EPM Data & AI Senior Associate

PwC UK; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

PwC UK is seeking a Senior Associate for Finance Solutions - EPM to lead hands-on FP&A data and AI programmes across planning, budgeting and forecasting. You will work with Finance, Data and IT stakeholders to design scalable data, analytics and agentic components that improve performance management.

You will collaborate with multidisciplinary delivery teams to implement modern data platforms and EPM solutions, while developing technical and consulting capabilities and contributing to client

Qualifications

• Experience designing or delivering FP&A, EPM, analytics or finance transformation solutions for large, complex organisations, either in consulting or from within a finance function.
• An FP&A and EPM foundation with practical experience of planning, budgeting, forecasting and management reporting processes.
• Understanding modern data and analytics concepts with exposure to Databricks, Microsoft Fabric, Snowflake, Azure or Power BI, or comparable cloud services.
• Experience gathering and documenting business requirements with Finance, Data and IT stakeholders, translating needs into data, analytics, AI and workflow capabilities.
• A business and finance process oriented mindset, combining technology, governance, controls and adoption with strong communication skills.
• Practical exposure to AI and agentic capability in finance or planning contexts.

Responsibilities

• Contribute to design and delivery of FP&A Data and AI solutions for planning, budgeting, forecasting and performance management.
• Document requirements and support workshops with Finance, Data and IT stakeholders.
• Support design of FP&A processes across revenue, demand, margin, workforce, OpEx/CapEx, cash flow forecasting and reporting.
• Assist build and test across data platforms, ERP (SAP S/4HANA, Oracle) and cloud platforms (Databricks, Fabric, Snowflake, Azure).
• Help bring AI capabilities into finance designs, including automated data interrogation and predictive forecasting.
• Work with onshore/offshore teams and finance transformation consultants to deliver defined deliverables.
• Build relationships with client stakeholders and contribute to asset development and proposals.
• Develop technical, consulting and finance transformation skills through delivery and coaching.

Job description

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.

About The Role

Imagine helping some of the world's most complex organisations reinvent how they plan, budget, forecast and manage performance - not through a single classic EPM SaaS platform, but through the next generation of finance data platforms, AI capability and agentic workflows. As a Senior Associate in our Finance Solutions - EPM team, part of the Digital Core Modernisation practice, you'll play a hands-on role on high-profile FP&A Data and AI programmes, helping finance functions move from static planning cycles to intelligent, connected and insight-led performance management.

What Your Days Will Look Like

• Contributing to the design and delivery of FP&A Data and AI solutions, translating planning, budgeting, forecasting and performance management requirements into scalable data, analytics and agentic components.
• Preparing for and supporting business requirement and design workshops with Finance, Data and IT stakeholders, including documenting requirements, capturing decisions and helping translate outcomes into future-state processes, governance and adoption activities.
• Supporting the design of FP&A processes across revenue, demand, margin, workforce, OpEx/CapEx, cash flow forecasting, scenario modelling and management reporting, with data and AI embedded into the process design.
• Supporting the build, configuration and testing of solutions across modern data platforms and the wider finance landscape, including ERP (SAP S/4HANA, Oracle), cloud data platforms (Databricks, Microsoft Fabric, Snowflake, Azure), BI tools and existing EPM platforms.
• Helping bring AI and agentic capabilities into finance designs - for example automated data interrogation, driver-based forecasting, variance commentary, planning co-pilots, close-to-forecast workflows and self-service insight agents.
• Taking ownership of defined deliverables or workstreams, managing your own priorities and working collaboratively as part of mixed onshore/offshore and multi-disciplinary delivery teams alongside finance transformation consultants, data engineers, solution architects, AI specialists and client teams.
• Building trusted relationships with client stakeholders, supporting proposals and asset development, and helping build our next generation EPM Data and AI capability.
• Developing your technical, consulting and finance transformation skills through hands-on delivery, coaching and collaboration with experienced EPM, data and AI specialists.

The Role Is For You If

• Experience designing or delivering FP&A, EPM, analytics or finance transformation solutions for large, complex organisations, either in consulting or from within a finance function.
• An FP&A and EPM foundation with practical experience of planning, budgeting, forecasting and management reporting processes.
• An understanding of modern data and analytics concepts, with practical exposure to one or more technologies such as Databricks, Microsoft Fabric, Snowflake, Azure or Power BI, or comparable cloud data and analytics services.
• Experience gathering and documenting business requirements with Finance, Data and IT stakeholders, translating business needs into data, analytics, AI and workflow capabilities.
• A business and finance process-oriented mindset that brings technology, data governance, controls and adoption together with confidence, supported by strong communication and stakeholder skills.
• Practical exposure to AI and agentic capability in a finance or planning context - for example Microsoft Foundry, Copilot Studio, Foundry Agents, data agents, custom AI workflows, automated commentary, predictive forecasting or conversational analytics.

What You'll Receive From Us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.