Manager, Financial Systems & Planning

Job Duties

• 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
• 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
• 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
• 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

Qualifications

• Bachelor's 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)