Implementation Associate, Junior

Are you a recent grad looking to get your career in finance on the fast track?  If you have a strong academic background and are technology savvy, this is very likely your dream job! This is a great opportunity to use the full breadth of your talents to help expand our award-winning Adaptive Insights implementation practice. In this position, you will work with clients to implement Adaptive Insights and transform their budgeting and forecasting processes. Your finance acumen will be honed by re-engineering financial plans (budgets, forecasts, and reports) from spreadsheets into the Adaptive Insights solution suite. You will be a key player in an implementation team, under the direction and mentorship of a Project Manager, to complete implementation tasks within project timelines. Your mission will be to always exceed customer expectations (and have fun while you are doing it)!  This position is based out of our Woburn, MA office.

Duties and Responsibilities:

  • Learn and utilize the Carlson CPM Implementation Methodology to ensure the overall success of client implementation
  • Become proficient and certified in the Adaptive Insights solution suite
  • Review and analyze spreadsheet-based financial models and re-engineer into Adaptive Insights
  • Provide guidance to clients regarding best practices in forecasting and planning to be incorporated in their model
  • Contribute to project management and ensure client satisfaction
  • Other consulting duties as assigned

Required Skills/Experience:

  • Bachelor’s degree in Business, Accounting, Finance or related field
  • Recent graduate or up to 2 years of work experience
  • Strong financial and/or management accounting background
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills
  • Highly skilled with MS Excel and strong technology acumen
  • Well organized, detail-oriented, and able to manage multiple projects simultaneously
  • Experience with financial application software desired

Dependent on experience but will include Base + Bonus + Benefits

Qualified applicants should submit their resume and a cover letter highlighting their financial planning experience to the company via email at