EPM Functional Consultant

Shearwater Asia; Manila; On-site; PHP 1,000,000 - 1,300,000; Full time

Job summary

Shearwater Asia is seeking an EPM Functional Consultant in the Philippines to implement end‑to‑end EPM solutions for clients across Asia. You will bridge business needs with technical execution, delivering Go‑Lives and client transformation using Workday Adaptive Planning and Jedox.

The role combines advisory work, requirements gathering, and hands-on system configuration under a Project Manager. A strong FP&A, finance, and data analytics background is essential, with SaaS experience highly

Qualifications

• Bachelor’s degree or equivalent in Finance, Accounting, Data Analytics, Business, Economics or related field.
• Minimum of 3 years of hands-on EPM implementation and design, FP&A and financial consolidation.
• Certification and experience with Workday Adaptive Planning or Jedox preferred; other EPM tools valuable.
• Broad background in FP&A, CPM/EPM, BI or ERP systems.
• Strong MS Excel, and knowledge of SQL or multidimensional modeling.

Responsibilities

• Understand client planning processes and migrate legacy models to EPM platforms.
• Recommend best solutions based on client requirements, budget, and timelines.
• Lead design sessions and make configuration decisions with client input.
• Build and troubleshoot complex EPM models ensuring data accuracy and integrity.
• Maintain up‑to‑date knowledge of Workday Adaptive Planning and Jedox features.
• Collaborate with ERP, DW, HCM, BI and other systems for data integration.
• Assist with pre‑sales activities including solution demos as SME.
• Develop training materials and conduct end-user workshops.

Skills

MS Excel

SQL

FP&A

EPM

OLAP cubes

Financial Consolidation

SaaS experience

Education

Bachelor’s degree in Finance/Accounting/Data Analytics

Tools

Workday Adaptive Planning

Jedox

Anaplan

Oracle EPM

SAC

Tagetik

Board

Job description

Shearwater Asia Group https://www.shearwaterasia.com/ is a leading provider of Cloud based services and software solutions to businesses across Asia, with offices in Singapore, ASEAN, Japan, China, Taiwan, Korea, and even Europe. We are high-tier regional partners for industry-leading platforms, including Oracle NetSuite, Workday Adaptive Planning, and Jedox. To power the expansion of our EPM business line (Workday Adaptive Planning and Jedox) into Southeast Asia, we are looking for an EPMFunctional Consultant based in the Philippines .

About The Role

The ideal candidate possesses a strong foundation in financial or multidimensional modeling and the ability to bridge the gap between complex business needs and technical execution. As a Functional Consultant, you will be responsible for the end-to-end implementation of EPM solutions, maintaining a healthy balance between client-facing advisory (requirements gathering, functional consulting and training) and hands-on system configuration (implementation). Operating under the guidance of a Project Manager, you will work across both Workday Adaptive Planning and Jedox platforms to deliver high-impact solutions. This is a dynamic role where your technical expertise directly contributes to successful project go-lives and client transformation.

Responsibilities

• Work with clients to understand their current planning processes and take a consultative approach to migrating legacy models into Workday Adaptive Planning or Jedox.
• Leverage your expertise to recommend the best solution based on the client’s requirements, budget, and time frame; with the flexibility to adapt the scope as additional needs are identified.
• Guide the customer through facilitated design sessions and configuration decisions based on best practices and an understanding of the customer’s unique business requirements at all stages of the project.
• Build, configure, and troubleshoot complex EPM models, ensuring high data accuracy and system integrity.
• Maintain deep, up-to-date knowledge of features and functionality across both Workday Adaptive Planning and Jedox platforms.
• Collaborate with cross-functional teams to ensure seamless data flow and integration between EPM solutions and external systems (ERP, Data Warehouse, HCM, BI, etc.).
• Apply hands-on experience with system integrations and API development to support complex implementation needs.
• Regularly engage and support the client through all phases of the project, ensuring a smooth transfer from legacy systems to Workday Adaptive Planning or Jedox.
• Perform multiple tasks under limited direction, while regularly keeping the client, your project team and your Engagement Manager abreast of changes or progress related to the project..
• Develop training materials and conduct workshops to empower end-users and ensure long-term system adoption.
• Assist with pre-sales activities by attending sales calls and performing solution demos as a Workday Adaptive Planning and Jedox subject matter expert.
• Partner with Solutions Architects to review Statements of Work (SOWs) for accurate scoping, timelines, and resource allocation.
• Actively participate in update training and internal opportunities to share one’s skills and learnings with others within the organization.
• Bring project management experience within SaaS implementation environments.

Skills & Qualifications

• At least a bachelor's degree or equivalent in Finance, Accounting, Data Analytics, Business, Economics, or a related field. Equivalent professional experience (such as CPA, ACCA, etc.) will also be considered.
• Minimum of 3 years of hands-on experience in Enterprise Performance Management (EPM) implementation and solution design, specifically focusing on FP&A and Financial Consolidation solutions.
• Proven track record in implementing SaaS EPM solutions. Certification and specific experience with platforms such as Workday Adaptive Planning or Jedox are highly preferred; experience with Anaplan, Oracle EPM, SAC, CCH Tagetik, or Board is also valuable.
• Broad background in FP&A, Corporate Performance Management (CPM/EPM), BI, or ERP systems.
• Strong proficiency in MS Excel (required), along with knowledge of SQL or experience with multidimensional modeling/OLAP cubes.
• Foundational knowledge of accounting, finance, consolidation, management reporting, planning and analysis, forecasting, and budgeting is essential.
• Understanding of process automation and enhancement using AI tools such as Gemini, Claude, and ChatGPT would be an added advantage.
• Strong problem-solving skills, with a natural ability to troubleshoot technical system issues and maintain high data accuracy and integrity.

Other Requirements

• Prior experience in technology or business consulting is strongly preferred, with the ability to translate business requirements into technical specifications.
• Prior functional consulting experience within a Big 4 firm (EY, PwC, KPMG, Deloitte), a GSI technology consulting firm (Accenture, etc.), or a specialized EPM partner is highly preferred.
• Excellent written and verbal communication skills in English are required, along with the ability to lead discussions comfortably in both live and remote customer environments.
• Proven ability to manage client expectations and maintain professional relationships throughout the project lifecycle.
• Strong capability in PowerPoint, with the ability to structure and deliver clear, professional presentations and training programs to end-users.
• Experience developing and delivering training programs in related subject matter expertise areas (e.g., Scrum training, solution design, development best practices).
• Strong, proven project management (Scrum Master, PMP, or equivalent experience) and leadership skills, with a track record of implementing large-scale, complex projects and the ability to manage multiple projects simultaneously.