Overview:
In this role you lead Finance Reinvention engagements for financial services, from strategy and operating model design to EPM implementation and AI-enabled finance. You advise CFOs and senior finance leaders, translating complex FS data environments into scalable planning and analytics solutions. You work with cross-functional teams and alliance partners to deliver driver-based planning, rolling forecasts, and agentic FP&A workflows that accelerate decision cycles. You help shape finance functions with humans and intelligent agents, ensuring governance and risk management. This is a high-impact role at the intersection of AI, EPM, and FS regulation. Compensation / Benefits medical, dental, vision life insurance long-term disability 401(k) plan bonus opportunities paid holidays and paid time off
Responsibilities:
Lead Finance Reinvention engagements from strategy to EPM implementation and AI enablement Design and deliver driver-based planning, rolling forecasting, and variance analytics Advise on EPM platform selection and match to FS client context and regulatory environment Architect agentic FP&A workflows automating scenario generation and insight delivery Define Human + Machine operating models with accountability, audit trails, and escalation paths Translate FS data environments into scalable planning and analytics solutions Manage engagement risk, project economics, and client relationships; advise CFO-level stakeholders Contribute to practice growth through proposals, client relationships, and pipeline development Collaborate with alliance partners to deliver partner-enabled solutions Mentor practitioners and stay current on EPM, AI, and finance transformation trends
Key requirements:
Minimum 8 years in finance transformation, FP&A, or EPM with at least 3 years in advisory/consulting At least 5 years leading project teams and managing senior client relationships Bachelor's Degree Executive presence Strong communication and presentation skills Client relationship management Agentic FP&A workflows Driver-based planning and scenario automation EPM platforms: Oracle EPM Cloud, SAP BPC or SAP Analytics Cloud, Anaplan, OneStream, Workday Adaptive Planning