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Consulting Sr. Manager

Sacramento, California, United States · Remote OK

Senior

Consulting Sr. Manager - Remote About OVG At OVG we help Finance organizations create value with our unique Agentic Performance Management (APM) approach. We are in the early innings of the AI revolution, which is happen…

Skills: Engagement Management, Financial Modeling, Process Design, Technology Architecture, Project Management

OVG logo

Consulting Sr. Manager

OVG

Sacramento, California, United States • Remote OK

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Senior

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  • Full-time
  • bachelor degree
  • Performance Bonus, Discretionary Bonus, Profit-sharing, Equity Options, Remote Stipend, Health Insurance
  • Posted 26d ago
  • Apply by Sep 30
  • ~40 hrs/week
  • Remote in United States

Responsibilities

Lead lean teams to deliver Agentic Performance Management solutions and manage senior client relationships across various industries. Responsibilities include scoping requirements, designing technology architecture, and delivering AI-native finance processes using Microsoft platforms.

Requirements

Requires 5-10 years of intensive finance or consulting experience with a strong background in FP&A and finance transformation. Candidates must be highly proficient in Microsoft 365 and have deep technical experience with CPM software or analytics solutions like Microsoft Fabric and Power BI.

Full job description

Consulting Sr. Manager - Remote 

About OVG 

At OVG we help Finance organizations create value with our unique Agentic Performance Management (APM) approach. 

We are in the early innings of the AI revolution, which is happening at lightspeed. Our goal is to equip our clients to thrive in the new paradigm with AI-native processes, systems, and skillsets for performance management. 

We are taking a different approach from most consulting firms and software providers. Our APM solutions are not built on specialized CPM software - they’re intended to disrupt traditional SaaS.  

Built on open and interoperable Microsoft platforms – Fabric, Power Platform, M365, and Foundry – our APM solutions are more scalable, accessible, flexible, cost-effective, and cross-functional than CPM alternatives. 

Our goal is to provide our clients with the best possible solutions, and we have already proven that our APM approach is both viable and effective with the majority of our client base. 

About Our Team 

Our team is purpose-built for this new world where AI radically changes the way organizations operate, consolidating roles and responsibilities. We are currently a team of 10-15 folks and pursuing steady, organic growth.  

We work to instill a combination of business acumen, domain knowledge, and hands-on technical skills that create a force-multiplying effect that is transferable and as future-proof as possible.  

We leverage this ‘dual-threat’ framework to deliver superior results and set our clients up for long-term success. As part of our team, you’ll be on the leading age of practical AI adoption for Finance teams, their business partners, and leaders. 

About the Role 

In the Sr. Manager role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You’ll typically lead lean teams of 2-3 and engage directly with clients across a variety of industries and growth stages. Our clients range from Series B/C startups to Fortune 500 enterprises. 

Representative activities include the following: 

  • Engagement Management
    • Managing senior client relationships 
    • Building and managing to roadmaps 
    • Managing  OVG team members 
  • Project Execution 
    • Scoping and requirements gathering 
    • Process evaluation and design 
    • Technology evaluation and architecture 
    • Project management  
    • Client training and change management 
    • Advisory and support 
  • Solution Delivery 
    • Microsoft Fabric: finance data warehouses, pipelines, data flows, SQL/Python-based forecasting and automation, reporting 
    • M365: 3-statement models, management reporting packages, forecasting templates 
    • Microsoft Power Platform: apps and workflows 
    • Anthropic/OpenAI/Copilot: AI agents connected to Fabric 
  • Internal Contributions 
    • Developing product offerings and training materials 
    • Improving internal processes and applications 
    • Supporting business development efforts 

Some travel may be involved but not more than 20% in total. Our team is 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 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 aren’t 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: 

  • 5-10 years of intensive finance and/or consulting experience, ideally a combination of mid-/senior-level FP&A experience and hands-on finance transformation experience. 

  • High proficiency with Microsoft 365 – Excel, PowerPoint 

  • Deep financial modeling and technical experience required – CPM software such as Anaplan, Oracle EPM, Pigment, and/or analytics solutions such as Microsoft Fabric, Power BI, Tableau, Snowflake, GCP, etc. 

  • Effective communication skills, both verbal and written, and experience working directly with executive clients and business stakeholders 

  • Track record of mentorship and development of others 

  • 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: $160,000 
  • Performance bonus: 20% 
  • Discretionary bonus: based on over-performance and/or BD contributions 
  • Profit-sharing: Yes 
  • Equity: Yes (options) 
  • Other Benefits: 
    • Remote stipend 
    • Health insurance plans (50% employer covered) 
    • 401(k) (no match) 
    • Flexible time off 
    • Training and professional development 

Related keywords

Agentic Performance ManagementMicrosoft FabricPower PlatformM365FoundryAnaplanOracle EPMPigmentPower BITableauSnowflakeGCPAI AgentsAnthropicOpenAICopilot

About OVG

LinkedInVisit site

Plan. Execute. Succeed.

Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2019
Headquarters
Los Angeles, CA
LinkedIn followers
1,594

At OVG, we help FP&A and Strategic Finance teams scale their capabilities and bridge planning, execution, and strategy with tech-enabled services. With many years of experience as operators, consultants, and technologists, we work with clients to select, implement, adopt, and evolve the right technology solutions and business processes for their unique business needs. As both architects and customers with knowledge spanning several generations of EPM technology (on-premise Oracle Hyperion -> cloud-based Anaplan, Adaptive, Planful -> AI-native Abacum, Microsoft Fabric + Azure AI Foundry), we offer a uniquely informed perspective to clients. We also have an innovative platform-based approach for teams looking to build a next-generation tech stack that is data-centric and AI-ready. If you're looking for a long-term advisor and partner with both functional and technical expertise, we would love to chat.

Offices: Los Angeles, CA 90049, US

Annual/quarterly planning & budgeting processesSales performance managementVolume forecastingMarketing planningSupply chain planningFinancial planning & reportingManagement reportingCOE + internal enablementArchitecture reviewFinance systems
View all jobs at OVG

About OVG

LinkedInVisit site

Plan. Execute. Succeed.

Industry
Business Consulting and Services
Company size
11-50 employees
Founded
2019
Headquarters
Los Angeles, CA
LinkedIn followers
1,594

At OVG, we help FP&A and Strategic Finance teams scale their capabilities and bridge planning, execution, and strategy with tech-enabled services. With many years of experience as operators, consultants, and technologists, we work with clients to select, implement, adopt, and evolve the right technology solutions and business processes for their unique business needs. As both architects and customers with knowledge spanning several generations of EPM technology (on-premise Oracle Hyperion -> cloud-based Anaplan, Adaptive, Planful -> AI-native Abacum, Microsoft Fabric + Azure AI Foundry), we offer a uniquely informed perspective to clients. We also have an innovative platform-based approach for teams looking to build a next-generation tech stack that is data-centric and AI-ready. If you're looking for a long-term advisor and partner with both functional and technical expertise, we would love to chat.

Offices: Los Angeles, CA 90049, US

Annual/quarterly planning & budgeting processesSales performance managementVolume forecastingMarketing planningSupply chain planningFinancial planning & reportingManagement reportingCOE + internal enablementArchitecture reviewFinance systems
View all jobs at OVG

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