Senior FP&A & EPM Advisory Leader

EY; San Jose (CA); Remote; USD 161,000 - 267,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Job summary

EY is seeking an Advisory Senior to lead complex FP&A and Enterprise Performance Management projects. You will guide clients through redesigning planning processes, budgeting and forecasting, and implementing technology-enabled solutions.

The role emphasizes leadership, risk management, and delivery excellence across multiple client engagements. This high-growth practice offers career development, cross-functional collaboration, and opportunities to deepen financial planning expertise while

Qualifications

• Bachelor’s degree required; Master’s degree preferred in Finance, Accounting, Economics, or Business.
• Minimum 5 years of combined industry and consulting experience in FP&A, with Life Sciences & HealthCare
• Strategic planning, long-range planning, and annual operating planning (AOP)
• Budgeting, forecasting, and rolling forecast processes
• Financial modeling and scenario analysis
• Management reporting and business performance analysis
• Capital planning and investment analysis
• Strong FP&A background from corporate finance roles
• Consulting or advisory experience implementing FP&A transformations or EPM solutions
• Proven track record translating business challenges into improved planning and decision-making
• Experience with EPM platforms a plus: Anaplan, Oracle EPM Cloud, OneStream, Tagetik
• Excellent written and verbal communication with executive presence
• Willingness to travel to meet client needs

Responsibilities

• Lead workstreams, manage client engagements, and develop innovative FP&A solutions.
• Direct the delivery of complex FP&A and EPM projects with focus on quality and risk.
• Guide teams, provide feedback to colleagues, and ensure on-time, on-budget delivery.
• Drive continuous process improvement and policy/procedure changes.

Skills

Analytical thinking

Leadership

Strategic planning

Communication skills

Executive presence

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Master’s degree preferred (Finance, Accounting, Economics, or Business)

CPA, CFA, or MBA credentials

Tools

Anaplan

Oracle EPM Cloud (PBCS, ePBCS, FCCS)

OneStream

Tagetik

Job description

EY is seeking an Advisory Senior to lead complex FP&A and Enterprise Performance Management projects. You will guide clients through redesigning planning processes, budgeting and forecasting, and implementing technology-enabled solutions.

The role emphasizes leadership, risk management, and delivery excellence across multiple client engagements. This high-growth practice offers career development, cross-functional collaboration, and opportunities to deepen financial planning expertise while