Manager, Financial Systems & Planning
Role details
Job location
Tech stack
Job description
We're currently looking for a Manager, Financial Systems & Planning to support the design, implementation, and ongoing optimization of our Enterprise Performance Management (EPM) infrastructure. Reporting to the Director of Finance Systems, this role will partner closely with FP&A, Revenue, and Workforce Planning teams to modernize how we plan, forecast, and report. The ideal candidate brings deep hands-on experience building and maintaining EPM models, strong finance process knowledge, and the ability to translate business requirements into scalable system solutions., Systems & Model Development
- Design and build EPM models supporting FP&A, revenue forecasting, headcount and workforce planning (including org modeling, capacity planning, and attrition scenarios), and cost/margin analysis
- Integrate planning systems with ERP, HRIS, and data warehouse sources to support a unified reporting environment
- Enable scenario modeling and what-if analysis for finance leadership
Implementation & Project Delivery
- Own end-to-end delivery of EPM projects from requirements through adoption
- Manage stakeholders across finance, IT, and operations to ensure on-time, on-scope delivery
- Support QA, testing, and documentation for new builds and enhancements
Business Partnership
- Work directly with FP&A leads and finance business partners to capture requirements and deliver practical solutions
- Build and maintain dashboards, KPIs, and executive reporting outputs
- Drive user adoption and change management for system rollouts
Platform Development
- Contribute to platform evaluation, roadmap planning, and best practice standards
- Stay current on EPM platform capabilities and emerging approaches to financial planning
Requirements
- 6-9 years of experience in EPM, financial systems, or FP&A
- 3+ years hands-on model building experience on a modern EPM platform (Pigment, Anaplan, Adaptive, or equivalent)
- Demonstrated experience delivering EPM projects across FP&A, revenue, or headcount and workforce planning domains
- Experience working directly with finance stakeholders at the VP/Director level
- Experience with next-generation EPM platforms and a track record of migrating or modernizing legacy planning environments is a strong plus
- Consulting or SI background preferred but not required
Desired Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related field
- EPM platform certification(s) preferred
- Familiarity with data integration patterns (ERP connectors, data warehouse pipelines, API-based integrations)
Benefits & conditions
life insurance, flexible benefit account, parental leave, paid time off, sick time, 401(k), What we offer:
- Comprehensive medical, dental, vision, disability, life insurance
- Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits
- Voluntary supplemental health coverage and life insurance
- 401K match and ESPP
- Paid time off and paid sick leave
- Paid parental and pregnancy leave
- Family-forming benefits (IVF, Preservation, Adoption etc.)
- Emergency backup care (Child/Adult/Pets)
- Employee Assistance Program (EAP) with counseling sessions available 24/7
- Free legal services that provide legal advice, document creation and estate planning
- Employee bonus referral program
- Student loan refinancing assistance
- Employee 1:1 coaching, perks and discounts program