation to close, and enabling our customers for success. We pride ourselves on having some of the best consultants in the industry.

Implement the Vena product for our customers, being responsible for configuring the data model, financial templates and reports, integrating data from customer systems and setting up automated workflows
Deliver against our customer satisfaction and time-to-value metrics
Actively participate in on-site or virtual workshops with customers to elicit business and technical requirements
Enable customers through your superb communication skills to adopt the product and maximize value from their Vena investment
Work closely with Project Managers day-to-day to deliver projects on time and on budget, proactively communicating issues as needed
Be a self starter when learning our product, demonstrate a get-your-hands-dirty approach and ask lots of questions

3-5+ years of experience in Software Implementation, or Financial Planning & Analysis (FP&A) / Accounting preferred
Experience working as a consultant or in a client‑facing role, ideally within a Professional Services environment preferred
Previous experience with EPM/CPM implementation strongly preferred
Strong understanding of Accounting and/or FP&A concepts preferred
A passion for continuously learning new technology, and improving business processes for our customers
Resourcefulness and eagerness to learn and grow, takes initiative to find answers
Excellent communication skills, proactively asks thoughtful questions, and demonstrates understanding of customer needs
Ability to work collaboratively in a team environment, and present effectively with all levels in an organization
Experience in applying problem solving skills (quantitative, conceptual, analytical)
Strong Microsoft Excel skills
Data Integration and data modeling experience, or a willingness to learn
Experience or knowledge of database management (i.e. ETL, Oracle, SQL Server, etc.)
Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies

Base salary range: 17,00,000 - 21,00,000 INR

*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.

About the Company

Vena Solutions

SaaS financial planning with Excel integration

Vena Solutions provides a SaaS financial planning and management platform called Vena Complete Planning. It sits in the cloud and connects to Microsoft Excel, so users can keep using a familiar tool while gaining more planning power. The product uses artificial intelligence and flexible data modeling to combine financial, operational, and other data, delivering insights and automating routine tasks. It also offers automated workflows, integrations with source systems, and strong security within a structured database, helping teams collaborate and make better financial decisions. What sets it apart is the combination of Excel-based workflows with a full planning platform, enterprise-grade security, and cross-department data connections that reveal dependencies and trends. The company aims to help businesses streamline their planning processes, improve financial resilience, and drive growth.

Company size: 501-1,000
Company stage: Series C
Total funding: $415M
Headquarters: Toronto, Canada
Founded: 2011

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