FP&A Acterys Consultant

We have a 3 month (with potential extension) for a FP&A Acterys Consultant. The position is 100% remote but the hours are pacific time zone. • The consultant that will assist the FP&A manager with implementing the Acterys EPM tool. • The implementation is in progress with vendor (Acterys) support in place. • Internal resources are identified and in place to assist with Oracle data sourcing. • Requirements: • 1. Acterys (or similar)-Specific Experience • Proven hands-on experience implementing Acterys for FP&A reporting • Familiarity with: • Data models (standard vs. customized) • Acterys cubes, dimensions, and hierarchies • Prebuilt financial statements and KPIs • Experience configuring: • Actuals, budget, forecast • Scenarios and versions • Understanding of Acterys (or similar tool) best practices vs. over-customization risks • • 2. Finance & FP&A Expertise • Strong FP&A background (not just technical BI skills) • Ability to design: • Budgeting and planning structures • Cost center and business unit reporting • KPI and driver-based views • Experience with: • Variance analysis (Actual vs Budget vs Forecast) • Executive and board-level reporting • • 3. Source System Integration (Power BI / ERP / Planning) • Integrating Acterys with: • ERP systems (e.g., Oracle, NetSuite, SAP, Dynamics, QuickBooks) • Power BI as the front-end • Mapping chart of accounts, cost centers • • 4. Reporting & Dashboard Design (Excel and Power BI) • Design intuitive Power BI reports powered by Acterys models • Apply FP&A reporting best practices: • Consistent layouts • Clear variance views • Drill-down from summary to transaction level • Optimize performance for large datasets • Ensure reports are scalable as business complexity grows • 5. Data Modeling & Architecture • Decide when to use: • Standard models vs. custom extensions • Design dimensions and hierarchies aligned with FP&A needs • Ensure: • Reconciliation between Acterys and source systems • Auditability of numbers • Manage historical data and restatements • 7. Implementation & Project Management • A clear understanding of implementation roadmap: • Data ingestion • Model setup • Report development • Testing & go-live • Experience with phased delivery (e.g., OPEX first, then Budgeting, then CAPEX) • • 8. Testing, Validation & Reconciliation • Reconcile Acterys outputs to ERP / legacy reports • Support UAT with FP&A users • Validate: • Time intelligence (MTD/YTD/rolling) • Variance logic • Resolve data and performance issues quickly • • 9. Security & Access Control • Experience with internal controls setup and changes • 10. Knowledge Transfer & Enablement • Ability to train end users on basic functions of their reports and budgeting function • Ability to draft user guides and technical documentation No fields configured Please contact your admin to configure this card Job Description We have a 3 month (with potential extension) for a FP&A Acterys Consultant. The position is 100% remote but the hours are pacific time zone. The consultant that will assist the FP&A manager with implementing the Acterys EPM tool. The implementation is in progress with vendor (Acterys) support in place. Internal resources are identified and in place to assist with Oracle data sourcing. Requirements: 1. Acterys (or similar)-Specific Experience • Proven hands-on experience implementing Acterys for FP&A reporting • Familiarity with: • Data models (standard vs. customized) • Acterys cubes, dimensions, and hierarchies • Prebuilt financial statements and KPIs • Experience configuring: • Actuals, budget, forecast • Scenarios and versions • Understanding of Acterys (or similar tool) best practices vs. over-customization risks 1. Finance & FP&A Expertise • Strong FP&A background (not just technical BI skills) • Ability to design: • Budgeting and planning structures • Cost center and business unit reporting • KPI and driver-based views • Experience with: • Variance analysis (Actual vs Budget vs Forecast) • Executive and board-level reporting 1. Source System Integration (Power BI / ERP / Planning) • Integrating Acterys with: • ERP systems (e.g., Oracle, NetSuite, SAP, Dynamics, QuickBooks) • Power BI as the front-end • Mapping chart of accounts, cost centers 1. Reporting & Dashboard Design (Excel and Power BI) • Design intuitive Power BI reports powered by Acterys models • Apply FP&A reporting best practices: • Consistent layouts • Clear variance views • Drill-down from summary to transaction level • Optimize performance for large datasets • Ensure reports are scalable as business complexity grows 1. Data Modeling & Architecture • Decide when to use: • Standard models vs. custom extensions • Design dimensions and hierarchies aligned with FP&A needs • Ensure: • Reconciliation between Acterys and source systems • Auditability of numbers • Manage historical data and restatements 1. Implementation & Project Management • A clear understanding of implementation roadmap: • Data ingestion • Model setup • Report development • Testing & go-live • Experience with phased delivery (e.g., OPEX first, then Budgeting, then CAPEX) 1. Testing, Validation & Reconciliation • Reconcile Acterys outputs to ERP / legacy reports • Support UAT with FP&A users • Validate: • Time intelligence (MTD/YTD/rolling) • Variance logic • Resolve data and performance issues quickly 1. Security & Access Control • Experience with internal controls setup and changes 1. Knowledge Transfer & Enablement • Ability to train end users on basic functions of their reports and budgeting function • Ability to draft user guides and technical documentation