Line of Service
Advisory

Industry/Sector
Not Applicable

Specialism
Banking & Finance

Management Level
Senior Associate

Job Description & Summary
As a Senior Associate in Finance Transformation - EPM, you will play a key role in technology-enabled finance transformations, with a focus on Enterprise Performance Management, advanced analytics, and AI-enabled finance capabilities. You will support clients in translating strategic ambition into measurable outcomes by contributing to transformation efforts from finance vision and operating model definition through execution and value realization. You will support the design and delivery of scalable EPM solutions (OneStream, Oracle EPM, SAP EPM, Tagetik or Anaplan) that connect business strategy, data, and technology while providing guidance to client stakeholders.

The Opportunity

As a Finance Transformation, Enterprise Performance Management, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that'll elevate your career. You will advise clients on optimizing their consolidation, planning, budgeting, forecasting, and reporting processes. You will help design performance measurement tools as well as implement solutions in leading EPM tools such as OneStream, Oracle EPM, Tagetik, Anaplan, or SAP EPM. Your role will include, but isn't limited to:

• Work on challenging and rewarding Finance Transformation - EPM engagements with multidisciplinary teams
• Advise clients on optimizing financial consolidation, planning, budgeting, forecasting, reporting, and dashboards
• Conduct organizational diagnostics on finance and performance management processes
• Define business requirements for OneStream application configuration and implementation
• Support the design, build, migration, and testing of OneStream multi-dimensional data models, including dimensions, hierarchies, and attributes
• Configure OneStream components, including: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube and metadata configuration, System security
• Develop OneStream input templates, reports, and analytical dashboards
• Support data integration and import processes, including mappings, validations, and reconciliations
• Implement OneStream calculations leveraging business rules and formulas (allocations, top-down spreading, currency logic, etc.)
• Support vendor and EPM software selection activities, including business requirements gathering
• Identify, monitor, and help resolve project issues and risks. Prepare, review, and contribute to high-quality engagement deliverables, ensuring they meet PwC and client quality standards
• Work within Agile project delivery environments for EPM implementation initiatives
• Participate in business development activities. Establish credibility with existing and new clients by demonstrating subject-matter expertise in EPM tools and finance processes
• Team with PwC colleagues across other lines of service in support of client needs for Finance Consulting services. Support the development of thought leadership and point of view materials related to EPM and Finance Transformation; Share EPM knowledge and delivery experience across the PwC network

What You'll Bring
Your skills, knowledge, and experiences are what set you apart. Here's what we look for:

• Working in a professional services environment (a combination of industry, management consulting, and/or software implementation)
• Hands-on experience with one or more EPM platforms, including in order of preference: OneStream, Oracle, Tagetik, Anaplan, Board, Adaptive, etc.)
• Managing and executing large finance, enterprise, and/or data architecture transformation programs
• Leading or contributing to the design, build, migration, and testing of multi-dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calculations (allocation, top-down spreading, currencies); and workflow, data permissions, and security
• Leading the configuration of the technology solution, including but not limited to: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube/Master Data, and System Security
• Understanding of core accounting areas, including Performance Management (executive dashboards, management reporting, planning, budgeting and forecasting, analytics and decision support); Record-to-Report (financial close, consolidation, financial reporting, fixed assets, inventory, payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and Procure-to-Pay (procurement, accounts payable, invoicing)
• Possessing a client service orientation, such as building solid relationships with clients, approaching clients in an organized manner, and demonstrating flexibility in prioritizing and completing tasks
• Working in an Agile project management environment for tool implementation projects
• An interest in upskilling for a digital world and technology trends, and an openness to learning new tools and adapting how you work
• EPM tool certifications and/or credentials are an asset

This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.

The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills
Accepting Feedback, Accepting Feedback, Accounting Practices, Accounts Payable, Accounts Receivable Management, Active Listening, Analytical Thinking, Budgetary Management, Communication, Creativity, Embracing Change, Emotional Regulation, Empathy, Financial Accounting, Financial Audit, Financial Data Mining, Financial Forecasting, Financial Internal Controls, Financial Management, Financial Modeling, Financial Record Keeping, Financial Reporting, Financial Services Operations, Financial Statement Analysis, Financial Statement Preparation {+ 16 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements
Not Specified

Available for Work Visa Sponsorship?
No

Government Clearance Required?
No

Job Posting End Date