Finance Reinvention – Financial Services Manager, EPM

1000 Accenture LLP Company; Chicago (IL); On-site; USD 87,000 - 254,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k) plan

Bonus opportunities

Paid holidays

Paid time off

Job summary

Accenture seeks a senior finance practitioner to lead agentic FP&A delivery for financial services clients. You will design AI-enabled planning, forecasting and analytics, leading multi-disciplinary teams through client engagements.

Deep FP&A, EPM expertise and consulting experience are essential for shaping solutions and maintaining executive relationships. You will collaborate with AI providers and platform partners, travel as needed, and contribute to proposals and practice assets while

Qualifications

• 5+ years in finance transformation, FP&A, or EPM with 2+ years in consulting/advisory
• 2+ years leading delivery teams or workstreams
• Experience delivering agentic FP&A workflows is a plus
• Platform certification in Oracle EPM, OneStream, Anaplan or equivalent
• Familiarity with regulatory frameworks in financial services (DFAST, CECL, RBC, Basel)
• Experience integrating EPM with ERP/data platforms (SAP, Oracle, Snowflake, Databricks)
• MBA or advanced finance/ accounting degree; CPA/CFA or equivalent preferred
• Hands-on configuration or build experience across multiple EPM platforms

Responsibilities

• Design and deploy agentic FP&A workflows with automated scenario generation
• Lead delivery workstreams, manage scope, timeline and client interaction
• Define Human + Machine operating models for finance processes
• Collaborate with frontier AI providers and EPM partners
• Build driver-based planning, rolling forecasting and variance analytics
• Run requirements gathering, current-state and target-state design sessions
• Analyze complex financial services data environments and translate into models
• Manage delivery team and coach junior practitioners
• Maintain executive relationships with finance leadership
• Support proposals, estimates and content creation
• Contribute to reusable assets and knowledge sharing
• Travel up to 25–50% as required

Skills

Finance transformation

FP&A

EPM

Delivery leadership

Client interaction

Education

Bachelor's degree

MBA or advanced degree

CPA/CFA certification

Tools

Oracle EPM Cloud

SAP BPC

Anaplan

OneStream

Workday Adaptive Planning

SAP Analytics Cloud

Snowflake

Databricks

Job description

We are: Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient, resilient and value-creating Finance function powered by data, automation and a strong ecosystem of technology partners.

Our Planning & Performance Analysis (P&PA) capability focuses on Financial Services, turning financial data into forward-looking conviction through connected planning, AI-driven forecasting, scenario modeling, and decision intelligence that helps banking, insurance, and capital markets leaders navigate volatility and move boldly.

You are: A digital finance practitioner who pairs Enterprise Performance Management (EPM) and FP&A delivery experience with financial services industry knowledge. You understand how banks, insurers, or capital markets firms plan, forecast, and evaluate performance — and you have hands‑on experience moving those processes off spreadsheets and onto connected, AI-enabled platforms. You are the person who owns the workstream and delivers on outcomes. You translate client requirements into working solutions, lead a delivery team through design and build, and keep senior stakeholders confident in where things stand.

The work:

• Design and deploy agentic FP&A workflows — automated scenario generation, variance flagging, and insight delivery that replace analyst build time
• Lead delivery workstreams within Finance Reinvention engagements — owning scope, timeline, quality, and day-to-day client interaction for your area
• Define Human + Machine operating models — which work humans own, which agents execute, and how handoffs, controls, and escalation paths function
• Work alongside frontier AI providers and EPM platform partners to bring emerging agentic capabilities into client finance functions
• Design and build driver-based planning, rolling forecasting, and variance analytics solutions on leading EPM platforms
• Run requirements gathering, current-state assessment, and target-state design sessions with client finance and technology stakeholders
• Analyze complex financial services data environments — regulatory constraints, actuarial inputs, treasury baselines, segment-level P&L — and translate them into working planning and analytics models
• Manage a delivery team of three or more practitioners; assign work, review output, and develop team members through coaching and feedback
• Own a set of client relationships at the finance manager and director level, and support senior leadership in maintaining executive relationships
• Support proposals and pursuits — developing solution approaches, building estimates, and contributing content
• Contribute to practice assets: reusable models, configuration accelerators, delivery playbooks, and knowledge-sharing across the P&PA capability
• Ability to travel up to 25-50%, commensurate with client engagement requirements

Here’s what you need:

• A minimum of 5 years of combined consulting and/or industry experience in finance transformation, FP&A, or EPM — including a minimum of 2 years in a consulting or advisory capacity
• A minimum of 2 years leading delivery teams or workstreams, including assigning work and reviewing output
• Bachelor's degree
• Bonus points if: You have built or deployed agentic AI workflows within FP&A or core finance — including driver-based scenario automation, variance commentary, or self-service reporting
• You hold a platform certification (Oracle EPM, OneStream, Anaplan Model Builder, or equivalent)
• You have contributed to proposals, RFPs, or solution proofs of concept in a consulting context
• You are familiar with financial services regulatory frameworks that shape finance and planning such as DFAST, CECL, RBC for insurance, or Basel/CRR
• You have experience integrating EPM solutions with ERP or enterprise data platforms (e.g., SAP, Oracle, Snowflake, Databricks)
• You have an MBA or advanced degree in finance, accounting, or a related field
• You hold a CPA, CFA, or equivalent professional certification
• Demonstrated financial services experience — gained through consulting engagements with banks, insurers, or capital markets firms, or through in-house roles within a financial services institution
• At least one full lifecycle EPM implementation, from requirements through deployment
• Hands-on configuration or build experience with one or more EPM platforms: Oracle EPM Cloud, SAP BPC or SAP Analytics Cloud, Anaplan, OneStream, or Workday Adaptive Planning
• Practical exposure to AI, GenAI, automation, or advanced analytics applied to a finance process — through a delivered engagement, a proof of concept, or a pilot
• Strong written and verbal communication skills, with experience presenting to senior finance stakeholders

Annual Salary Range

• California $94,400 to $293,800
• Colorado $94,400 to $253,800
• Connecticut $94,400 to $253,800
• District of Columbia $100,500 to $270,300
• Illinois $87,400 to $253,800
• Maine $80,400 to $216,200
• Maryland $94,400 to $253,800
• Massachusetts $94,400 to $270,300
• Minnesota $94,400 to $253,800
• New York $87,400 to $293,800
• New Jersey $100,500 to $293,800
• Ohio $87,400 to $235,000
• Virginia $87,400 to $270,300
• Washington $100,500 to $270,300

Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off.

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent‑and‑innovation‑led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

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