Financial System Consultant

PM Consulting; Mandaluyong; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

PM Consulting seeks a Financial Systems Consultant specializing in Anaplan and EPM to design, build, and support finance solutions for clients. You will work with seasoned consultants and solution architects to translate business goals into scalable models and reports.

Responsibilities include modeling, data integrations, testing, and post-implementation support, with occasional travel to client sites. Strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree in Accounting/Finance/Information Systems or related field.
• 1–2 years of experience in FP&A, budgeting, or ERP/EPM implementations.
• Strong financial modeling and consolidation concepts.
• Familiarity with Agile delivery and ITSM ticketing.
• Excellent analytical, problem-solving, and communication skills.
• Willingness to travel or work on-site when required by engagements.

Responsibilities

• Collaborate with clients to understand goals, processes, and challenges.
• Translate requirements into functional specs and model designs.
• Develop and maintain Anaplan models, dashboards, and workflows.
• Support data integrations, model security, and performance optimization.
• Conduct testing (Unit SIT/UAT) and assist with deployments.
• Provide post-implementation support and user training.

Education

Bachelor's degree in Accounting/Finance/Information Systems

Tools

Anaplan

Excel VBA

SQL

Python

SAP Analytics Cloud

Oracle Hyperion

OneStream

Planful

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.