Enterprise Performance Management (w/ Anaplan or OneStream) – Sr. Manager



Enterprise Performance Management (w/ Anaplan or OneStream) – Sr. Manager New York, NY

Title: Enterprise Performance Management (w Anaplan or OneStream) – Sr. Manager

Job Type: Permanent

Primary Location: GA-Atlanta, IL-Chicago, MA-Boston, NY-New York, TX-Dallas, CA-San Francisco, TX-Houston

The Challenge:

Our client is seeking an applicant for a Senior Manager role where you’ll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. A career in Enterprise Performance Management practice will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. The applicant will support the clients by addressing the challenges of achieving appropriate standards of control, efficient back-office opportunities, and support to the business through insight and challenge. The team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems, and information to provide business insights that drive better decisions and actions.

Role and Responsibilities:

  • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
  • Deal effectively with ambiguous and unstructured problems and situations.
  • Initiate open and candid coaching conversations at all levels.
  • Move easily between big picture thinking and managing relevant detail.
  • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.
  • Contribute technical knowledge in area of specialism.
  • Contribute to an environment where people and technology thrive together to accomplish more than they could apart.
  • Navigate the complexities of cross-border and/or diverse teams and engagements.
  • Initiate and lead open conversations with teams, clients and stakeholders to build trust.
  • Uphold the firm’s code of ethics and business conduct.


Skill Requirements

  • Working in a professional services environment (a combination of industry, management consulting and/or software implementation);
  • Managing and executing large finance, enterprise and/or data architecture transformation programs;
  • Leading the design, build, migration, and testing of EPM applications such as Anaplan, OneStream or Oracle EPM for multi dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calcs (allocation, top-down spreading, currencies); and, workflow, data permissions and security;
  • Leading the technical development of EPM configuration; Business Rule/Calculation Development; -Data Integration, EPM automate, EPM Integration Agent; Master Data Management; User Security Configuration and Management, and Report Development;
  • Leading core Accounting areas including Performance Management (executive dashboards management reporting, planning, budgeting & forecasting, analytics & decision support); Record-to-Report (financial close, consolidation, financial reporting, Fixed Assets, Inventory, Payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and, Procure-to-Pay (procurement, accounts payable, invoicing);
  • Managing process improvement or re-engineering initiatives and projects in the core back office accounting and/or FP&A areas as either a consultant or internal role;
  • Possessing a client service orientation such as building solid relationships with clients; approaching clients in an organized manner, demonstrating flexibility in prioritizing and completing tasks; and,
  • Working in an Agile project management environment for tool implementation projects.
  • Designing operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices;
  • Understanding common issues facing clients in their industry;
  • Identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections, and preparing and/or coordinating complex written and verbal materials;
  • Managing teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback;
  • Leveraging business intelligence tools to support the reporting and monitoring of performance metrics; and,
  • Automating performance metrics using technologies such as Access, SharePoint and the Program Assessment Rating Tool.


Tagged as: Enterprise Performance Management (w/ Anaplan or OneStream) - Sr. Manager