Senior Manager, CFO Advisory - EPM & FP&A Modernization

About West Monroe West Monroe is a global business and technology consulting firm passionate about creating value for our clients. We co-create solutions that accelerate results now and prepare industries to tackle what’s next. We’re excited by the possibilities that technology creates. We work with our clients to deliver on the possible, building on their goals, generating fresh insights and creating inspiring outcomes. We excel at the intersection of industry, strategy, people and technology—always driving rapid impact. Our all-in approach comes from our unique employee ownership structure. Our clients’ success is our success. From the beginning, our growth has come from putting people at the center. Fortune and USA Today consistently celebrate West Monroe as a top workplace, and we’re recognized as a leading consultancy by Forbes and Forrester. Share our passion at westmonroe.com.

West Monroe

We’re a global business and technology consulting firm passionate about creating value with our clients.

Customer ExperienceMergers & AcquisitionsPrivate EquityHealthcare & Life SciencesEnergy & UtilitiesManufacturing & DistributionCybersecurityFinancial ServicesCorporate TransformationHigh-Tech & Software

W

westmonroe.com

1,001-5,000 employees

Business Consulting and Services

Chicago, Illinois

2002

Privately Held

95k LinkedIn followers

• Lead solution architecture for EPM and FP&A modernization programs, including
• dimensional design, planning model architecture, consolidation logic,
• metadata governance, calculation design, workflow, security, and integration
• architecture.
• Lead vendor-agnostic platform selections, including business and technical
• requirements, use-case prioritization, vendor demonstrations, scoring, total
• cost of ownership, implementation risk, and roadmap development.
• Advise CFOs, Controllers, FP&A leaders, and finance technology executives on
• platform strategy, target-state architecture, implementation sequencing,
• governance, and adoption.
• Design driver-based planning and rolling forecast solutions, including
• assumptions governance, scenario modeling, forecast accuracy measurement,
• bias analysis, and management reporting.
• Architect consolidation and reporting solutions that address intercompany
• eliminations, currency translation and CTA, minority interest, equity pickup,
• pushdown accounting, statutory reporting, and management reporting
• requirements.
• Design source-system integration patterns and data quality controls across
• ERP, operational, planning, and reporting environments, recognizing that data
• and governance issues often determine program success.
• Assess struggling EPM programs, identify root causes, define recovery plans,
• and lead remediation across architecture, data, governance, delivery, and
• adoption.
• Own engagement delivery across scope, budget, profitability, staffing, risk,
• quality, and client satisfaction while coordinating business, technology, and
• implementation partner stakeholders.
• Apply AI and automation to requirements analysis, model design, testing,
• documentation, and insight generation while maintaining appropriate human
• review, data protection, and financial control discipline
• Build executive relationships with CFOs, Controllers, FP&A leaders, finance
• transformation executives, and technology leaders.
• Identify and shape opportunities across EPM strategy, platform selection,
• implementation, close and consolidation, reconciliation, reporting, data
• modernization, and finance operating model transformation.
• Lead or support proposals, statements of work, solution design,
• implementation estimates, pricing, and executive presentations.
• Maintain productive, arm's-length relationships with EPM software vendors and
• implementation ecosystem partners while preserving West Monroe's independent
• advisory position.
• Represent West Monroe at finance technology events and contribute thought
• leadership on EPM modernization, platform selection, planning transformation,
• and AI-enabled finance.
• Own and refresh West Monroe's EPM platform selection point of view, including
• implementation cost, duration, architecture considerations, delivery risks,
• common failure modes, and fit by client context.
• Develop reusable methodologies, requirements libraries, vendor scorecards,
• architecture templates, design standards, testing approaches, and
• implementation accelerators.
• Lead, coach, and mentor Managers, Senior Consultants, Consultants, and
• architects, with hands-on review of solution designs and executive
• deliverables.
• Serve as a Career Advisor and actively participate in performance management,
• recruiting, interviewing, onboarding, certification planning, and technical
• capability development.
• Collaborate across CFO Advisory, ERP Strategy, Data and AI, Technology and
• Experience, Mergers and Acquisitions, and industry teams to deliver
• integrated finance transformation solutions.

Required

• Bachelor's degree in finance, accounting, information systems, computer
• science, business, or a related discipline, or equivalent experience.
• 10+ years of progressive experience in enterprise performance management,
• corporate finance systems, financial consolidation, planning, or related
• consulting and implementation work.
• Experience delivering at least five full-lifecycle EPM implementations,
• including at least two in a solution architect or equivalent design authority
• role.
• Experience diagnosing and recovering at least one challenged EPM
• implementation, with the ability to explain the architecture, data,
• governance, delivery, and adoption failure modes involved.
• Deep certification and implementation expertise in at least one major EPM
• platform such as OneStream, Anaplan, Workday Adaptive Planning, or Oracle EPM
• Cloud, with credible working knowledge across several additional planning,
• consolidation, and performance management platforms.
• Deep knowledge of consolidation mechanics, including intercompany
• eliminations, currency translation, CTA, minority interest, equity pickup,
• pushdown accounting, and reporting controls.
• Strong experience in dimensional design, chart-of-accounts and hierarchy
• design, metadata governance, rules and calculation engines, and data
• integration.
• Experience designing driver-based planning models, rolling forecasts,
• scenario analysis, and forecast accuracy measurement using metrics such as
• MAPE and bias.
• Understanding of close, reconciliation, and external reporting platforms
• sufficient to design integrations and an end-to-end finance architecture.
• Experience advising mid-market and private equity-backed organizations and
• leading complex engagements, executive client relationships, cross-functional
• teams, and third-party implementation partners without over-engineering the
• solution.
• Demonstrated contribution to business development, platform alliance
• relationships, proposals, solution design, and practice growth.
• Exceptional written and verbal communication skills, including the ability to
• translate complex architecture decisions into clear executive-level
• recommendations.
• Experience using AI tools in day-to-day work to improve productivity and
• insight generation, paired with strong critical thinking to evaluate
• accuracy, bias, controls, and business relevance.
• Ability to work permanently in the United States without sponsorship.
• Ability to travel up to 50 percent based on client and engagement needs.

Preferred

• CPA, CMA, MBA, or a controllership, FP&A, or corporate finance leadership
• background.
• Prior practice-building or partner-track experience in an EPM-focused
• consulting organization, including architecture across planning and
• consolidation and development of platform selection thought leadership or
• implementation benchmarks
• Based on pay transparency guidelines, the salary range for this role can vary
• based on your proximity to one of our West Monroe offices (see table below).
• Information on our competitive total rewards package, including our bonus
• structure and benefits is here [https://www.westmonroe.com/careers/benefits].
• Individual salaries are determined by evaluating a variety of factors including
• geography, experience, skills, education, and internal equity.
• Employees (and their families) are covered by medical, dental, vision, and basic
• life insurance. Employees are able to enroll in our company’s 401k
• plan, purchase shares from our employee stock ownership program and be eligible
• to receive annual bonuses. Employees will also receive unlimited flexible time
• off and ten paid holidays throughout the calendar year. Eligibility for ten
• weeks of paid parental leave will also be available upon hire date.
• Seattle or Washington, D.C.
• $194,100—$228,400 USD
• Los Angeles
• $203,400—$239,300 USD
• New York City or San Francisco
• $21,600—$250,100 USD
• A location not listed above
• OTHER CONSULTANCIES TALK AT YOU.
• AT WEST MONROE, WE WORK WITH YOU.
• We’re a global business and technology consulting firm passionate about creating
• measurable value for our clients, delivering real-world solutions.
• The combination of business and technology is not new, but how we bring them
• together is unique. We’re fluent in both. We know that technology alone is not
• the answer, but how we apply it is. We rely on data to constantly adapt and
• solve new challenges. Actions that work today with outcomes that generate value
• for years to come.
• At West Monroe, we zero in on the heart of the opportunity, getting to results
• faster and preparing people for what’s next.
• You’ll feel the difference in how we work. We show up personally. We’re right
• there in the room with you, co-creating through the challenges. With West
• Monroe, collaboration isn’t a lofty promise, but a daily action. We work
• together with you to turn vision into clear action with lasting impact.
• We believe in treating each employee and applicant for employment fairly and
• with dignity. We base our employment decisions on merit, experience, and
• To learn more about diversity, equity and inclusion at West Monroe,
• visit www.westmonroe.com/inclusion [http://www.westmonroe.com/inclusion]. If you
• [recruiting@westmonroe.com].
• Please review our company disclosures regarding use of artificial intelligence
• during the hiring process
• West Monroe uses the BrightHire platform to record live interviews so our team
• can capture notes more accurately, stay focused on the conversation, and
• If you are based in California, we encourage you to read West Monroe’s Notice at
• Collection for California residents, provided pursuant to the California
• Consumer Privacy Act (CCPA) and linked here

• Medical insurance
• Dental insurance
• Vision insurance
• Basic life insurance
• 401k plan
• Employee stock ownership program
• Annual bonuses
• Unlimited flexible time off
• Paid holidays
• Paid parental leave