Finance Reinvention – Financial Services Manager, EPM

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Quick Summary

Key Responsibilities

A minimum of 5 years of combined consulting and/or industry experience in finance transformation, FP&A,

Requirements Summary

Design and deploy agentic FP&A workflows — automated scenario generation, variance flagging,

Technical Tools

Other

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.

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.

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

Requirements

~1 min read

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

Nice to Have

~2 min read

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

What We Offer

~4 min read

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.

Visit us at www.accenture.com

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