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Finance Reinvention - Financial Services Consultant, EPM
Job in
Milwaukee, Milwaukee County, Wisconsin, 53208, USA
Listed on 2026-10-22
Listing for:
Accenture
Full Time
position Listed on 2026-10-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
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 financial modeling and data analysis skills, including advanced Excel and the ability to work with large or imperfect datasets
+ Experience producing client-ready or executive-ready deliverables
+ Strong written and verbal communication skills, with the ability to explain analytical findings clearly to non-technical audiences
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted until 11/21/2026.
Accenture…
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