Our team leverages a wide range of leading EPM platforms, including:
- Acterys
- Anaplan
- Board
- Microsoft Business Performance Planning
- OneStream
- Oracle EPM
- SAP SAC and Group Reporting
- Wolters Kluwer CCH Tagetik
Your key responsibilities
- Lead the design and implementation of financial planning and analysis (FP&A) operating models, as well as budgeting, forecasting, and reporting processes.
- Gather and translate business requirements into effective FP&A process designs and financial models, ensuring alignment with technical specifications.
- Collaborate closely with technical consultants to support the technical design and build of EPM solutions, ensuring functional requirements are met.
- Manage project timelines and deliverables, ensuring seamless execution of all functional aspects of EPM implementations.
- Lead testing efforts for EPM solutions, working with technical teams to validate that systems are configured correctly and meet business needs.
- Provide functional support throughout the implementation process, including system setup, documentation, and user training.
- Guide and mentor junior consultants, ensuring high-quality delivery that meets or exceeds client expectations.
- Learn and grow within a dynamic team focused on financial performance technologies.
Skills and attributes for success
- Strong understanding of EPM platforms and financial planning processes (e.g., FP&A, HR planning, CapEx).
- Ability to surface business requirements and help technical consultants define technical solutions.
- Experience with functional aspects of data modeling, scripting, and system integration.
- Excellent communication and collaboration skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Ideally, you’ll also have
- Experience with EPM platforms and or AI (machine learning, generative AI, etc).
- Familiarity with planning processes such as G&A Planning, HR Planning, Capital Expense Planning, and Project Planning.
- Exposure to pre-sales activities, including solution demos and proposal development.