EPM / FP&A Consultant

EPM / FP&A Consultant – Job Description

1. Position Overview

• Position Title: EPM / FP&A Consultant
• Grade Level: Associate/Senior Associate

2. Key Responsibilities

• Participate in Enterprise Performance Management (EPM) and FP&A transformation projects for large and mid-size enterprises
• Support design and implementation of planning/budgeting/forecasting, consolidation and reporting processes
• Translate business requirements into functional and technical specifications
• Develop and configure EPM solutions (e.g., OneStream, Anaplan, etc.)
• Build financial models, dashboards, and reports to support decision-making
• Build data integration, validation, and reconciliation processes
• Collaborate with client stakeholders (Finance, IT) to ensure successful delivery
• Conduct system testing (SIT, UAT), documentation, and end-user training
• Identify opportunities for process improvement and automation in FP&A cycles
• Support project management activities including timeline tracking and deliverable coordination

3. Qualifications & Requirements

3.1 Required Skills

• Understanding of FP&A (planning, budgeting, forecasting, variance analysis) or consolidation processes
• Hands-on experience with at least one EPM tool (not limited to what’s listed below):
• OneStream (preferred)
• Anaplan
• Oracle Hyperion / FCCS / PBCS / EPBCS / ARCS
• SAP BPC / SAC
• Basic knowledge of data integration / ETL concepts
• Familiarity with one of SQL, VB.NET, C# , Essbase
• Understanding of financial statements (P&L, BS, CF)

3.2 Preferred Qualifications

• Experience in finance transformation or consulting projects
• Familiarity with system implementation lifecycle
• Certifications (Optional but Preferred)
• CMA/ CPA / ACCA / PMP
• EPM tool certifications (e.g., OneStream, Anaplan, Oracle)
• Experience leveraging AI-powered tools to enhance productivity
• Ability to incorporate AI and automation tools into daily workflows

3.3 Language Requirements

• Fluent English (written and spoken) – must be able to work in an international project environment
• Mandarin Chinese – professional working proficiency