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Consulting LeadOpenvale Group • Sacramento, CA, United States
Consulting Lead

Consulting Lead

Openvale Group • Sacramento, CA, United States
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About OVG

Openvale Group (OVG) helps strategic finance teams build holistic and AI-native solutions for forecasting, planning, and reporting. We combine domain knowledge and technical expertise in one package to deliver results with less time and investment than traditional software implementation.

Founded in 2019, we are committed to building a next-generation consultancy that offers a powerful combination of advisory, operational execution, and a portfolio of technology solutions - our own Platform Planning Approach with Fabric, Power Platform, and M365 for those who want to build, and new tools likes Abacum for those want to buy.

About Our Team

We focus on developing leaders organically and scaling our business with technology and a talent-dense team, just like many of our clients. We emphasize our dual threat principle when hiring – every team member should have both business and technical skills. At OVG you will have a unique opportunity to help build a business, develop real skills, and work with great, forward-thinking clients. Our firm's name represents an open field for growth for both our clients and team members.

About the Role

In the Lead role, you will be equipped with foundational knowledge on our tech stack and consulting approach so you can hit the ground running. You will play a critical role leading project workstreams, combining elements of account management, project management, hands‑on delivery, and team coordination.

Initial day‑to‑day responsibilities may include :

  • Executing on client projects end‑to‑end, from scoping to transition, which may include :
  • Designing and building financial models in Excel, Fabric, or Abacum
  • Designing and building financial reporting in Power BI or Abacum
  • Designing and building finance data warehouses in Fabric with our data engineering partners
  • Evaluating and defining planning related business processes
  • Training and supporting client resources
  • Managing client relationships, serving as a primary point of contact between the client and OVG and playing the role of trusted advisor
  • Coordinating and mentoring OVG team members on project delivery
  • Contributing to internal product and service development, including delivery frameworks, accelerators, demos, and software products

Some travel may be involved but not more than 20% in total. Our team is entirely US‑based, and we operate remotely as a baseline.

Qualifications

Our ideal candidate embodies our principles below :

  • 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.
  • 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.
  • Experience qualifications include :

  • 3‑6 years of intensive FP&A and / or strategic finance experience
  • High proficiency with leverage Microsoft 365 apps (Excel, PowerPoint…) for financial use cases
  • Hands‑on technical experience and track record of building and deploying successful planning products : e.g., EPM software (Anaplan, Oracle…), reporting / visualization software (Power BI, Tableau, Looker…), data engineering (Azure / Snowflake…), and SQL / Python for forecasting, analysis, and / or automation
  • Effective communication skills and experience working directly with clients or business stakeholders
  • Willingness and entrepreneurial spirit to operate in a bona fide startup environment – high drive and work ethic, adaptable to change, fast learner
  • Other basic qualifications include :

  • Bachelor’s Degree (business or finance degree a plus)
  • US Work Authorization
  • Compensation

  • Base salary : $130,000
  • Performance bonus : 15%
  • Discretionary bonus : based on over‑performance and / or BD contributions
  • Profit‑sharing : eligible
  • Equity : eligible
  • Other Benefits :

  • Remote stipend ($150 monthly)
  • Health insurance plans (50% employer covered)
  • 401(k) (no match)
  • Flexible time off
  • Training and professional development
  • #J-18808-Ljbffr

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    Consulting Lead • Sacramento, CA, United States

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