Location: Anywhere in Country
The OpportunityOur EPM team combines deep financial planning expertise with modern technology solutions to solve our clients' most pressing challenges. You'll guide clients through the complexities of Enterprise Performance Management-from redesigning FP&A processes to implementing technology-enabled planning, budgeting, and forecasting solutions. Our Advisory Seniors help clients transform their financial planning capabilities, optimize decision-making processes, and build scalable frameworks that drive organizational performance.
This is a high-growth practice area with significant opportunities for career development and skill expansion, ideal for FP&A professionals looking to expand into consulting or consultants seeking to deepen their financial planning expertise.
Your key responsibilitiesThe core purpose of this role is to manage and deliver complex FP&A and EPM projects, ensuring quality and effective risk management. You will spend your time leading workstreams, managing client engagements, and developing innovative solutions. This role presents challenges such as solving complex financial problems, driving process improvements, and learning best practices in a dynamic environment. Develop solutions to complex problems and recommend changes to policies and procedures.
- Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
- Lead teams and provide feedback to others at lower ranks.
- Lead the effective management and delivery of financial processes, solutions, and projects.
- Ensure a focus on quality and risk management while driving continuous process improvement.
Skills and attributes for successTo excel in this role, you will need strong analytical skills, leadership abilities, and a strategic mindset.
- Deep understanding of FP&A processes, financial modeling, and business partnering
- Demonstrated ability to deliver complex transformation projects on time and on budget
- Strong business acumen with the ability to connect finance processes to strategic outcomes
- Proven success building lasting client relationships and driving commercial outcomes
- Excellent communication skills-able to translate financial concepts for diverse business audiences
- Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices.
- Lead teams and provide direction across multiple activities.
- Apply critical thinking and problem-solving skills to drive innovation.
- Exhibit commercial acumen and a global mindset.
- Navigate change and influence stakeholders effectively.
To qualify for the role, you must have:- Bachelor's degree required; Master's degree preferred (Finance, Accounting, Economics, or Business)
- Minimum 5 years of combined industry and consulting experience in financial planning and analysis, with expertise in:
- Strategic planning, long-range planning, and annual operating planning (AOP)
- Budgeting, forecasting, and rolling forecast processes
- Financial modeling and scenario analysis
- Management reporting and business performance analysis
- Capital planning and investment analysis
- Strong FP&A functional background from corporate finance roles
- Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions
- Proven track record translating business challenges into improved planning and decision-making processes
- Strong analytical and problem-solving capabilities-able to deconstruct complex issues and leverage financial data to drive insights
- Experience working with EPM platforms is a plus, such as: Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions
- Understanding of how these tools enable FP&A processes is valued
- Excellent written and verbal communication skills with executive presence
- Willingness to travel to meet client needs
Ideally, you'll also have:- Industry experience: FP&A, Financial Planning, Strategic Finance, or Corporate Finance roles in operating companies
- Consulting experience: Advisory, implementation, or transformation consulting in finance functions
- Both perspectives allow you to understand client pain points while delivering practical, sustainable solutions
- CPA, CFA, or MBA credentials
- Experience across multiple industries (e.g., manufacturing, retail, technology, healthcare, financial services)
- Familiarity with technical concepts such as data integration, cloud computing, or system architecture
- Exceptional interpersonal skills that build trust and foster collaboration with C-suite executives and finance teams
- Proactive, solutions-oriented mindset with strong executive presence
- Experience leading cross-functional teams and managing stakeholder expectations in dynamic environments
What we look forWe seek top performers who are passionate about financial planning and analytics, thrive in dynamic environments, and are committed to delivering exceptional results.
What we offer you- The salary range for this job is:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices - $154,000 to $256,700
- Bay Area California offices - $160,500 to $267,400
- All other offices locations in the US, including Sacramento - $128,400 to $235,300
- Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Are you ready to shape your future with confidence? Apply today. - To make the most of your application experience, please limit yourself to two applications within a six-month period.
- EY accepts applications for this position on an on-going basis.
- For those living in California, please click here for additional information.
- At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.