Finance Transformation, Enterprise Performance Management, Senior Associate
Core
Senior Associate in Finance Transformation specializing in Enterprise Performance Management (EPM), advising clients on optimizing financial consolidation, planning, budgeting, forecasting, and reporting processes while implementing scalable EPM solutions.
Role type
Senior IC Finance Transformation Consultant (EPM)
Builds
Scalable EPM solutions (OneStream, Oracle EPM, SAP EPM, Tagetik, Anaplan) connecting business strategy, data, and technology.
Domain
Banking & Finance / Enterprise Performance Management
Deliverable
production ML models | product features | dashboards & analysis
Required skills
EPM platform expertise (OneStream, Oracle, Tagetik, Anaplan), multi-dimensional data modeling, ETL concepts, financial process knowledge (consolidation, planning, budgeting, forecasting), Agile project management, business requirements gathering, vendor selection support, project risk management.
Preferred skills
EPM tool certifications, French fluency (for Quebec roles), experience in professional services/consulting/software implementation.
Technologies
OneStream, Oracle EPM, SAP EPM, Tagetik, Anaplan, Board, Adaptive
Responsibilities
Advise clients on optimizing financial consolidation, planning, budgeting, forecasting, and reporting; design and configure EPM solutions including workflows, data sources, transformation rules, and dashboards; support data integration, ETL, and calculations (allocations, currency logic); conduct organizational diagnostics on finance processes; participate in business development and thought leadership activities.
Seniority
Senior, hands-on IC