Associate Director— FP&A & EPM Advisory

Overview

This role supports clients through business transformation focused on FP&A, financial close & consolidation, and EPM (Enterprise Performance Management) technology enablement. You will lead integrated operating model and process transformation engagements, partner with CFO-level stakeholders, guide delivery teams, develop junior talent, and contribute to business development.

Responsibilities

Advisory & Operating Model Design

• Lead the design and activation of FP&A and close & consolidation operating models, including organizational structure, roles and RACI, service delivery model, close and planning calendars, governance forums, and performance metrics.
• Own end-to-end process design and implementation for complex organizations across budgeting, forecasting, long-range planning, management reporting, financial close, consolidation, intercompany, and statutory-to-management reporting.
• Facilitate client workshops grounded in diagnostic assessments to align stakeholders and design current- and future-state processes.
• Build consensus across people, process, data, and technology; develop strategic blueprints, target operating models, and multi-year transformation roadmaps.
• Provide strategic FP&A surge and interim support when needed, using hands-on exposure to identify process, operating model, and performance improvement opportunities.
• Model and optimize existing processes, including cycle time reduction, handoff elimination, control simplification, and automation of manual effort.

EPM Technology Enablement

• Guide EPM platform evaluation and selection: requirements definition, RFP design, vendor demo scenario development, scoring frameworks, and fit/total-cost recommendations.
• Lead implementation enablement across the full delivery lifecycle, including program/project management, functional requirements and design, dimensionality and data model input, test strategy and execution (SIT/UAT), data conversion, and reconciliation of converted balances back to source.
• Own change management and adoption activities, including stakeholder analysis, communications, training, hypercare, and driving behavioral change.
• Partner with data and analytics teams on source-system integration, master data, and downstream reporting so the EPM layer connects to the broader finance data ecosystem.
• Provide a point of view on where AI and automation can improve forecasting, variance analysis, and close.

Market & Practice Development

• Support the full business development cycle: opportunity identification, discovery, scoping, pricing, proposal and SOW development, orals, and close.
• Build and expand client relationships that generate follow-on work; serve as a trusted advisor to CFOs, Controllers, and heads of FP&A.
• Contribute to practice building, including methodology, accelerators, delivery assets, qualifications, and commercial/pricing models.
• Develop thought leadership and represent the organization at industry conferences and within the EPM alliance and partner ecosystem.
• Collaborate across solution areas (Technical Accounting, Transactions, Private Equity, Data Transformation & Analytics, AI Strategy) to deliver end-to-end value to clients.

Team Leadership

• Lead delivery teams spanning consultants through managers across multiple concurrent engagements, with accountability for quality, margin, and client experience.
• Coach team members: set goals, provide direct feedback, and actively manage performance and career progression.
• Play a hands-on role in talent acquisition, including interviewing, assessing, and closing candidates.
• Contribute to recruiting, proposal writing, and firm-wide AI innovation initiatives.

Requirements

• 9+ years of progressive experience across FP&A, financial close and consolidation, finance transformation, or EPM advisory, including 5+ years in a client-serving consulting environment.
• Demonstrated ownership of end-to-end FP&A and/or close and consolidation transformations at complex organizations (multi-entity, multi-currency, multi-ERP, PE-backed, or SEC-registrant reporting environments).
• Hands-on experience across the EPM lifecycle with at least one leading platform.
  • OneStream strongly preferred; Anaplan, Planful, Oracle EPM/Hyperion/FCCS, Workday Adaptive, Pigment, or Cube also relevant.
• Strong functional command of the FP&A stack, including driver-based planning, rolling forecasts, long-range planning, scenario and sensitivity modeling, profitability and cost allocation, management reporting, and KPI design.
• Working knowledge of consolidation mechanics, intercompany eliminations, legal entity and ownership structures, currency translation and CTA, top-side adjustments, and GAAP/non-GAAP bridges.
• Proven business development contribution: sourcing, shaping, and closing work (not only delivering it).
• Track record leading and developing multi-level delivery teams.
• Executive presence, including the ability to present analysis and narrative to CFO-level stakeholders.
• Continuous Learning Mindset, including openness to learning and applying emerging LLM capabilities, agent frameworks, and enterprise integration patterns.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• Experience in professional services (public accounting, advisory firm, or management consulting firm) strongly preferred.
• Experience facilitating Kaizen, Human-Centered Design, or other structured workshops preferred.
• CPA, CFA, AFP Certified Corporate FP&A Professional, OneStream certifications, PMP, or Prosci/change management certification preferred.
• Prior in-house FP&A or controllership experience alongside consulting a plus.
• Familiarity with ERP ecosystems (NetSuite, Oracle, SAP, Workday, Microsoft Dynamics) and analytics tooling (Power BI, Tableau, Alteryx) a plus.
• Exposure to PE-backed portfolio companies, carve-outs, IPO readiness, or post-merger integration a plus.
• MBA or master’s degree a plus.
• Willingness to travel up to 45% based on client needs.

Compensation & Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs

Location

• Travel up to 45% based on client needs.

Equal Employment Opportunity (EEO)

The organization provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to complying with federal, state, and local laws. It prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The organization also complies with pay transparency and labor laws applicable to all terms and conditions of employment.