Finance Transformation, Enterprise Performance Management, Senior Associate
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Key skills for this role
Role Overview
Support clients in optimizing their financial processes
Experience with EPM platforms
Client service orientation
Key Skills for This Role
Full Job Posting
Overview
Support clients in optimizing their financial processes
Experience with EPM platforms
Client service orientation
Responsibilities
- Work on challenging and rewarding Finance Transformation – EPM engagements with multidisciplinary teams
- Advise clients on optimizing financial consolidation, planning, budgeting, forecasting, reporting, and dashboards
- Conduct organizational diagnostics on finance and performance management processes
- Define business requirements for EPM Solutions configuration and implementation
- Support the design, build, migration, and testing of OneStream multi-dimensional data models, including dimensions, hierarchies, and attributes
- Configure OneStream components, including: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube and metadata configuration, System security
- Develop OneStream input templates, reports, and analytical dashboards
- Support data integration and import processes, including mappings, validations, and reconciliations
- Implement OneStream calculations leveraging business rules and formulas (allocations, top-down spreading, currency logic, etc.)
- Support vendor and EPM software selection activities, including business requirements gathering
- Identify, monitor, and help resolve project issues and risks. Prepare, review, and contribute to high-quality engagement deliverables, ensuring they meet PwC and client quality standards
- Work within Agile project delivery environments for EPM implementation initiatives
Requirements
- Experience with one or more EPM platforms, including 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
- Leading the configuration of the technology solution, including 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, Record-to-Report, Order-to-Cash, and Procure-to-Pay
- Working in an Agile project management environment for tool implementation projects
- Interest in upskilling for a digital world and technology trends, and an openness to learning new tools and adapting how you work
- EPM tool certifications and/or credentials
Skills
- OneStream
- Oracle EPM
- SAP EPM
- Tagetik
- Anaplan
- Enterprise Performance Management (EPM)
- Advanced analytics
- AI-enabled finance capabilities
- Financial consolidation
- Planning, budgeting, forecasting, and reporting
- Data integration
- Data management
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