Financial System Consultant

Our Clients; Mandaluyong; On-site; PHP 450,000 - 750,000; Full time

Job summary

Our Clients in Metro Manila seeks a Financial Systems Consultant specialized in Anaplan & EPM to design, build, and optimize financial planning solutions for diverse client engagements.

You will work with experienced consultants to implement, test, and deploy EPM platforms, develop data-driven insights, and drive continuous improvement across financial processes.

Qualifications

• Bachelor’s degree in Accountancy, Finance, management accounting, information systems, or related field.
• 1–2 years of FP&A, budgeting, treasury, tax reporting, or ERP/EPM consulting experience.
• Strong financial modeling and consolidation concepts; Agile delivery familiarity; willingness to travel.

Responsibilities

• Collaborate with clients and stakeholders to understand business goals, financial processes, and operational challenges.
• Translate business requirements into functional specifications and model designs.
• Build and maintain financial planning models, calculations, dashboards, and workflows using Anaplan and other EPM platforms.
• Support data integrations, model security, and performance optimization.
• Conduct unit testing and support SIT/UAT; troubleshoot issues and implement enhancements.
• Assist with solution deployment and documentation.
• Resolve user issues and provide ongoing system support and training.
• Develop reports, visuals, and insights to demonstrate business value.
• Stay updated on EPM technologies and emerging solutions.

Skills

Analytical skills

Problem solving

Communication skills

Agile delivery

Education

Bachelor's degree in Accountancy, Finance, MIS or related field

Tools

Excel VBA

Python

SQL

APIs

Data integration tools

Cloud data platforms

Job description

Financial Systems Consultant – Anaplan & Enterprise Performance Management (EPM)

Build your career at the intersection of Finance, Technology, and Consulting!

Are you passionate about financial planning, data analysis, and technology? We're looking for a Financial Systems Consultant – Anaplan & EPM to help transform complex financial processes into scalable, technology-driven solutions.

In this role, you'll work alongside experienced consultants and solution architects to design, develop, and support Enterprise Performance Management (EPM) solutions, starting with Anaplan and expanding to other leading financial planning platforms.

Key Responsibilities

Client Requirements & Solution Design

• Collaborate with clients and stakeholders to understand business goals, financial processes, and operational challenges.
• Translate business requirements into functional specifications and model designs.
• Support project planning, sprint backlogs, and acceptance criteria.

Financial Model Development

• Build and maintain financial planning models, calculations, dashboards, and workflows using Anaplan and other EPM platforms.
• Support data integrations, model security, and performance optimization.
• Collaborate with ERP and Business Intelligence teams on data integration initiatives.

Testing & Implementation

• Conduct unit testing and support System Integration Testing (SIT) and User Acceptance Testing (UAT).
• Troubleshoot system issues, validate calculations, and implement enhancements.
• Assist with solution deployment and documentation.

Post-Implementation Support

• Resolve user issues and provide ongoing system support.
• Maintain user guides and process documentation.
• Assist in training users and implementing continuous improvements.

Data Analysis & Continuous Improvement

• Use Excel, SQL, Python, or similar tools to manipulate, validate, and analyze financial data.
• Develop reports, visualizations, and insights to demonstrate business value.
• Stay updated on EPM technologies, financial planning practices, and emerging solutions.

Qualifications

Required Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, Information Systems, or a related field.
• 1–2 years of relevant experience in one or more of the following:
  • Corporate Financial Planning & Analysis (FP&A), budgeting, or statutory reporting
  • Treasury or tax reporting
  • Big Four or Tier-1 audit, advisory, or technology consulting involving ERP/EPM implementations
• Strong understanding of financial modeling, including profit and loss, balance sheets, cash flow, and consolidation concepts.
• Familiarity with Agile delivery methodologies, such as Scrum or Kanban, and basic IT service management (ITSM) ticketing.
• Strong analytical, problem-solving, and communication skills.
• Willingness to travel or work on-site when required by client engagements.

Preferred Qualifications

• CPA, CMA, or a relevant professional certification completed or in progress.
• Exposure to Anaplan or other EPM platforms, such as SAP Analytics Cloud, Oracle Hyperion, OneStream, or Planful.
• Basic knowledge of Excel VBA, Python, SQL, data integration tools, APIs, or cloud data platforms.
• Experience working with multinational companies or across multiple industries.
• Ability to present financial insights to technical and non-technical stakeholders.

Why Consider This Opportunity?

• Develop expertise in financial planning technology and enterprise systems.
• Gain exposure to consulting projects and business transformation initiatives.
• Work alongside experienced consultants and solution architects.
• Build a strong foundation for a career in EPM, financial systems, and finance transformation.