Finance Reinvention - Financial Services Consultant, EPM

We are:

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.

You are:

An analytical problem-solver drawn to how finance functions actually work - and how they could work better. You are comfortable in a model, in a dataset, and in front of a client, and you want to build depth in Enterprise Performance Management (EPM), FP&A, and AI-enabled planning.

You gather requirements, configure models and reports, test the logic, and turn analysis into insights that inform real client decisions. You produce accurate, complete, client-ready deliverables that you own end to end.

The work:

• Build and configure planning, forecasting, and reporting solutions on leading EPM platforms under the direction of a workstream lead
• Configure and test agentic FP&A workflows, including automated scenario generation and variance commentary
• Develop driver-based planning models, scenario logic, and variance analytics that clients use to steer the business
• Work with emerging AI and EPM platform capabilities as they reach the market, and help translate them into something a finance function can use
• Gather and document requirements through client interviews and working sessions; translate them into functional designs and build specifications
• Perform finance data analysis - profiling source data, validating model outputs, and testing results against client baselines
• Produce clear, client-ready deliverables: process documentation, design artifacts, dashboards, and executive summaries
• Support testing, training, and deployment activities through go-live and stabilization
• Contribute to practice assets - reusable templates, configuration accelerators, and internal knowledge-sharing
• Build financial services domain knowledge across banking, insurance, and capital markets through client work and structured learning

Ability to travel up to 25-50%, commensurate with client engagement requirements