Apply now »

Senior Manager - Finance - EPM Architect

Location:  Toronto
Other locations:  Primary Location Only
Salary: Competitive
Date:  Sep 25, 2023

Job description

Requisition ID:  1432214
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.

Recognizing the changing and fast-paced professional landscape, you will team with engagement leadership to bring our broad range of capabilities and insights to enhance the role and effectiveness of the Finance function. We are seeking EPM Solution Architects to join our EPM practice. You will be helping clients improve their business and internal finance performance through a focus on providing business advisory services that achieve measurable benefits in operational effectiveness and strategic decision making.


The Opportunity


 A career in our EPM practice within Consulting services provides opportunities to work alongside Finance leaders to optimize their finance functions.


We help organizations achieve strategic alignment of their finance organization, implement service and cost improvement initiatives, and embed a performance management process and culture that unite the business around its core objectives.


Our EPM team sits within the Finance Performance Improvement practice, which assists clients with:

  • Finance Transformation Strategy & Roadmap
  • Finance Statement Close & Consolidations
  • FP&A, Controlling Excellence & Management Reporting
  • Finance Operating Model Design
  • Finance & Accounting Process Improvement
  • Global Business Services including Shared Service Centers, Outsourcing


As an EPM practitioner, you will either support EPM components of projects in those areas or standalone projects focused on transforming and technology enabling:

  • FP&A and Management Reporting
  • Integrated Business Planning/Supply Chain Planning
  • FP&A Operating Model Design
  • Finance Consolidations
  • Automation of Reconciliations
  • ESG Reporting

Your key responsibilities


We are seeking a highly skilled and experienced EPM Systems Implementation Solution Architect with technical experience across multiple EPM systems to join our team. In this role, you will be responsible for leading the implementation of Enterprise Performance Management (EPM) systems, specifically focused on financial consolidation, planning, budgeting, forecasting, integrated business planning/supply chain planning, reporting, reconciliations, and ESG reporting. You will work closely with clients, business stakeholders, and technical teams to understand requirements, design solutions, configure systems, and deliver successful implementations. The ideal candidate should have a strong background in finance, accounting, and EPM systems, along with expertise in financial consolidation, planning, budgeting, forecasting, and reporting processes.


Skills and attributes for success

  • Collaborating with clients and business stakeholders to gather requirements and understand their financial consolidation, planning, budgeting, forecasting, and reporting needs.
  • Designing and constructing end-to-end EPM system solutions that meet client requirements, leveraging industry best practices and the capabilities of EPM software platforms.
  • Leading and guiding the implementation of EPM systems, including project planning, system configuration, data integration, testing, and deployment.
  • Developing and documenting functional and technical specifications, including system designs, data models, process flows, and security requirements.
  • Configuring EPM software platforms, including but not limited to CCH Tagetik, Board, Oracle EPM, Anaplan, OneStream, Oracle Hyperion, SAP SAC, SAP BPC, IBM Cognos TM1, or similar systems.
  • Collaborating with technical teams to develop custom scripts, reports, and data interfaces as required to meet client-specific needs.
  • Conducting system testing, including unit testing, integration testing, and user acceptance testing, to ensure the solution meets quality standards and functional requirements.
  • Providing guidance and support to clients and end-users during system adoption, including training, user documentation, and ongoing support.
  • Collaborating with cross-functional teams, such as data integration specialists, business intelligence developers, and infrastructure teams, to ensure seamless integration and optimal system performance.
  • Staying updated with the latest advancements in EPM software platforms and emerging technologies related to financial consolidation, planning, budgeting, forecasting, and reporting.
  • Assisting in pre-sales activities, including solution demonstrations, proposal development, and client presentations.

To qualify for the role, you must have:

  • A strong academic record including a bachelor's degree and a minimum of 8 years’ experience in industry or with a recognized consulting firm.
  • Bachelor's degree in Finance, Accounting, Business Administration, Computer Science, or a related field. Advanced degree or relevant certifications (such as Oracle Hyperion Certified Implementation Specialist) are a plus.
  • Proven experience as an EPM Systems Implementation Expert and Solution Architect, with a focus on financial consolidation, planning, budgeting, forecasting, and reporting.
  • In-depth knowledge of finance and accounting principles, along with expertise in EPM processes and methodologies.
  • Strong understanding of EPM software platforms, such as CCH Tagetik, Board, Oracle EPM, Anaplan, OneStream, Oracle Hyperion, SAP SAC, SAP BPC, IBM Cognos TM1, or similar systems.
  • Experience in designing and implementing end-to-end EPM system solutions, including system configuration, data integration, and reporting.
  • Proficiency in EPM software configuration and administration, including metadata management, dimensionality, consolidation rules, workflow design, and security models.
  • Ability to translate current customer spreadsheet or other financial systems to effective and efficient EPM systems.
  • Deep understanding of accounting processes, including intercompany eliminations, currency translation, allocations, and top-side adjustments.
  • Deep understanding of planning processes, including G&A Planning, HR Planning, Capital Expense Planning, Project Planning, or ESG Planning.
  • Subject matter expertise in Account Reconciliations, Sales Performance Management (e.g. Quota / Territory Planning, Incentive Compensation Management), Sales & Operations Planning (S&OP), or Integrated Business Planning (IBP) domains.
  • Familiarity with EPM reporting and analysis tools, such as EPM excel Add-Ins, formatted reports, or similar applications.


Ideally, you’ll also have

  • Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
  • Ability to manage multiple projects simultaneously and work independently in a fast-paced environment.
  • Willingness to travel to client sites as needed.

What we look for


We are looking for the next generation of outstanding leaders to continue our legacy. Our top performers in the past have demonstrated deep knowledge of the financial services marketplace, strong analytical and problem-solving skills, and an ability to adapt and collaborate in changing circumstances. If you are someone who exhibits a strong commitment to lead projects to completion on time and within budget while guiding junior team members through feedback and coaching, then this role is for you.


What we offer


We offer a competitive compensation package where you’ll be rewarded based on performance and recognized for the value you bring. Our total rewards package includes a comprehensive medical, prescription drug and dental coverage, a contribution pension plan, a great vacation policy, firm paid days, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs/benefits designed to support physical, financial and well-being. Plus, we offer:

  • Continuous learning: you’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to e be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for how you are and empowered to use your voice to help others find theirs.

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, advocating for the LGBT+ community, promoting our Neurodiversity Centre of Excellence and Accessibility initiatives, and are dedicated to amplifying the voices of Indigenous people (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.

Apply now »