About The Position
Whole industries are being reshaped by emerging technologies, advanced analytics, and the demand for actionable intelligence. EY helps businesses unlock measurable value from their technology investments by delivering strategic advice on how finance process optimization, enterprise performance management, and business intelligence drive performance improvement—especially during large-scale transformations. The opportunity Our EPM team combines deep financial planning expertise with modern technology solutions to solve our clients’ most pressing challenges. You’ll guide clients through the complexities of Enterprise Performance Management—from redesigning FP&A processes to implementing technology-enabled planning, budgeting, and forecasting solutions. Our Advisory Seniors help clients transform their financial planning capabilities, optimize decision-making processes, and build scalable frameworks that drive organizational performance. This is a high-growth practice area with significant opportunities for career development and skill expansion, ideal for FP&A professionals looking to expand into consulting or consultants seeking to deepen their financial planning expertise.
Requirements
- Strong analytical skills, leadership abilities, and a strategic mindset.
- Deep understanding of FP&A processes, financial modeling, and business partnering.
- Demonstrated ability to deliver complex transformation projects on time and on budget.
- Strong business acumen with the ability to connect finance processes to strategic outcomes.
- Proven success building lasting client relationships and driving commercial outcomes.
- Excellent communication skills—able to translate financial concepts for diverse business audiences.
- Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices.
- Lead teams and provide direction across multiple activities.
- Apply critical thinking and problem-solving skills to drive innovation.
- Exhibit commercial acumen and a global mindset.
- Navigate change and influence stakeholders effectively.
- Bachelor’s degree required; Master’s degree preferred (Finance, Accounting, Economics, or Business).
- Minimum 5 years of combined industry and consulting experience in financial planning and analysis, with expertise in: Strategic planning, long-range planning, and annual operating planning (AOP), Budgeting, forecasting, and rolling forecast processes, Financial modeling and scenario analysis, Management reporting and business performance analysis, Capital planning and investment analysis.
- Strong FP&A functional background from corporate finance roles.
- Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions.
- Proven track record translating business challenges into improved planning and decision-making processes.
- Strong analytical and problem-solving capabilities—able to deconstruct complex issues and leverage financial data to drive insights.
- Experience working with EPM platforms is a plus, such as: Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions.
- Understanding of how these tools enable FP&A processes is valued.
- Excellent written and verbal communication skills with executive presence.
- Willingness to travel to meet client needs.
Nice To Haves
- Industry experience: FP&A, Financial Planning, Strategic Finance, or Corporate Finance roles in operating companies.
- Consulting experience: Advisory, implementation, or transformation consulting in finance functions.
- CPA, CFA, or MBA credentials.
- Experience across multiple industries (e.g., manufacturing, retail, technology, healthcare, financial services).
- Familiarity with technical concepts such as data integration, cloud computing, or system architecture.
- Exceptional interpersonal skills that build trust and foster collaboration with C-suite executives and finance teams.
- Proactive, solutions-oriented mindset with strong executive presence.
- Experience leading cross-functional teams and managing stakeholder expectations in dynamic environments.
Responsibilities
- Manage and deliver complex FP&A and EPM projects, ensuring quality and effective risk management.
- Lead workstreams, manage client engagements, and develop innovative solutions.
- Solve complex financial problems, drive process improvements, and learn best practices in a dynamic environment.
- Develop solutions to complex problems and recommend changes to policies and procedures.
- Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
- Lead teams and provide feedback to others at lower ranks.
- Lead the effective management and delivery of financial processes, solutions, and projects.
- Ensure a focus on quality and risk management while driving continuous process improvement.
Benefits
- Medical and dental coverage
- Pension and 401(k) plans
- Wide range of paid time off options
- Flexible vacation policy
- Designated EY Paid Holidays
- Winter/Summer breaks
- Personal/Family Care
- Other leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Manager
