Openvale Group

Role Description In the Lead role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You will engage directly with clients across a variety of industries and growth stages. Our clients range from Series B/C startups to Fortune 500 enterprises. Day-to-day activities include the following: - Project Execution - Drive project delivery including: - Scoping and requirements gathering - Process evaluation and design - Technology evaluation and architecture - Project management - Change management - Spend approximately 70% of time hands-on building solutions and 30% engaging with the team and clients - Work with lean 2-3 person teams with other core team members and support from leadership - Lead or facilitate day-to-day client interactions including weekly retrospectives and standups - Solution Delivery - Data Foundations (Microsoft Fabric): design and build star-schema data warehouses, write SQL stored procedures for data transformations and forecast calculations, build and orchestrate data pipelines and dataflows, and connect source systems (ERP, CRM, HRIS, Snowflake, etc.) - Financial Modeling (Excel / M365): Build and maintain 3-statement models, headcount and financial forecasting templates, and financial outputs such as P&Ls, bridges, and BvAs. - BI & Reporting (Power BI): develop semantic models and design dashboards reports for Finance and executive stakeholders - Automation (Power Platform): build low-code/no-code apps and workflows to streamline planning inputs, approvals, and data collection - AI integration (Anthropic, OpenAI, Microsoft): Use AI tools daily as a core part of your workflow — coding assistants (Copilot, Claude, Cursor), conversational AI (ChatGPT, Claude Projects) for research, analysis, documentation, and model-building - Some travel may be involved but not more than 20% in total. Our team is majority US-based and we operate remotely as a baseline. Qualifications - Clients First: we adopt a spirit of service mentality for our clients and operate based on their needs, timeline, and resources. - Dual Threat: we combine both business acumen and technical expertise and enjoy being hands-on at all levels. - Relentless Quality: we take the time to do things the right way the first time and set the standard with our work. - Growth Mindset: we are constantly learning new things to keep up with the pace of innovation and the evolving needs of our clients. - Shared Success: we operate as one unit as opposed to a collection of individuals. - Execution-Oriented: we roll up our sleeves and get stuff done at all levels and are not constrained by traditional role definitions. - Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame. - 4–6 years of professional experience blending finance domain knowledge with hands-on technical delivery — ideally a combination of FP&A experience and direct involvement in building or configuring planning systems, data models, or financial reporting solutions - Hands-on building experience with at least one CPM platform (Anaplan, Pigment, Oracle EPM, Workday Adaptive, etc.) with established understanding of multi-dimensional forecasting engines and source system integrations. - Proficient in SQL — comfortable writing CTEs, window functions, and stored procedures, and capable of designing star-schema dimensional models independently. - Established Excel financial modeling skills, including experience building or maintaining 3-statement models, headcount forecasts, or budgets with a solid understanding of the underlying accounting and driver logic - Active, daily AI user — leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation. - Effective communicator, comfortable presenting to VP/CFO-level stakeholders and communicating complex subjects. Requirements - Bachelor’s Degree (business or finance degree a plus) - US Work Authorization - Locations: CA, AZ, IL, OH, TN, NY, MA preferred Benefits - Base salary: $130,000 - Performance bonus: 15-30% of salary (semiannual) - Profit-sharing: Yes - Equity: Yes (options) - Remote stipend - Health insurance plans (50% employer covered) - 401(k) (no match) - Flexible time off - Training and professional development