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.

The work:

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

Here’s what you need:

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 capacityA 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 a…