Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Manager - Location Open
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, remove boilerplate, navigation, legal, EEO, scam-warning, duplicated lines, application instructions. Also must not include sections with filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes salary range and total rewards (medical, dental, pension, 401k, PTO). So we can have Pay section with salary ranges, Benefits section with medical/dental etc. Schedule? Not mentioned. So omit Schedule.
We need sections: About the role (maybe from first paragraphs), Responsibilities (Your Key Responsibilities), Requirements/Qualifications (maybe combine?), Skills (Skills And Attributes For Success), Benefits (What We Offer You includes total rewards), Pay (salary range). Also maybe "What We Look For" could be part of About? But we can include as part of About or separate? The instruction: Prefer a few substantive sections over many thin ones. So we could combine some.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information. So we need to include details like location: Anywhere in Country (maybe not needed). The intro about EY etc. We'll include About the role paragraph summarizing the opportunity.
We must not include boilerplate like EEO, accommodation, etc. Also must not include application instructions like "Apply today", "limit yourself to two applications", etc. Also must not include "Learn more at ey.com/us/careers." That's maybe okay? It's not boilerplate? It's a link but maybe considered navigation? Safer to remove. Also remove "Are you ready to shape your future with confidence? Apply today." etc. Also remove "To make the most of your application experience..." etc. Also remove "EY accepts applications..." etc. Also remove "For those living in California..." etc. Also remove "Any misrepresentation..." etc. Also remove the long EY description about building a better working world etc. That's boilerplate? It's generic but maybe considered promotional; but it's still substantive? It's repeated elsewhere. Might be considered boilerplate. Safer to remove.
We need to keep the substantive content: The Opportunity paragraph, Your Key Responsibilities, Skills And Attributes For Success, To qualify for the role (requirements), Ideally, you'll also have (preferred qualifications), What We Look For (maybe optional), What We Offer You (benefits), The salary range (pay). Also maybe mention location: Anywhere in Country (but that's vague). Could include as a short p.
We must not repeat job title. Not given explicitly but we can ignore.
Now craft HTML.
Structure:
About the role
... (combining location intro and opportunity description)
Responsibilities
- ...
Requirements
- ...
(maybe combine qualifications and skills? But we have separate Skills section.)
Better: Requirements (minimum qualifications) and Skills (preferred/attributes). But we can combine.
Given instruction: prefer few substantive sections over many thin ones. Could have About, Responsibilities, Qualifications (including requirements and preferred), Skills, Benefits, Pay.
But we have both Skills And Attributes For Success and To qualify for the role (requirements) and Ideally, you'll also have (preferred). Could merge into Qualifications (required) and Preferred Qualifications. But we need to follow headings: we can use Requirements for required qualifications, Skills for attributes/skills, and maybe Preferred Qualifications as part of Skills? Might be okay.
Let's decide sections:
- About the role (intro + opportunity)
- Responsibilities
- Requirements (minimum qualifications)
- Skills and Attributes (including both required skills and preferred)
- Benefits
- Pay
We'll omit Schedule.
Now extract content.
About the role: Combine location line and the paragraph starting "At EY, we’re all in to shape your future with confidence..." plus "The Opportunity Our EPM team combines..." etc. We'll keep substantive.
Let's draft:
Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Whole industries are being reshaped by emerging technologies, advanced analytics, and the demand for actionable intelligence. EY helps businesses unlock measurable value from their technology investments by delivering strategic advice on how finance process optimization, enterprise performance management, and business intelligence drive performance improvement—especially during large-scale transformations. The Opportunity Our 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.
That seems good.
Responsibilities: from "Your Key Responsibilities" paragraph.
We need to list each duty as - . The paragraph includes multiple sentences; we can split into bullet points.
Original:
"The 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."
We need to split into sensible bullets:
- Manage and deliver complex FP&A and EPM projects, ensuring quality and effective risk management.
- Lead workstreams, manage client engagements, and develop innovative solutions.
- Solve complex financial problems, drive process improvements, and learn 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.
We can combine some but fine.
Now Requirements (minimum qualifications): from "To qualify for the role, you must have:" bullet list.
We need to extract each line.
List:
- 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
We need to preserve all. Might be long but okay.
Now Skills and Attributes: from "Skills And Attributes For Success" and "Ideally, you’ll also have:" plus maybe "What We Look For". We'll combine.
Skills And Attributes For Success list:
- Strong analytical skills
- Leadership abilities
- 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.
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 For: "We seek top performers who are passionate about financial planning and analytics, thrive in dynamic environments, and are committed to delivering exceptional results." Could be included as a bullet.
We'll combine all into Skills section.
Now Benefits: from "What We Offer You At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers." plus "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."
We should keep substantive: professional growth, personal fulfillment, inclusive culture, medical and dental coverage, pension and 401(k) plans, wide range of paid time off options. Also maybe mention "Learn more at ey.com/us/careers" is optional but could be considered navigation; better to omit.
Thus Benefits bullets:
- Professional growth opportunities
- Personal fulfillment
- Inclusive culture
- Medical and dental coverage
- Pension and 401(k) plans
- Wide range of paid time off options
Now Pay: from "The salary range for this job is:" with three ranges.
We need to preserve all. We'll put as a paragraph or list.
We'll output:
Pay
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.
Now ensure we didn't include any boilerplate like EEO, accommodation, etc. We removed those.
Now check for any duplicated lines: we should not repeat same content. Ensure we
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information. So we need to include details like location: Anywhere in Country (maybe not needed). The intro about EY etc. We'll include About the role paragraph summarizing the opportunity. We must not include boilerplate like EEO, accommodation, etc. Also must not include application instructions like "Apply today", "limit yourself to two applications", etc. Also must not include "Learn more at ey.com/us/careers." That's maybe okay? It's not boilerplate? It's a link but maybe considered navigation? Safer to remove. Also remove "Are you ready to shape your future with confidence? Apply today." etc. Also remove "To make the most of your application experience..." etc. Also remove "EY accepts applications..." etc. Also remove "For those living in California..." etc. Also remove "Any misrepresentation..." etc. Also remove the long EY description about building a better working world etc. That's boilerplate? It's generic but maybe considered promotional; but it's still substantive? It's repeated elsewhere. Might be considered boilerplate. Safer to remove. We need to keep the substantive content: The Opportunity paragraph, Your Key Responsibilities, Skills And Attributes For Success, To qualify for the role (requirements), Ideally, you'll also have (preferred qualifications), What We Look For (maybe optional), What We Offer You (benefits), The salary range (pay). Also maybe mention location: Anywhere in Country (but that's vague). Could include as a short p. We must not repeat job title. Not given explicitly but we can ignore. Now craft HTML. Structure:
About the role
... (combining location intro and opportunity description)
Responsibilities
- ...
Requirements
- ...
- . The paragraph includes multiple sentences; we can split into bullet points.
Original:
"The 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."
We need to split into sensible bullets:
- Manage and deliver complex FP&A and EPM projects, ensuring quality and effective risk management.
- Lead workstreams, manage client engagements, and develop innovative solutions.
- Solve complex financial problems, drive process improvements, and learn 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.
We can combine some but fine.
Now Requirements (minimum qualifications): from "To qualify for the role, you must have:" bullet list.
We need to extract each line.
List:
- 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
We need to preserve all. Might be long but okay.
Now Skills and Attributes: from "Skills And Attributes For Success" and "Ideally, you’ll also have:" plus maybe "What We Look For". We'll combine.
Skills And Attributes For Success list:
- Strong analytical skills
- Leadership abilities
- 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.
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 For: "We seek top performers who are passionate about financial planning and analytics, thrive in dynamic environments, and are committed to delivering exceptional results." Could be included as a bullet.
We'll combine all into Skills section.
Now Benefits: from "What We Offer You At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers." plus "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."
We should keep substantive: professional growth, personal fulfillment, inclusive culture, medical and dental coverage, pension and 401(k) plans, wide range of paid time off options. Also maybe mention "Learn more at ey.com/us/careers" is optional but could be considered navigation; better to omit.
Thus Benefits bullets:
- Professional growth opportunities
- Personal fulfillment
- Inclusive culture
- Medical and dental coverage
- Pension and 401(k) plans
- Wide range of paid time off options
Now Pay: from "The salary range for this job is:" with three ranges.
We need to preserve all. We'll put as a paragraph or list.
We'll output:
Pay
New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $154,000 to $256,700
Now ensure we didn't include any boilerplate like EEO, accommodation, etc. We removed those. Now check for any duplicated lines: we should not repeat same content. Ensure we
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.