Gather and analyze client business requirements and translate them into functional specifications and user stories.
Collaborate with technical teams to design and configure solutions that precisely meet customer needs.
Conduct product demonstrations and training sessions while providing ongoing support and troubleshooting.
Zone & Co is the ERP-native AI platform for financial operations, purpose-built for organizations running on Oracle NetSuite. With more than 4,500 customers worldwide, we operate as a high-velocity, fully remote, global team where autonomy is the standard.
Prepare annual financial statements and tax returns for SMSF clients.
Process investment reconciliations, member balances, and complex financial transactions.
Collaborate with cross-functional teams to ensure compliance and client satisfaction.
Our partner is a growing financial services business providing accounting solutions for self-managed super funds. They offer a collaborative remote team culture with opportunities for career growth.
Lead the design, configuration, testing, and deployment of Workday HCM solutions across multiple functional modules.
Gather, analyze, and document business requirements, translating client needs into scalable and effective Workday configurations.
Mentor junior consultants by sharing technical expertise and supporting professional development.
This partner company delivers Workday HCM solutions to diverse clients, focusing on successful implementations across multiple industries. It fosters a collaborative, knowledge-sharing culture with mentoring opportunities and ongoing professional development.
Lead functional activities for D365 F&O Finance implementations.
Translate business requirements into effective solutions and configurations.
Support testing, data migration, and post-go-live activities.
HSO India is a Microsoft Dynamics 365 partner specializing in Finance & Operations solutions. They offer remote work, international project exposure, and a collaborative culture with opportunities for professional growth.
Provide personalized investment guidance and virtual service to help clients achieve financial goals.
Recommend suitable investment solutions and achieve sales objectives while ensuring compliance.
Process transactions, analyze client issues, and maintain up-to-date knowledge of investment markets.
The partner company provides wealth management and investment services to clients across Canada. They are a financial services organization with a focus on client relationships and employee development, offering a supportive remote work environment.
Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.
This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.
Lead Workday Financial Management projects, configure solutions, and contribute functional expertise throughout the delivery lifecycle.
Collaborate with stakeholders to gather requirements, define solutions, and design complex Workday FIN reports.
Perform end-to-end testing, resolve issues, and stay current with Workday capabilities to improve solution quality.
They specialize in delivering Workday Financial Management solutions to optimize financial processes. The company fosters a collaborative, remote culture and values continuous learning and ownership.
Lead the implementation of Workday Strategic Sourcing solutions, including configuration, testing, and deployment.
Facilitate discovery sessions and provide best-practice guidance for system design and alignment.
Mentor and coach consultants while maintaining Workday certifications and staying current with product enhancements.
The company specializes in delivering enterprise-grade financial transformation projects through Workday implementations. They foster a collaborative, knowledge-sharing culture with opportunities for mentoring and professional growth.
Lead end-to-end implementation lifecycle for multiple client projects.
Manage project schedules, budgets, risks, and stakeholder communication.
Design and deliver integration solutions between enterprise systems and digital platforms.
This company specializes in technology implementations that transform how organizations deliver learning experiences. It is a partner company with a collaborative culture focused on scalable digital solutions, though specific size details are not provided.
Configure, test, and implement Workday Payroll modules and lead client discussions to gather requirements.
Provide post-production support by troubleshooting configuration, data, reporting, and security issues.
Identify process improvements and guide clients through testing, knowledge transfer, and best practices.
The partner company specializes in Workday consulting and implementation services. It offers a remote-first, collaborative environment with a performance-driven culture focused on professional growth and innovation.
Maintain and enhance detailed three-statement financial models for publicly traded companies.
Conduct company research, financial analysis, and ad-hoc due diligence to support research objectives.
Develop sector expertise and contribute to model improvements and client support.
They provide a sophisticated global financial research and intelligence platform. They foster a collaborative environment with a focus on accuracy and continuous learning.
Manage compliance monitoring, testing, and reporting for Canadian securities regulations and investment fund requirements.
Provide regulatory guidance across investment management, digital assets, and trading activities.
Support AML, ATF, and financial crime compliance programs while coordinating with regulators and internal teams.
The partner company is a financial services firm operating in investment management, digital assets, and regulatory frameworks. It fosters a remote-first, low-ego culture emphasizing teamwork and execution.
Analyze financial statements, cash flows, and company performance
Build and update financial and valuation models in Excel
Support business valuations using DCF, market multiples, comparable companies, and transaction analysis
This boutique financial advisory firm provides business valuations, financial analysis, and corporate finance services to international clients. The firm is small and collaborative, offering mentorship and increasing responsibility over time.
Lead high-impact technology engagements across AI, data, and automation, owning the full client delivery journey from discovery to business impact validation.
Serve as the bridge between business stakeholders and technical teams, ensuring alignment, clarity, and successful delivery of measurable outcomes.
Manage client relationships, scope, budgets, and risks while holding delivery teams accountable for business results.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They focus on objective and fair application reviews, operating as a remote-first team with a collaborative culture.
Lead the global Financial Planning & Analysis function, providing strategic financial guidance across business units and international operations.
Develop, maintain, and enhance financial models, forecasts, budgets, and long-term planning processes to support sustainable business growth.
Deliver detailed financial analysis, scenario planning, KPI reporting, and business performance insights to executive leadership.
The company is a global, high-growth technology business operating in a fully remote environment. It fosters a collaborative, supportive, and high-performing remote work culture, with a distributed finance team.
Implement and configure Workday Financials solutions for a global customer base, including design, testing, and deployment.
Lead and manage medium to high complexity projects across multiple clients, advising on best practices and process improvements.
Mentor team members and contribute to knowledge sharing while ensuring high client satisfaction and meeting key performance indicators.
Kognitiv Inc. is a fast-growing Workday partner that helps clients maximize their Workday investment through post-production support and implementation. The company values a people-first mindset and has a founders-and-consultants team deeply experienced in Workday.
Lead Sage Intacct Construction implementations and client engagements with minimal supervision.
Provide expert consulting on financial processes and technology optimization to drive business transformation.
Mentor junior consultants, manage multiple projects, and ensure timely delivery of customer outcomes.
The company provides financial technology consulting for construction organizations, focusing on Sage Intacct implementations. It values collaboration, continuous learning, and delivering measurable customer outcomes, operating with a fully remote team.
Lead the global FP&A function, providing strategic financial guidance across regions and business units.
Develop and manage financial models, forecasts, and budgets to support decision-making and growth.
Partner with the CFO and executive team on strategic initiatives, M&A activities, and capital planning.
Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication, app security, and 3D Secure authentication. Founded over 16 years ago with investments from Accel-KKR, the company protects over 210 million active users and holds 120 patents.
Act as the principal liaison with customers to implement best practices and drive optimized business outcomes in LTPAC settings.
Lead detailed business discovery, translate technical requirements, and execute system configuration setup.
Build strong customer relationships, anticipate issues, and support change management strategies for successful implementation.
PointClickCare is a leading health tech company that helps long-term and post-acute care providers deliver exceptional care through its platform. It is founder-led and privately held, serving over 30,000 organizations, and recognized as a top private cloud company with a culture of innovation, flexibility, and growth.