Senior Manager, CFO Advisory - EPM & FP&A Modernization

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

Are you ready to make an impact? West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within our growing CFO Advisory team. This role is for a leader who combines deep architecture experience with a vendor-agnostic perspective and can help finance executives select, design, and implement solutions that improve planning, forecasting, consolidation, close, and performance management.

As a Senior Manager, you will lead complex EPM programs, serve as a trusted advisor to CFOs and finance technology leaders, maintain a market-informed platform selection point of view, and build strong delivery capabilities across West Monroe. You will be expected to go beyond project management and provide hands‑on architecture leadership across data, dimensions, calculations, integrations, controls, and operating model decisions.

What You’ll Do

• Lead solution architecture for EPM and FP&A modernization programs, including dimensional design, planning model architecture, consolidation logic, metadata governance, calculation design, workflow, security, and integration architecture.
• Lead vendor-agnostic platform selections, including business and technical requirements, use‑case prioritization, vendor demonstrations, scoring, total cost of ownership, implementation risk, and roadmap development.
• Advise CFOs, Controllers, FP&A leaders, and finance technology executives on platform strategy, target‑state architecture, implementation sequencing, governance, and adoption.
• Design driver‑based planning and rolling forecast solutions, including assumptions governance, scenario modeling, forecast accuracy measurement, bias analysis, and management reporting.
• Architect consolidation and reporting solutions that address intercompany eliminations, currency translation and CTA, minority interest, equity pickup, pushdown accounting, statutory reporting, and management reporting requirements.
• Design source‑system integration patterns and data quality controls across ERP, operational, planning, and reporting environments, recognizing that data and governance issues often determine program success.
• Assess struggling EPM programs, identify root causes, define recovery plans, and lead remediation across architecture, data, governance, delivery, and adoption.
• Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while coordinating business, technology, and implementation partner stakeholders.
• Apply AI and automation to requirements analysis, model design, testing, documentation, and insight generation while maintaining appropriate human review, data protection, and financial control discipline.

Business Development and alliance leadership

• Build executive relationships with CFOs, Controllers, FP&A leaders, finance transformation executives, and technology leaders.
• Identify and shape opportunities across EPM strategy, platform selection, implementation, close and consolidation, reconciliation, reporting, data modernization, and finance operating model transformation.
• Lead or support proposals, statements of work, solution design, implementation estimates, pricing, and executive presentations.
• Maintain productive, arm's‑length relationships with EPM software vendors and implementation ecosystem partners while preserving West Monroe's independent advisory position.
• Represent West Monroe at finance technology events and contribute thought leadership on EPM modernization, platform selection, planning transformation, and AI‑enabled finance.

Practice and People Leadership

• Own and refresh West Monroe's EPM platform selection point of view, including implementation cost, duration, architecture considerations, delivery risks, common failure modes, and fit by client context.
• Develop reusable methodologies, requirements libraries, vendor scorecards, architecture templates, design standards, testing approaches, and implementation accelerators.
• Lead, coach, and mentor Managers, Senior Consultants, Consultants, and architects, with hands‑on review of solution designs and executive deliverables.
• Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, certification planning, and technical capability development.
• Collaborate across CFO Advisory, ERP Strategy, Data and AI, Technology and Experience, Mergers and Acquisitions, and industry teams to deliver integrated finance transformation solutions.

What You'll Bring

Required qualifications

• Bachelor's degree in finance, accounting, information systems, computer science, business, or a 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 the architecture, data, governance, delivery, and adoption failure modes involved.
• Deep certification and implementation expertise in at least one major EPM platform such as OneStream, Anaplan, Workday Adaptive Planning, or Oracle EPM Cloud, with credible working knowledge across several additional planning, consolidation, and performance management platforms.
• Deep knowledge of consolidation mechanics, including intercompany eliminations, currency translation, CTA, minority interest, equity pickup, pushdown accounting, and reporting controls.
• Strong experience in dimensional design, chart‑of‑accounts and hierarchy design, metadata governance, rules and calculation engines, and data integration.
• Experience designing driver‑based planning models, rolling forecasts, scenario analysis, and forecast accuracy measurement using metrics such as MAPE and bias.
• Understanding of close, reconciliation, and external reporting platforms sufficient to design integrations and an end‑to‑end finance architecture.
• Experience advising mid‑market and private equity‑backed organizations and leading complex engagements, executive client relationships, cross‑functional teams, and third‑party implementation partners without over‑engineering the solution.
• Demonstrated contribution to business development, platform alliance relationships, proposals, solution design, and practice growth.
• Exceptional written and verbal communication skills, including the ability to translate complex architecture decisions into clear executive‑level recommendations.
• Experience using AI tools in day‑to‑day work to improve productivity and insight generation, paired with strong critical thinking to evaluate accuracy, bias, controls, and business relevance.
• Ability to work permanently in the United States without sponsorship.
• A commitment to inclusion and diversity, and openness to new ideas and perspectives.
• Ability to travel up to 50 percent based on client and engagement needs.

Preferred Qualifications

• CPA, CMA, MBA, or a controllership, FP&A, or corporate finance leadership background.
• Prior practice‑building or partner‑track experience in an EPM‑focused consulting organization, including architecture across planning and consolidation and development of platform selection thought leadership or implementation benchmarks.

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

Seattle or Washington, D.C.

$194,100—$228,400 USD

Los Angeles

$203,400—$239,300 USD

New York City or San Francisco

$21,600—$250,100 USD

A location not listed above

$184,900—$217,500 USD

Other consultancies talk at you.

At West Monroe, we work with you.

We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real‑world solutions.

The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co‑creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.

West Monroe is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visitwww.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [e-mail].

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