Finance Functional Consultant

Finance and Enterprise Performance Consultant

Ventura Smiths are supporting a large Insurance and Financial services institution to modernize their Finance and Actuarial functions.

We are looking for a seasoned and senior F&EP Consultant to join our team – to support the Finance ERP Technology component of the programme.

The consultant will take on the role of “Finance Functional Analyst” for the OneStream CPM implementation.

• 12-month contract
• Location: Cape Town
• Rate: Senior – in line with experience
• Hybrid (minimum of 3 days per week on site)

Role description:

Business & Functional Analysis

• Review business change requests and assess their impact on the wider finance and technology landscape.
• Gather, document, and translate finance business requirements into OneStream technical specifications and solutions.
• Facilitate impact analysis of proposed changes and design appropriate solutions.
• Obtain approvals for changes and requirements from relevant stakeholders.
• Perform business, process & data analysis, solutions design, and data modelling.

Support the functional team with Development & Configuration of OneStream

• Configure and maintain OneStream workflows, cube views, forms, dashboards, metadata, security settings, journal templates, confirmation rules, certification questions, and transformation rules.
• Maintain dimensionality and hierarchies, ensuring proper alignment with finance reporting needs.
• Design, develop, and support new EPM solutions, while maintaining and troubleshooting existing solutions.

Testing & Support

• Perform and support unit, functional, SIT, performance, regression, and UAT testing.
• Provide 1st/2nd line support during testing cycles, including defect resolution.
• Perform root cause analysis and support defect resolution efforts.

Stakeholder Engagement & Communication

• Engage with finance and technical stakeholders to gather and validate requirements.
• Facilitate requirements gathering, solutioning, and end-user training sessions.
• Communicate effectively with business users, ensuring solutions align with finance processes and reporting needs.

Qualifications & Experience

Required:

• Accounting or Finance qualification (e.g., CA or equivalent).
• Experience in Enterprise Performance Management (EPM) solutions (OneStream preferred).
• Business analysis experience in the finance landscape (financial services industry preferred).
• Strong understanding of finance processes (e.g., Consolidation, Planning, Budgeting & Forecasting, Tax, IFRS, Regulatory Reporting).
• Experience in finance technology implementation projects.
• 5+ years’ experience in business process and systems analysis, data analysis, solutions design, and testing.
• Proven experience in data modelling and translating finance business requirements into technical specifications.

Preferred:

• OneStream CPM experience (1–2 years preferred).
• Business Analysis qualification (e.g., FTI or equivalent).

CV's to: gino.r.smith@venturasmiths.com