Pre Sales Consultant - Accountant

Henderson Scott Finance & Accounting have partnered with a consultancy and market leader in Financial and Operational Planning. They partner with CFOs and executive teams to design and deliver modern, cloud-based CPM and planning solutions that enable faster, smarter, and more confident decision-making.

They are now seeking a CPM/EPM professional or an Accountant with CPM experience to join them as a Pre-Sales Consultant , bringing strong hands‑on CPM model‑building capability alongside the commercial confidence to shape and present solutions to senior stakeholders.

The Role

This role sits at the front end of the client journey, where speed, credibility, and technical depth matter.

You will work directly with senior finance stakeholders to design, build, and demonstrate planning models at pace, often producing working prototypes or proof‑of‑concept models within one to two days. These models will form the foundation of client buy‑in before projects move into full delivery.

This is a hands‑on role: you are expected to build, iterate, and adapt models yourself - not just design them conceptually.

Key Responsibilities

• Rapidly build functional CPM planning models (budgeting, forecasting, scenario planning, reporting) to support pre‑sales and early‑stage client engagements
• Lead discovery sessions with CFOs and finance leaders to capture requirements and translate them into working system models
• Develop and tailor demos, prototypes, and proof‑of‑concept solutions at short notice
• Confidently explain model logic, assumptions, and outputs to senior stakeholders
• Act as the technical finance expert within the sales cycle, supporting proposals and solution workshops
• Partner closely with delivery consultants to hand over scalable, well‑structured models for implementation
• Work with cloud‑based CPM platforms (Workday Adaptive Planning preferred)

Your Profile

• Fully qualified accountant (ACA, ACCA, CIMA, or equivalent) or equivalent senior finance background
• Strong hands‑on development experience with CPM / EPM tools
• Proven ability to build planning models quickly and accurately under time pressure
• Deep understanding of budgeting, forecasting, scenario modelling, and management reporting
• Comfortable operating in pre‑sales environments, including demos and client‑facing workshops
• Able to balance technical depth with clear, confident communication

In return:

• Work with market‑leading CPM technology
• Join an award‑winning team of planning experts, accountants, and consultants
• Influence high‑impact decisions at the executive level
• Be part of a consultancy that genuinely values expertise, innovation, and collaboration

Package:

• Includes 10% bonus (paid out every year for 25 years)
• Uncapped commission on personal and company sales
• Private health personal and family
• Flexible working - predominantly remote but travel required to London and sometimes abroad (All expenses paid)

Please note: My client is unable to offer sponsorship for this role therefore has requested all candidates to have full UK working rights if they apply.

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