Manager - Finance Transformation EPM - Microsoft Business Performance Planning

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. 

The opportunity

We are seeking a highly skilled and motivated Manager to lead our Finance Transformation EPM team. The ideal candidate will have a strong background in Microsoft Business Performance Planning, business performance planning, exceptional leadership skills, and extensive experience with Microsoft technologies. This role involves overseeing the development and implementation of performance planning solutions that drive business growth and efficiency.

Your key responsibilities

• Involvement in all facets of the consulting cycle:
• Requirements gathering and workshop facilitation: Engage with clients to understand their business needs and facilitate workshops to gather detailed requirements.
• Design, configure, and implement planning solutions leveraging the Microsoft ecosystem: Develop customized planning solutions using Microsoft tools and technologies to meet client-specific needs.
• Assist with client pursuits and proposal development: Support business development efforts by contributing to client proposals and presentations.
• Design and implement data architectures and governance: Create robust data architectures and governance frameworks to ensure data integrity and security.
• Implement and deploy Microsoft planning ecosystems for clients: Oversee the deployment of Microsoft planning solutions, ensuring seamless integration with existing systems.
• Manage client deliverables and lead engagement team resources and activities: Coordinate project deliverables, manage timelines, and lead the engagement team to ensure successful project outcomes.

Skills and attributes for success

• Microsoft Excel: Advanced proficiency in Excel for financial modeling, data analysis, and reporting.
• Microsoft Power BI: Experience creating interactive dashboards and visualizations to communicate performance metrics
• Microsoft Dynamics 365: Familiarity with ERP for integrated business planning and performance tracking
• SQL: Proficiency in SQL for data extraction and manipulation from relational databases.
• Business Intelligence Tools: Experience with BI tools such as Tableau, QlikView, or similar for data visualization and reporting.
• Financial Planning Software: Knowledge of financial planning and analysis (FP&A) tools such as Adaptive Insights, Anaplan, or similar.
• Project Management Tools: Familiarity with project management software

To qualify for the role you must have

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field; MBA or relevant advanced degree is beneficial
• 3 - 5 years of consulting experience in a client-facing role
• 5 + years of advanced working experience and knowledge of Microsoft solutions:
• Adept skills with the Power Platform
• Experience with Microsoft D365 ERP
• Experience in FP&A and with leading EPM tools is ideal
• Experience with data analytics platforms like Azure Data Lake, Azure Synapse Analytics, or similar for large-scale data processing
• Experience with Microsoft Fabric
• 5+ years of experience in business performance planning, financial analysis, or related roles
• Strong analytical and problem-solving skills with a data-driven mindset.
• Excellent communication and presentation skills, with the ability to convey complex information clearly.
• Proven ability to work collaboratively in a team-oriented environment and manage multiple priorities.

Ideally, you’ll also have

• Advanced degree in a related field: A Master's or PhD in Computer Science, Information Technology, Business Administration, or a related discipline.
• Certifications in Microsoft technologies: Relevant certifications such as Microsoft Certified: Azure Solutions Architect Expert, Microsoft Certified: Power Platform Solution Architect Expert, or similar.
• Experience with data analytics and business intelligence tools: Proficiency in tools like Power BI, Tableau, or similar platforms to analyze and visualize data effectively.
• Knowledge of financial planning and analysis: Understanding of financial principles and experience in financial planning, budgeting, and forecasting.

What we look for

We are looking for someone passionate about technology, with strong leadership and analytical skills, and a focus on client satisfaction. The ideal candidate should have experience with Microsoft Business Performance Planning tools, excellent communication abilities, and knowledge of financial planning. Familiarity with Agile methodologies and a commitment to continuous learning are also essential.

What we offer

At EY, our Total Rewards package supports our commitment to creating a leading people culture - built on high-performance teaming - where everyone can achieve their potential and contribute to building a better working world for our people, our clients and our communities. It's one of the many reasons we repeatedly win awards for being a great place to work.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future.  Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

Diversity and Inclusion at EY 

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world. 

EY | Building a better working world 

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.  

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.  

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.