We9re currently looking for a
Manager, Financial Systems & Planning to support the design, implementation, and ongoing optimization of our Enterprise Performance Management (EPM) infrastructure. Reporting to the Director of Finance Systems, this role will partner closely with FP&A, Revenue, and Workforce Planning teams to modernize how we plan, forecast, and report. The ideal candidate brings deep hands-on experience building and maintaining EPM models, strong finance process knowledge, and the ability to translate business requirements into scalable system solutions.
Job Duties:Systems & Model Development- Design and build EPM models supporting FP&A, revenue forecasting, headcount and workforce planning (including org modeling, capacity planning, and attrition scenarios), and cost/margin analysis
- Integrate planning systems with ERP, HRIS, and data warehouse sources to support a unified reporting environment
- Enable scenario modeling and what-if analysis for finance leadership
Implementation & Project Delivery- Own end-to-end delivery of EPM projects from requirements through adoption
- Manage stakeholders across finance, IT, and operations to ensure on-time, on-scope delivery
- Support QA, testing, and documentation for new builds and enhancements
Business Partnership- Work directly with FP&A leads and finance business partners to capture requirements and deliver practical solutions
- Build and maintain dashboards, KPIs, and executive reporting outputs
- Drive user adoption and change management for system rollouts
Platform Development- Contribute to platform evaluation, roadmap planning, and best practice standards
- Stay current on EPM platform capabilities and emerging approaches to financial planning
Experience:- 6-9 years of experience in EPM, financial systems, or FP&A
- 3+ years hands-on model building experience on a modern EPM platform (Pigment, Anaplan, Adaptive, or equivalent)
- Demonstrated experience delivering EPM projects across FP&A, revenue, or headcount and workforce planning domains
- Experience working directly with finance stakeholders at the VP/Director level
- Experience with next-generation EPM platforms and a track record of migrating or modernizing legacy planning environments is a strong plus
- Consulting or SI background preferred but not required
Desired Qualifications:- Bachelor9s degree in Finance, Accounting, Economics, Information Systems, or related field
- EPM platform certification(s) preferred
- Familiarity with data integration patterns (ERP connectors, data warehouse pipelines, API-based integrations)
What we offer: - Comprehensive medical, dental, vision, disability, life insurance
- Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits
- Voluntary supplemental health coverage and life insurance
- 401K match and ESPP
- Paid time off and paid sick leave
- Paid parental and pregnancy leave
- Family-forming benefits (IVF, Preservation, Adoption etc.)
- Emergency backup care (Child/Adult/Pets)
- Employee Assistance Program (EAP) with counseling sessions available 24/7
- Free legal services that provide legal advice, document creation and estate planning
- Employee bonus referral program
- Student loan refinancing assistance
- Employee 1:1 coaching, perks and discounts program
If you are hired in Belmont, California, the compensation range for this position is between $141,500 and $172,500 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.
