Finance Transformation, Enterprise Performance Management, Senior Associate
$84,700–$134,700 year
On-siteToronto, Ontario, Canada or Calgary, Alberta, Canada
Job Summary
Conduct finance transformation engagements focused on Enterprise Performance Management, advising clients on optimizing consolidation, planning, budgeting, forecasting, and reporting processes. Design and deliver scalable EPM solutions using OneStream, Oracle EPM, SAP EPM, Tagetik, or Anaplan to connect business strategy with data. Perform organizational diagnostics on finance processes, define business requirements, and support the design, build, migration, and testing of multi-dimensional data models, including dimensions, hierarchies, and attributes. Configure OneStream components such as workflows, data sources, transformation rules, business rules, dashboards, and system security while managing data integration, mappings, and reconciliations. Implement calculations leveraging business rules and formulas, including allocations, top-down spreading, and currency logic. Work within Agile project delivery environments, identify project risks, and contribute to high-quality engagement deliverables. Participate in business development activities and support the development of thought leadership materials related to EPM and Finance Transformation.
Required Qualifications
- Working in a professional services environment (a combination of industry, management consulting, and/or software implementation)
- Hands-on experience with one or more EPM platforms, including in order of preference: OneStream, Oracle, Tagetik, Anaplan, Board, Adaptive, etc.
- Managing and executing large finance, enterprise, and/or data architecture transformation programs
- Leading or contributing to the design, build, migration, and testing of multi-dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calculations (allocation, top-down spreading, currencies); and workflow, data permissions, and security
- Leading the configuration of the technology solution, including but not limited to: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube/Master Data, and System Security
- Understanding of core accounting areas, including Performance Management (executive dashboards, management reporting, planning, budgeting and forecasting, analytics and 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)
- Possessing a client service orientation, such as building solid relationships with clients, approaching clients in an organized manner, and demonstrating flexibility in prioritizing and completing tasks
- Working in an Agile project management environment for tool implementation projects
Desired Qualifications
- EPM tool certifications and/or credentials are an asset
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