Head of Process Advisory (m/w/d)

Jedox

WAS IST JEDOX? Jedox ist einer der weltweit führenden Anbieter von cloudbasierten Lösungen für Enterprise Performance Management. Mit unserer Software unterstützen wir Unternehmen aller Größen dabei, ihre Finanzplanung, Analyse und das Reporting effizienter, transparenter und zukunftssicher zu gestalten. Unsere B2B-Plattform-as-a-Service umfasst verschiedene Komponenten, die von unseren spezialisierten Produktteams entwickelt werden. DEINE AUFGABEN Als Solution Advisory Consultant (m/w/d) im DACH-Team bist du die fachliche Brücke zwischen unseren Kunden und der Jedox-Plattform. Dein Fokus liegt auf Financial Consolidation, Group Reporting und Disclosure, kombiniert mit klassischen FP&A-Themen. In enger Zusammenarbeit mit Sales begleitest du Kunden von der ersten Interaktion bis zum Vertragsabschluss und positionierst Jedox als strategische, ganzheitliche Finanzplattform. In dieser Rolle unterstützt du Finance- und Controlling-Organisationen dabei, ihre fachlichen Herausforderungen zu verstehen und zukunftsfähige Lösungen zu gestalten. Du verbindest Konsolidierungs- und Planungsanforderungen, übersetzt komplexe Finanzprozesse in überzeugende Use Cases und schaffst echten Mehrwert für unsere Kunden.    Deine Aufgaben * Finance-Herausforderungen verstehen und übersetzen: Analyse der Anforderungen von Finance- und Controlling-Teams, insbesondere in Financial Consolidation, Group Reporting und Disclosure, und Übertragung auf die Jedox-Plattform * Fincon und FP&A ganzheitlich verbinden: Aufzeigen des Mehrwerts einer integrierten Plattform durch die Verbindung von Konsolidierung, Reporting und Planungsprozessen * Jedox überzeugend präsentieren: Durchführung von Kundenterminen, Demos, Webinaren und Event-Präsentationen – adressatengerecht vom Controller bis zum CFO * Use Cases erlebbar machen: Führung von Kunden durch typische Finanzszenarien wie Konsolidierung, Planung und Reporting und Positionierung von Jedox als strategische Lösung * Anforderungen bewerten und einordnen: Erste Machbarkeits- und Aufwandseinschätzungen in enger Abstimmung mit Consulting * Prototypen und POCs entwickeln: Konzeption und Präsentation von Lösungen, die sowohl Fincon- als auch Planungsanforderungen abbilden * Sales-Prozesse end-to-end begleiten: Fachlich-technische Unterstützung des Vertriebs über den gesamten Sales Cycle hinweg * Workshops moderieren: Planung, Durchführung und Moderation von Kundenworkshops zur Anforderungsaufnahme und Lösungsdefinition * Cross-funktional zusammenarbeiten: Enge Abstimmung mit Sales, Consulting und Produktmanagement für eine konsistente und hochwertige Kundenansprache DEIN PROFIL * Fundierte Erfahrung im Bereich Finance / Controlling, idealerweise mit Berührungspunkten zu Financial Consolidation, Group Reporting oder Disclosure * Alternativ mehrere Jahre Erfahrung im Presales / Solution Advisory mit starkem Finance-Fokus * Fähigkeit, auf Augenhöhe mit CFOs, Head of Group Accounting oder Controllingleitungen zu kommunizieren * Erfahrung mit Fincon-Prozessen (z. B. aus Implementierungsprojekten oder aus Unternehmenssicht) von Vorteil, aber kein Muss * Gutes Verständnis für FP&A-Prozesse und deren Zusammenspiel mit Konsolidierung und Reporting * Erfahrung mit EPM- oder Finanzsystemen wie Jedox, Anaplan, Board, SAP, LucaNet, OneStream o. ä. * Routine in der Durchführung von Kundenpräsentationen, Workshops und Demos * Strukturierte, detailorientierte Arbeitsweise bei gleichzeitig adressatengerechter Kommunikation * Fließende Deutsch- und Englischkenntnisse sowie sehr gute Marktkenntnisse im DACH-Raum * Reisebereitschaft von ca. 20 % und Freude an Teamarbeit WAS DICH BEI UNS ERWARTET * Eine Schlüsselrolle in einem wachsenden, internationalen EPM-Unternehmen * Die Möglichkeit, #Impactful Results für Kunden zu schaffen und echte Mehrwerte zu liefern * Enge Zusammenarbeit in einem #OneTeam-Umfeld mit Sales, Consulting und Produkt * Raum für persönliches und fachliches Wachstum im Sinne eines #Growth Mindsets * Abwechslungsreiche Aufgaben an der Schnittstelle von Finance, Technologie und Beratung TRANSPARENZHINWEIS: EINSATZ VON KÜNSTLICHER INTELLIGENZ As a tech-driven company, Jedox uses modern technologies — including AI — to continuously improve our processes. In recruiting, AI may support us in screening and structuring applications. It does not replace human judgment, but helps us reduce bias and ensure a consistent candidate experience. Your application is always reviewed by real people.   If you would like to learn more about the process, please visit the website of our partner Hi People. Here you will find information about the data protection guidelines as well as the most recent security checks. This gives you complete clarity on how your data is protected and processed. Of course, you can also contact us at any time if you have any questions.

Armira

YOUR MISSION Join our newly established origination team and work at the intersection of two things we care deeply about: finding great companies, and building an AI-forward way of working. In this 50/50 role, you'll spend half your time on hands-on deal origination across our private and growth equity strategies — and the other half building AI-powered workflows that make our team (and the broader firm) faster and sharper. It's a rare chance to develop a newly set-up origination function and to be at the forefront of applied AI inside a real business. YOUR RESPONSIBILITIES * Deal Origination  * Support active sourcing through focused research and company identification that feeds our pipeline * Prepare for industry fairs and events — identifying relevant ones, building target lists, and supporting follow-up * Draft tailored, high-quality outreach to potential investment targets * Run expert and advisor searches to support founder conversion or deal assessment * AI & Workflows  * Build and refine AI-powered workflows that automate repetitive origination steps — outreach drafting, DD work, operations tasks * Prototype internal AI tools, agents, and "skills" together with our Head of Internal AI * Support AI enablement across the broader firm, helping teams adopt AI in their day-to-day * Spot new automation opportunities and continuously improve what's already running YOUR PROFILE * Currently pursuing a Master's (preferred) or finishing a Bachelor's degree, ideally in business, economics, or a related field * Genuinely at the forefront of using AI — you experiment constantly, use AI tools daily across your work and life, and have a strong instinct for what's possible. (You don't need to be a developer or regular coder.) * A solid understanding of business and the investment world — you can quickly grasp why a company is interesting and communicate it crisply. (A heavy banking/consulting analytical background is not required.) * Structured, independent, and proactive working style, with excellent written and verbal communication * Reliable and happy to work regularly on-site at our Munich office * Fluency in both German and English, spoken and written * Valid work permit for Germany (mandatory) * Available for a 3, preferably 6 month full-time internship **One thing we'd love to see:** In your application, tell us about something you've built, automated, or meaningfully improved using AI — a workflow, a tool, a side project, anything. WHY US? * Build, don't slot in. You'll help create an origination function and an AI-native way of working from the ground up — not plug into a fixed process. * Unusual access. You'll work side by side with our origination team and Head of Internal AI, with exposure to how AI strategy gets set at the top of the firm. * Real ownership. The workflows and tools you build get used by colleagues across an ~80-person firm. Your work is visible and it matters. * Breadth. Across our three investment strategies, you'll get exposure to diverse industries, business models, and markets. * Entrepreneurial DNA. Backed by entrepreneurs and entrepreneurial families, we move with a long-term mindset and a genuinely flexible mandate.

Alpha FMC

Senior Finance Business Partner (Alternatives) at Alpha FMC * Division: Business Operations * Function: Finance * Location: New York (co-located with Alternatives Head of North America)   About Alpha FMC  Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey. Why join Alpha? 1. Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. 2. Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people. 3. Exposure to senior leadership – whether you are in an internal or a client facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game. 4. Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly. 5. Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make.   Overview of Business Operations While consultants focus on delivery client value, our 'Business Operations' function ensures that the company runs efficiently and appropriately across a number of operational areas: Finance, People, Operations, IT, and Legal, Risk & Compliance. Together, these teams ensure the consultants are fully supported - working from a strong operational base that’s efficient, innovative and compliant. Business Operations doesn’t just enable delivery; it empowers Alpha’s long-term success.   Role & Requirements We are investing into a Senior Finance Business Partner aligned to our Alternatives division. The Senior Finance Business Partner (Alternatives) role is a strategic dual role, embedded into both the business unit (Alternatives) and the Business Operations function (Finance function) to ensure alignment with Alternatives division’s strategic goals, while also maintaining strong ties with Business Operations to uphold functional standards and best practices. The Senior Finance Business Partner (Alternatives) has dual reporting lines: * To the Business Head – reporting to the Global Head of Alternatives who provides day-to-day direction, priorities, and operational objectives. * To the Business Operations – the Senior Finance Business Partner (Alternatives) role reports directly into the CFO, who ensure functional alignment, capability development, and mentoring support. This structure enables the Senior Finance Business Partner (Alternatives) to deliver tailored finance solutions that are both strategically aligned with Alternatives and consistent with Group-wide Finance practices. Your key responsibilities include: * Strategic Financial Leadership: * Provide expert financial advice and guidance to senior leadership and business heads to support strategic business planning and decision-making. * Act as trusted advisor to Business Unit (BU) leadership on all financial matters. * Drive discussions on resource allocation, investments, and returns. * Business Unit Finance Strategy: * Identify potential financial risks and opportunities, contributing to the development of strategies that drive efficiency, improve financial performance, and reduce risk. * Align BU financial plans with overall firm strategy and growth ambitions. * Translate commercial goals into actionable financial objectives. * Advise BU leadership on profitability cost optimization and investment priorities. * Strategic Project Support: * Lead finance modelling and scenario analysis for BU initiatives. * Support evaluation of new client opportunities and pricing strategies. * Monitor project financials to safeguard profitability and cash flow. * Finance Delivery Team Mobilization and Monitoring: * Ensure smooth delivery of transaction services (AP, AR, payroll). * Monitor service performance and escalate where required. * Provide feedback to improve efficiency and accuracy of Finance delivery team. * Financial Planning and Analysis: * Oversee the development and management of the budgeting process in alignment with corporate timelines. * Develop rolling forecasts incorporating demand, pipeline and costs. * Support leaders in making proactive course corrections. * Track key performance indicators (KPIs) to drive value creation across revenue/profit/cashflow, analyze deviations from targets, and produce insightful financial reports for senior management. * Analyze revenue, utilization and margin performance drivers. * Provide actionable insights on trends, risks and opportunities. * Benchmark BU performance against peers and market norms. * Business Insight and Advisory: * Act as a trusted advisor, translating complex financial data into actionable insights to help non-finance stakeholders understand business performance and make data-driven decisions. * Analyze client/ project profitability and pricing structures. * Provide insights to improve margin management and contract terms. * Support leadership in commercial negotiations. * Cost Management and Optimization: * Identify cost-saving and efficiency opportunities across BU operations. * Partner with leaders to track discretionary spend. * Benchmark BU cost base against internal and external best practice. * Investment Business Cases: * Collaborate with BU leaders to build and evaluate investment cases. * Ensure alignment with financial return thresholds. * Track outcomes against expected budgets. * Mentoring & Oversight: * Oversight and mentoring of a Finance Business Partner (Alternatives) based in London   Qualifications: Education: * University degree in Finance, Accounting, Business, or a related field (or equivalent experience). * Professional finance qualification (e.g. ACA, ACCA, CIMA) preferred. * Minimum of 7 years of experience in a Finance role, with at least 2 years in business partnering capacity. Skills and competencies: * Strong analytical and data interpretation skills to build financial models, analyze complex data sets, and identify key financial drivers. * Excellent leadership and communication skills to effectively convey financial insights to non-financial stakeholders. * Proven ability to build and maintain relationships across different levels of the organization. * Ability to think long-term, contribute to the development of new strategies, and identify opportunities for business growth and financial improvement. * A proactive, collaborative, positive approach to helping the organization succeed. Good to have: * Experience within a professional services firm (ideally within management consulting) * Experience or interest in the financial services industry * Experience of our systems (e.g., Salesforce, Sage) and data visualization tools (Pigment/PowerBI).   Location and working patten: * Office-based in New York. For this role it is important that this individual is co-located with the business and is able to attend key meetings in person – e.g. senior leadership meetings, strategic initiative workshops and 1:1s. We expect that on average this will require c. 2-3d/w in the relevant office, but this may flex up or down depending on the week.   Benefits & Compensation * Competitive salary with annual profit-sharing opportunity  * 401k/RRSP matching  * 25 days of annual paid time off  * Supplemented medical, dental and vision coverage  * Laptop and mobile phone    There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $190,000 to $235,000 subject to change based on salary benchmarking. In addition to the base salary, employees would be eligible for both variable and non-variable benefits.    Our Commitment to Inclusion At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.   Data Privacy Policy: Full details around what data we hold, why we hold it and for how long are available in our recruitment privacy statement (https://alphafmc.com/privacy-policy/).