Finance Reinvention – Financial Services Consultant, EPM

We are:

Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient, resilient and value-creating Finance function powered by data, automation and a strong ecosystem of technology partners.

Our Planning & Performance Analysis (P&PA) capability focuses on Financial Services, turning financial data into forward-looking conviction through connected planning, AI-driven forecasting, scenario modeling, and decision intelligence that helps banking, insurance, and capital markets leaders navigate volatility and move boldly.

You are:

An analytical problem-solver drawn to how finance functions actually work — and how they could work better. You are comfortable in a model, in a dataset, and in front of a client, and you want to build depth in Enterprise Performance Management (EPM), FP&A, and AI-enabled planning.

You gather requirements, configure models and reports, test the logic, and turn analysis into insights that inform real client decisions. You produce accurate, complete, client-ready deliverables that you own end to end.

The work:

Build and configure planning, forecasting, and reporting solutions on leading EPM platforms under the direction of a workstream lead Configure and test agentic FP&A workflows, including automated scenario generation and variance commentary

Develop driver-based planning models, scenario logic, and variance analytics that clients use to steer the business

Work with emerging AI and EPM platform capabilities as they reach the market, and help translate them into something a finance function can use Gather and document requirements through client interviews and working sessions; translate them into functional designs and build specifications

Perform finance data analysis — profiling source data, validating model outputs, and testing results against client baselines

Produce clear, client-ready deliverables: process documentation, design artifacts, dashboards, and executive summaries

Support testing, training, and deployment activities through go-live and stabilization

Contribute to practice assets — reusable templates, configuration accelerators, and internal knowledge-sharing

Build financial services domain knowledge across banking, insurance, and capital markets through client work and structured learning

Ability to travel up to 25–50%, commensurate with client engagement requirements

Here’s what you need:

A minimum of 3 years of experience in finance transformation, FP&A, financial analysis, or EPM implementation — in a consulting, professional services, or corporate finance environment

Bachelor's degree Bonus points if:

You have financial services experience — in banking, insurance, or capital markets, whether through consulting engagements or an in-house role

You have hands-on build or configuration experience in an EPM platform, or hold a platform certification such as Anaplan Model Builder You have worked with AI, GenAI, automation, or advanced analytics applied to a finance process

You are comfortable with SQL, Python, or a BI tool such as Tableau or Power BIYou have exposure to financial services regulatory or reporting frameworks such as DFAST, CECL, RBC for insurance, or Basel/CRRYou have an advanced degree in finance, accounting, analytics, or a related field, or are working toward a CPA or CFAExposure to at least one EPM platform (Oracle EPM Cloud, SAP Analytics Cloud, Anaplan, One Stream, or Workday Adaptive Planning) through implementation, administration, or hands-on use Strong…