CPM / EPM Consultant – Financial Close

The Goal Getters Associates; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A financial services consultancy in Toronto is seeking an FC Consultant with over 5 years of experience in Corporate Performance Management (CPM) solutions. The ideal candidate should have a strong background in accounting and finance, excellent collaboration skills, and familiarity with leading platforms like OneStream or Oracle EPM Cloud. This role involves designing financial close solutions and collaborating closely with clients across various departments.

Benefits

Opportunity to master CPM / EPM software

Exposure to multiple industries

Collaborative work environment

Qualifications

• 5+ years experience with CPM / EPM software as a user, administrator, or consultant.
• Strong foundation in finance and accounting principles and processes.
• Post Secondary education in Business, Accounting, or Finance preferred.

Responsibilities

• Design and implement financial close solutions.
• Collaborate with clients from various departments.
• Serve as escalation support for Managed Services Operations.

Skills

Collaboration skills

Communication skills

Problem-solving

Technical aptitude

Education

Post Secondary Education in Business, Accounting, Finance

Tools

Oracle Cloud EPM

OneStream

CCH Tagetik

Workiva

Excel

Job description

We are looking for dynamic, goal-oriented individuals to join our Financial Close Practice (FC). Ideal candidates will have 5+ years of applicable experience working with leading Corporate / Enterprise Performance Management (CPM / EPM) platforms such as OneStream or Oracle EPM Cloud, a solid knowledge foundation in accounting, and a strong team player.

Our FC Practice is focused on providing leading-practice financial close, consolidation and reporting solutions for our clients driving value from :

• Financial Close Process (e.g., financial consolidation for legal entity reporting, tax filing, statutory disclosures / narrative reporting, etc.)
• Pre-Close Process (e.g., master data governance, account reconciliation, etc.)
• Post-Close Process (e.g., narrative reporting, business intelligence, dashboarding, etc.)

We take a multi-faceted approach in developing solutions – people, process, technology, and data – to streamline and improve upon the following areas :

• Account Reconciliations (e.g., Blackline, Oracle Account Reconciliations, OneStream Account Reconciliations and Transaction Matching, etc.)
• Financial and Supplemental Data Collection
• Data integrations (extract, transform, enhance, validate, load, exceptions resolution)
• Statutory and Management Reporting (local vs corporate, legal vs tax vs operational view, etc.)
• Financial Consolidations (foreign currency translations, intercompany eliminations, top side adjustments, multi-GAAP adjustments, attribution, and allocation computations, handling multiple consolidation methods, addressing changes in ownership over time, etc.)
• Reporting and analysis for Finance and Accounting (MD&A disclosures, statutory reporting, tax compliance, management reporting, as hoc data analysis, continuities, KPI trending, etc.)
• Narrative Reporting (e.g., Insight CDM, Workiva, etc )
• System Audit & Control Reviews
• CPM / EPM solution disaster recovery planning

Our FC consultants are responsible for all stages of solution design and software implementation (e.g., road mapping, requirements gathering, application / process design, development, and delivery) and serves as an escalation point for support and enhancement requests post-implementation.

As an FC consultant, you will work in close collaboration with TGG colleagues as well as client stakeholders from accounting, finance, information technology and project management departments. You also serve as issues escalation support for our Managed Services Operations (MSO) team.

This is a great opportunity to further develop expertise on leading CPM / EPM solutions – from implementation project execution, application / process development, to enabling smooth transition to ongoing support. In addition, opportunities to learn new products will be available as the industry evolves.

BENEFITS

• Opportunity to master CPM / EPM software in a formal setting, while being exposed to a broader array of software
• Diverse and dynamic environment with opportunity to learn and hone in on creating solutions to challenges faced by Finance and Accounting
• Exposure to multiple industries (e.g., financial services, real estate, manufacturing, mining, oil & gas, public sector, etc.)
• Contribute to developing sustainable and value creating leading practices in CPM / EPM configuration and roll out
• Team member of a highly collaborative and flat organization with a strong focus on client success and service excellence

CHARACTERISTICS OF A STRONG APPLICANT

• 5+ years experience with CPM / EPM software as a user, administrator, implementor or consultant with (e.g., Oracle Cloud EPM, OneStream, Oracle Hyperion, CCH Tagetik, Workiva, Insight CDM (formerly Clarity FSR / Certent CDM, Blackline, etc.)
• Excellent interpersonal skills including written and oral communication, critical thinking, problem solving, negotiating, customer service and rapport building with clients and colleagues
• Excels in collaboration while also being self-motivated when working independently
• Strong foundation in finance and accounting principles, processes, and requirements (e.g., financial close, financial analysis, financial consolidations, narrative reporting & disclosures, etc.)
• High technical aptitude (quick technology learner, intermediate Excel user, Note Pad ++, working with RDP, VCI, VPN, can understand coding, familiarity with RPA / ML / AI , etc .)
• Post Secondary Education in Business, Accounting, Finance preferred (e.g., MBA, CPA, etc.)