Senior EPM & FP&A Advisory Architect

West Monroe; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

West Monroe seeks a Senior Manager to lead EPM and FP&A advisory and solution architecture within our CFO Advisory team. You will guide finance executives in selecting, designing, and implementing planning, forecasting, consolidation, close, and performance management solutions.

You will drive complex EPM programs, advise CFOs and finance leaders, and deliver hands-on architecture leadership across data, calculations, integrations, and operating models while advancing AI-enabled finance

Qualifications

• Bachelor's degree in finance, accounting, information systems, computer science, business, or related discipline, or equivalent experience.
• 10+ years of progressive experience in enterprise performance management, corporate finance systems, financial consolidation, planning, or related consulting and implementation work.
• Experience delivering at least five full-life-cycle EPM implementations, including at least two in a solution architect or equivalent design authority role.
• Experience diagnosing and recovering at least one challenged EPM implementation, with the ability to explain architecture, data, governance, delivery, and adoption failure modes involved.
• Deep certification and implementation expertise in major EPM platforms (OneStream, Anaplan, Workday, Oracle) with knowledge across others.
• Deep knowledge of consolidation mechanics (intercompany eliminations, currency translation, CTA, minority interest, equity pickup, pushdown accounting, reporting controls).
• Strong experience in dimensional design, COA/hierarchy design, metadata governance, rules and calculation engines, data integration.

Responsibilities

• Lead solution architecture for EPM and FP&A modernization programs, including planning model architecture, consolidation logic, metadata governance, and security.
• Lead vendor-agnostic platform selections with requirements, demonstrations, scoring, and roadmap development.
• Advise CFOs and finance leaders on platform strategy, target-state architecture, sequencing, governance, and adoption.
• Design driver-based planning models, rolling forecasts, scenario analysis, and forecast accuracy measurement.
• Architect consolidation and reporting solutions for intercompany eliminations, currency translation, CTA, and governance.
• Design source-system integration patterns and data quality controls across ERP, planning, and reporting environments.
• Assess struggling EPM programs, define recovery plans, and lead remediation across architecture, data, governance, delivery and adoption.
• Own engagement delivery across scope, budget, staffing, risk, quality and client satisfaction with stakeholders.
• Apply AI and automation to requirements analysis, model design, testing, and insight generation with proper controls.

Skills

EPM architecture

FP&A expertise

Client advisory

Delivery leadership

Platform selection

Education

Bachelor's degree

Tools

OneStream

Anaplan

Workday Adaptive Planning

Oracle EPM Cloud

Job description

West Monroe seeks a Senior Manager to lead EPM and FP&A advisory and solution architecture within our CFO Advisory team. You will guide finance executives in selecting, designing, and implementing planning, forecasting, consolidation, close, and performance management solutions.

You will drive complex EPM programs, advise CFOs and finance leaders, and deliver hands-on architecture leadership across data, calculations, integrations, and operating models while advancing AI-enabled finance