Senior Director, Enterprise Performance Management (EPM)

RGP•San Francisco, CA

4d•$200,000 - $250,000•Hybrid

About The Position

We are seeking a dynamic and results-driven Senior Director to help grow and deliver RGP’s Digital CFO practice. This leader will play a critical role in developing client relationships, driving revenue, and delivering cutting edge EPM / CPM / Digital Finance solutions. The ideal candidate brings deep expertise across finance modernization, cloud-based planning and reporting tools, financial data analytics and automation technology. Preference given for experience gained within a Big 4 or tier-1 Middle Market consulting environment leading client delivery, practice development, alliance growth, and go-to-market initiatives. This is a high-impact leadership opportunity for someone energized by innovation, technology, and client success. As a key member of RGP’s Digital CFO team, this individual will help shape our market position, collaborate across practices, and drive the next stage of growth for our Digital CFO practice.

Requirements

15+ years of experience in Professional Services or Consulting with strong focus on EPM advisory services, finance transformation and digital CFO technology programs, with extensive experience leading large, complex programs and global engagements.
Demonstrated success selling and delivering advisory services, exceeding revenue targets, and building a sustainable pipeline.
Ability to build trusted partnerships with C-suite executives, articulate complex finance-technology concepts in business terms, and position RGP as a strategic partner to the CFO.
Deep Expertise across EPM transformation lifecycle; Cloud-based reporting; FP&A modernization; financial close automation and finance data analytics.
Functional understanding and proven delivery experience across EPM platforms including OneStream, Anaplan, Pigment, Workday Adaptive Planning etc. is strongly preferred.
Comprehensive knowledge on emerging technology trends in the Office-of-the-CFO function.
AI-fluent and data-driven with a passion for leveraging finance technology, automation, and analytics to reimagine the modern finance function.
Proven ability to attract, inspire, develop, and lead global teams, while fostering collaboration, accountability, and a culture of excellence.
Exceptional written and verbal communication skills, with the ability to engage clients, boards, and internal stakeholders at all levels.
Bachelor’s degree required

Nice To Haves

Big 4 or tier-1 middle market consulting experience preferred.
Experience designing digital finance service offerings, pricing models, and go-to-market strategies that drive profitable growth and scalability.
MBA or advanced degree preferred.
Professional designations such as CPA, CMA, CFA, or PMP are a plus.

Responsibilities

Lead/Support the build-out, launch and growth of RGP’s EPM / CPM service line within the Digital CFO practice.
Serve as a senior advisor to CFOs and finance executives on enterprise performance management technology, finance transformation strategy, and performance management operating models.
Oversee the design and delivery of end-to-end digital finance engagements including EPM / CPM current-state assessments, roadmap development, vendor evaluation and selection, implementation readiness and optimization, technology adoption and post-implementation value realization.
Build and maintain relationships with select EPM / CPM platform providers and alliance partners, covering both established enterprise platform providers and emerging technology start-ups. This includes providers such as OneStream, Anaplan, Workday Adaptive Planning, Pigment, Planful, Vena, Abacum and other comparable solutions.
Originate, shape, and support pursuit of new EPM / CPM opportunities across strategic accounts, priority prospects, and new logos. This is a seller–doer leadership role with defined annual sales and delivery targets to drive growth and expand market presence.
Develop client-ready points of view, thought leadership, proposal content, and go-to-market materials that boost eminence and differentiate RGP in the EPM / CPM advisory market.
Contribute to practice operations and workforce planning. Mentor and coach team members and support recruitment to assist the EPM / CPM capability development.