Finance Reinvention – Financial Services Manager, 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: A digital finance practitioner who pairs Enterprise Performance Management (EPM) and FP&A delivery experience with financial services industry knowledge. You understand how banks, insurers, or capital markets firms plan, forecast, and evaluate performance — and you have hands‑on experience moving those processes off spreadsheets and onto connected, AI-enabled platforms. You are the person who owns the workstream and delivers on outcomes.

You translate client requirements into working solutions, lead a delivery team through design and build, and keep senior stakeholders confident in where things stand.

• Design and deploy agentic FP&A workflows — automated scenario generation, variance flagging, and insight delivery that replace analyst build time
• Lead delivery work streams within Finance Reinvention engagements — owning scope, timeline, quality, and day-to-day client interaction for your area
• Define Human + Machine operating models — which work humans own, which agents execute, and how handoffs, controls, and escalation paths function
• Work alongside frontier AI providers and EPM platform partners to bring emerging agentic capabilities into client finance functions
• Design and build driver-based planning, rolling forecasting, and variance analytics solutions on leading EPM platforms
• Run requirements gathering, current-state assessment, and target-state design sessions with client finance and technology stakeholders
• Analyze complex financial services data environments — regulatory constraints, actuarial inputs, treasury baselines, segment-level P&L — and translate them into working planning and analytics models
• Manage a delivery team of three or more practitioners; assign work, review output, and develop team members through coaching and feedback
• Own a set of client relationships at the finance manager and director level, and support senior leadership in maintaining executive relationships
• Support proposals and pursuits — developing solution approaches, building estimates, and contributing content
• Contribute to practice assets: reusable models, configuration accelerators, delivery playbooks, and knowledge-sharing across the P&PA capability
• Ability to travel up to 25-50%, commensurate with client engagement requirements

• A minimum of 5 years of combined consulting and/or industry experience in finance transformation, FP&A, or EPM — including a minimum of 2 years in a consulting or advisory capacity
• A minimum of 2 years leading delivery teams or work streams, including assigning work and reviewing output
• Bachelor's degree
• Bonus points if:
  You have built or deployed agentic AI workflows within FP&A or core finance — including driver-based scenario automation, variance commentary, or self-service reporting
• You hold a platform certification (Oracle EPM, One Stream, Anaplan Model Builder, or equivalent)
• You have contributed to proposals, RFPs, or solution proofs of concept in…