Resources Global Professionals

Senior Director, Enterprise Performance Management (EPM)

Resources Global Professionals$187K — $234K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of experience in Professional Services or Consulting, focusing on EPM advisory services and finance transformation.
  • Demonstrated success in selling and delivering advisory services and exceeding revenue targets.
  • Proven ability to build trusted partnerships with C-suite executives and articulate finance-technology concepts.
  • Deep expertise in the EPM transformation lifecycle and experience with platforms like OneStream and Anaplan.
  • Knowledge of emerging technology trends, especially in finance and analytics; AI-fluent and data-driven.
  • Experience attracting and leading global teams while fostering a culture of excellence.
  • Bachelor's degree required; MBA or advanced degree preferred, with professional designations like CPA, CMA, CFA, or PMP being a plus.

Responsibilities

  • Lead the growth of RGP's EPM / CPM service line within the Digital CFO practice.
  • Serve as a senior advisor to CFOs on finance transformation and technology.
  • Oversee design and delivery of digital finance engagements and optimize implementation.
  • Build relationships with EPM / CPM platform providers and alliance partners.
  • Originate and shape new EPM / CPM opportunities while achieving sales and delivery targets.
  • Create thought leadership and go-to-market materials to differentiate RGP.
  • Mentor team members and support recruitment for EPM / CPM capability development.

Benefits

  • An inspirational workplace conducive to meaningful engagement and skill development.
  • Eligibility-based total rewards including medical, dental, and vision insurance.
  • Professional development programs to enhance career growth.
  • 401(k) savings plan and employee stock purchase plan options.
  • Generous paid time off, paid holidays, and sick leave where legally required.
Full Job Description
About This Role

We are seeking a dynamic and results-driven Senior Director to help grow and deliver RGP's Digital CFO practice. This leader will play a critical role in developing client relationships, driving revenue, and delivering cutting edge EPM / CPM / Digital Finance solutions. The ideal

candidate brings deep expertise across finance modernization, cloud-based planning and reporting tools, financial data analytics and automation technology. Preference given for experience gained within a Big 4 or tier-1 Middle Market consulting environment leading client delivery, practice development, alliance growth, and go-to-market initiatives. This is a high-impact leadership opportunity for someone energized by innovation, technology, and client success. As a key member of RGP's Digital CFO team, this individual will help shape our market position, collaborate across practices, and drive the next stage of growth for our Digital CFO practice.

Base Pay Range: $187,000 - $234,000.

Other Compensation: Incentive Compensation

What You Will Work On

  • Lead/Support the build-out, launch and growth of RGP's EPM / CPM service line within the Digital CFO practice.
  • Serve as a senior advisor to CFOs and finance executives on enterprise performance management technology, finance transformation strategy, and performance management operating models.
  • Oversee the design and delivery of end-to-end digital finance engagements including EPM / CPM current-state assessments, roadmap development, vendor evaluation and selection, implementation readiness and optimization, technology adoption and post-implementation value realization.
  • Build and maintain relationships with select EPM / CPM platform providers and alliance partners, covering both established enterprise platform providers and emerging technology start-ups. This includes providers such as OneStream, Anaplan, Workday Adaptive Planning, Pigment, Planful, Vena, Abacum and other comparable solutions.
  • Originate, shape, and support pursuit of new EPM / CPM opportunities across strategic accounts, priority prospects, and new logos. This is a seller-doer leadership role with defined annual sales and delivery targets to drive growth and expand market presence.
  • Develop client-ready points of view, thought leadership, proposal content, and go-to-market materials that boost eminence and differentiate RGP in the EPM / CPM advisory market.
  • Contribute to practice operations and workforce planning. Mentor and coach team members and support recruitment to assist the EPM / CPM capability development.


What You Will Bring

  • 15+ years of experience in Professional Services or Consulting with strong focus on EPM advisory services, finance transformation and digital CFO technology programs, with extensive experience leading large, complex programs and global engagements. Big 4 or tier-1 middle market consulting experience preferred.
  • Demonstrated success selling and delivering advisory services, exceeding revenue targets, and building a sustainable pipeline. Experience designing digital finance service offerings, pricing models, and go-to-market strategies that drive profitable growth and scalability.
  • Ability to build trusted partnerships with C-suite executives, articulate complex finance-technology concepts in business terms, and position RGP as a strategic partner to the CFO.
  • Deep Expertise across EPM transformation lifecycle; Cloud-based reporting; FP&A modernization; financial close automation and finance data analytics. Functional understanding and proven delivery experience across EPM platforms including OneStream, Anaplan, Pigment, Workday Adaptive Planning etc. is strongly preferred.
  • Comprehensive knowledge on emerging technology trends in the Office-of-the-CFO function. AI-fluent and data-driven with a passion for leveraging finance technology, automation, and analytics to reimagine the modern finance function.
  • Proven ability to attract, inspire, develop, and lead global teams, while fostering collaboration, accountability, and a culture of excellence.
  • Exceptional written and verbal communication skills, with the ability to engage clients, boards, and internal stakeholders at all levels.
  • Bachelor's degree required; MBA or advanced degree preferred. Professional designations such as CPA, CMA, CFA, or PMP are a plus.


What You Can Expect

  • An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies and qualities that set our team apart.
  • Compensation commensurate with your qualifications, experience, and other factors, including geographic location, market and operational factors.
  • Total Rewards based on eligibility include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off, Paid Holidays and Paid Sick Time (in geographies where legally required).


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