Manager, CPM Consulting - Adaptive Planning & Pigment (Location flexible)

rsm; Chicago (IL); Hybrid; USD 140,000 - 190,000; Full time

Job summary

RSM is seeking a Manager with FP&A/Accounting background to join our CPM Consulting Practice. This client-facing role leads end-to-end CPM implementations from discovery through deployment and support, including design, configuration, and testing of planning models and reports.

The successful candidate will manage project scope, staffing, timelines, and client communications while guiding a project team to deliver scalable CPM solutions and drive finance transformation.

Qualifications

• Bachelor's degree required.
• 5+ years configuring budgeting, forecasting, financial reporting, consolidation, workforce planning, or FP&A in Adaptive from Workday or Pigment.
• Experience leading CPM/finance transformation projects from requirements through deployment.
• Strong understanding of accounting, financial statements, multidimensional modeling, data integration, reporting, and FP&A processes.
• Excellent project management, time management, and communication skills.
• Willingness to travel up to 20%.

Responsibilities

• Lead client delivery activities and own overall project success.
• Lead discovery, requirements gathering, process discussions, and solution-design sessions with stakeholders.
• Translate financial requirements into CPM solutions using Workday Adaptive Planning, Pigment, or similar platforms.
• Design, configure, and troubleshoot budgeting, forecasting, reporting, allocations, consolidations, and CPM processes.
• Develop business requirements, design docs, mock-ups, demonstrations, and other deliverables.
• Manage project scope, staffing, tasks, timelines, budgets, risks, and priorities.
• Oversee data integration, transformation, reconciliation, and validation across source systems and CPM apps.
• Communicate project status, decisions, issues, and risks to clients and leadership.

Skills

Project management

Analytical thinking

Finance knowledge

Client communication

Education

Bachelor's degree

Tools

Workday Adaptive Planning

Pigment

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

We are offering a unique opportunity for a Manager with a background in accounting and/or financial planning and analysis (FP&A) to join our growing Corporate Performance Management (CPM) Consulting Practice. This client-facing role leads system implementations from a people, process, and technology perspective.

This consultant will lead end-to-end implementations from discovery and solution design through configuration, deployment, and support. In addition to the required technical skills, the role includes project management, staff development, and effective communication with internal leadership and client contacts.

The successful candidate will be a creative problem solver who is eager to understand each client's business and serve as a trusted advisor. The candidate should have hands‑on implementation experience with Adaptive from Workday or Pigment and be comfortable personally performing technical delivery work while leading the broader project team.

Responsibilities:

• Lead client delivery activities and take ownership of overall project success.
• Lead discovery, requirements gathering, process discussions, and solution-design sessions with client stakeholders.
• Translate financial and operational requirements into scalable CPM solutions using Workday Adaptive Planning, Pigment, or comparable platforms.
• Personally design, configure, and troubleshoot multidimensional planning models, calculations, reports, dashboards, workflows, and integrations.
• Lead the design of budgeting, forecasting, workforce planning, scenario modeling, financial reporting, allocations, consolidations, and related CPM processes.
• Develop and present business requirements, design documents, solution mock-ups, demonstrations, and other project deliverables.
• Manage project scope, staffing, tasks, timelines, budgets, risks, and competing priorities through implementation and support.
• Oversee data integration, transformation, reconciliation, and validation across source systems and CPM applications.
• Communicate project status, decisions, issues, and risks effectively to client contacts and internal leadership.
• Provide day‑to‑day direction, coaching, and constructive feedback to project team members; review deliverables for technical accuracy and quality.

Basic Qualifications:

• Bachelor's degree
• 5+ years of experience with configuration of budgeting, forecasting, financial reporting, consolidation, workforce planning, or related FP&A processes in Adaptive from Workday or Pigment.
• Experience leading CPM, financial systems, or technology‑enabled finance transformation projects from requirements through deployment and support.
• Strong understanding of accounting, financial statements, multidimensional modeling, data integration, reporting, and FP&A processes.
• Strong conceptual, analytical, problem‑solving, project‑management, time‑management, and communication skills.
• Ability to manage multiple projects, priorities, and deadlines simultaneously.
• Able and willing to travel up to 20% of the time.
• This role may be based near any major RSM office within the US

Relevant CPM platform certification preferred.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits .

We believe flexibility and in‑person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship‑building. Some roles may be virtual or primarily on‑site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre‑disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants w