EPM/ERP Transformation Lead – Finance & Cloud Transformation

Excelerate•San Diego, CA

3d•Hybrid

About The Position

We are looking for a seasoned EPM/ERP Transformation Lead for a large-scale, multi-year finance transformation program. This is a high-visibility engagement at the intersection of enterprise cloud modernization, finance process redesign, and organizational change anchored around a full reimplementation of the client's EPM and ERP landscape into a cloud-native solution. This is not a technical development or systems administration role, but a domain expert and program leadership position. You will serve as a trusted subject matter expert and transformation guide, someone who has been through multiple cloud implementations before, can speak credibly to what "good" looks like, and can help stakeholders think through process redesign, system fit, and organizational readiness at every stage of the journey. The program is centered on a transformation initiative moving from legacy, on-premise systems to a cloud-native EPM and ERP architecture (Oracle or equivalent), with a strong emphasis on reimagining planning, forecasting, and reporting processes rather than a lift-and-shift migration. The near-term priority will be focused on the EPM and FP&A workstream, with ERP modernization to follow. You will help lead and coordinate a cross-functional program team, engage closely with senior stakeholders, and serve as the connective tissue between strategy, process design, and execution.

Requirements

8+ years of experience in EPM/ERP cloud transformation, finance transformation, or enterprise technology consulting, with a strong track record of seeing complex implementations from strategy to execution.
Deep understanding of the EPM landscape: how planning connects to forecasting, reporting, and FP&A, and how to implement it the right way in a cloud-native environment.
Hands-on experience with Oracle Cloud EPM/ERP or equivalent platforms.
Familiarity with Chart of Accounts redesign and how upstream ERP architecture feeds downstream EPM and reporting.
Demonstrated knowledge of finance domain terminology and processes across Record-to-Report, FP&A, and planning cycles.
Proven ability to lead large, cross-functional program teams through multi-year transformation programs in complex, matrixed organizations.
Experience in standing up program governance, operating rhythms, and mobilization plans from the ground up.
Strong executive communication skills with an ability to prepare and present materials to C-suite and senior leadership with clarity and confidence.
Comfortable managing ambiguity, competing priorities, and evolving scope across a long-horizon program.
High degree of ownership and accountability, someone who takes initiative, follows through, and drives outcomes without waiting for direction.
Operates with velocity and a bias toward action, while maintaining breadth of view across a full program.
Strong cross-functional collaborator who can engage across finance, technology, and executive stakeholders, bringing everyone along through both push and pull.
Comfortable engaging with IST time zone on occasion to support global program coordination.
West Coast-based required; Mountain View, CA or San Diego, CA preferred.
Willingness to travel to Mountain View, CA on occasion.
Bachelor's degree required.

Nice To Haves

Oracle experience strongly preferred.
MBA or advanced degree in Finance, Business, or related field preferred.

Responsibilities

Serve as the primary domain expert and program lead for the EPM/ERP cloud transformation, guiding strategy, sequencing, and execution across workstreams.
Lead cross-functional program team coordination across finance, technology, and business stakeholders, driving accountability and momentum throughout the transformation lifecycle.
Manage program roadmap, milestones, risks, and dependencies to maintain clarity and forward progress in a complex, matrixed environment.
Engage directly with senior leadership, preparing executive readouts, steering committee materials, and progress updates.
Bring deep, hands-on knowledge of EPM and ERP cloud implementations to guide process fit-gap analysis, design decisions, and vendor/platform evaluation.
Advise Chart of Accounts redesign and how it connects into the EPM and planning architecture (FP&A, forecasting, and reporting).
Help the steerco think through what to automate, what to rethink, and how to move from legacy processes to cloud-native best practices.
Speak credibly to Oracle Cloud EPM/ERP or equivalent platforms, drawing on prior implementation experience to inform solution design.
Drive a dedicated workstream focused on the connection of planning, forecasting, and reporting processes into a cohesive, cloud-native EPM architecture.
Partner with finance and FP&A stakeholders to align transformation solutions with operational, reporting, and compliance requirements.
Identify opportunities to improve process efficiency, reduce cycle times, and enable better decision-making through the new platform.
Support program mobilization efforts to ensure the work is ready to be executed on day one of FY27; standing up operating rhythms, governance structures, and building team norms.
Drive change management efforts to help business teams understand transformation impacts and build organizational readiness for the new system and processes.
Facilitate workshops, working sessions, and stakeholder alignment forums across finance, technology, and executive leadership.