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 BI

• You have exposure to financial services regulatory or reporting frameworks such as DFAST, CECL, RBC for insurance, or Basel/CRR

• You have an advanced degree in finance, accounting, analytics, or a related field, or are working toward a CPA or CFA

• Exposure 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…