Manager — FP&A & EPM Advisory

Overview

This role is part of the organization’s Business Transformation practice. The Manager serves as a trusted partner to clients, delivering tailored integrated solutions that help organizations solve today’s challenges and build the foundation for future success.

Work blends client delivery, team leadership, and development of junior team members, with a focus on helping CFOs rebuild planning, forecasting, financial close, and consolidation processes—and activating that design through the platforms that support them.

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
• Lead client workshops grounded in diagnostic assessments to align stakeholders, facilitate current- and future-state design, and build consensus across transformation decisions across people, process, data, and technology
• Develop strategic blueprints, target operating models, and multi-year transformation roadmaps that sequence near-term wins against structural and strategic changes
• Provide strategic FP&A surge and interim support when needed to identify process, operating model, and performance improvement opportunities and translate findings into actionable recommendations
• 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, including 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 and 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 the behavioral shift required for platform adoption
• 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 how AI and automation can genuinely improve forecasting, variance analysis, and close
• Represent the firm at industry conferences and within EPM alliance and partner ecosystems
• Collaborate across solution areas (Technical Accounting, Transactions, Private Equity, Data Transformation & Analytics, AI Strategy) to bring the full range of capabilities to clients
• Support recruiting, proposal writing, and firm-wide AI innovation initiatives

What You’ll Bring

• 5+ 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. Other relevant platforms include Anaplan, Planful, Oracle EPM/Hyperion/FCCS, Workday Adaptive, Pigment, or Cube
• 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
• Continuous learning mindset, including openness to applying emerging LLM capabilities, agent frameworks, and enterprise integration patterns

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

Equal Employment Opportunity (EEO)

The organization provides equal employment opportunities to all employees and applicants for employment and is committed to complying with federal, state, and local laws. Discrimination and harassment are prohibited without regard to protected characteristics. The organization also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Location

Not specified in the provided description.