Enterprise Performance Management, Senior Associate, Finance Consulting

A career in our Finance Transformation practice offers the opportunity to work with Finance leaders to optimize finance functions, re-architect processes, and implement best-of-breed technology. As a Senior Associate in Enterprise Performance Management Consulting, you will advise clients on optimizing consolidation, planning, budgeting, forecasting, and reporting processes. This involves designing performance measurement tools and implementing solutions using leading EPM tools like OneStream, Anaplan, Oracle EPM, or SAP EPM.

Must Have

• Work on challenging engagements with cross-functional teams.
• Contribute to the design, build, testing, and deployment of EPM solutions.
• Configure application components such as business rules, calculations, dimensions, workflows, forms, reports, and dashboards.
• Support requirements gathering by documenting current processes and translating needs into functional and technical specifications.
• Perform detailed solution testing, troubleshoot defects, and ensure deliverables are accurate and complete.
• Conduct data validation, reconciliation activities, and hands-on analysis.
• Prepare and deliver user training materials, demos, and documentation.
• Bachelor’s degree in Accounting, Finance, Information Technology, Computer Systems Analysis or a related field.
• Minimum of 3 years of advisory or consulting experience in enterprise performance management, finance transformation, or related software implementation.

Good to Have

• Master’s degree (MBA) or advanced degree in a relevant discipline.
• Professional certifications such as OneStream, Anaplan, Oracle (EPBCS, FCCS, ARCS, EDMCS, PCMCS), CPA.
• Experience with budgeting, forecasting, long-range planning, rolling forecasts, KPIs and management reporting.
• Familiarity with financial consolidation, statutory/SEC reporting, master data management, account reconciliations.
• Strong consulting mindset: client service orientation, flexible in prioritising tasks, comfortable in an agile project environment.
• Excellent communication skills (written and verbal) and proficiency in tools such as Excel, PowerPoint, Word.

Perks & Benefits

• Continuous development environment
• Competitive compensation package
• Inclusive benefits
• Flexibility programs

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Banking & Finance

Management Level

Senior Associate

Job Description & Summary

A career in our Finance Transformation practice, within Consulting services, will provide the opportunity to work alongside Finance leaders to optimize the structure of their finance functions, re-architect Finance processes and implement best-of-breed technology to enable their transformation journey. Join a team of business professionals who work with clients to solve complex problems while utilizing tools to digitally upskill Finance teams. By work with clients to establish and deliver on their transformation roadmap to create value for Finance and beyond. Working in a diverse team, you will help our clients identify process, performance and people and lead the development of meaningful solutions to deliver sustainable change.

Meaningful work you’ll be part of:

As a Senior Associate in our Enterprise Performance Management Consulting practice you will advise clients on optimizing their consolidation, planning, budgeting, forecasting and reporting processes. You will help design performance measurements tools as well as implement solutions in leading EPM tools such as OneStream, Anaplan, Oracle EPM or SAP EPM.

• Engagement Delivery
• Work on challenging and rewarding engagements with cross-functional teams (client finance/IT, PwC technical leads, offshore teams)
• Contribute to the design, build, testing, and deployment of EPM solutions (e.g., planning, consolidation, reporting, master data, and integrations).
• Configure application components such as business rules, calculations, dimensions, workflows, forms, reports, and dashboards.
• Support requirements gathering by documenting current processes, identifying pain points, and translating needs into functional and technical specifications.
• Perform detailed solution testing (unit, SIT, UAT support), troubleshoot defects, and ensure deliverables are accurate, complete, and aligned to design.
• Conduct data validation, reconciliation activities, and hands-on analysis to ensure data quality and integrity across EPM modules.
• Prepare and deliver user training materials, demos, and documentation

• Project Coordination
• Support workstream leads and managers with project planning, task coordination, and weekly status updates.
• Own smaller work packages or components end-to-end, ensuring progress and quality.
• Escalate risks, issues, and blockers promptly with clear context and recommended options.
• Maintain high-quality documentation: RAID logs, design documents, test evidence, meeting notes, action trackers.
• Support change management activities, including stakeholder communication, training prep, and readiness assessments.

• Business Development:
• Contribute to proposal development through research, slide preparation, use-case articulation, and drafting portions of the technical approach.
• Help prepare points-of-view, benchmarking analysis, and thought leadership based on industry trends in EPM, finance transformation, and cloud technology.
• Demonstrate strong client presence and relationship-building skills in daily interactions, establishing trust and credibility as a knowledgeable advisor.

Experience and Skills You’ll Use to Solve:

• Basic Qualifications:
• Bachelor’s degree in Accounting, Finance, Information Technology, Computer Systems Analysis or a related field.
• Minimum of 3 years of advisory or consulting experience in enterprise performance management, finance transformation, or related software implementation.

• Preferred Qualifications:
• Master’s degree (MBA) or advanced degree in a relevant discipline.
• Professional certifications such as OneStream, Anaplan, Oracle (EPBCS, FCCS, ARCS, EDMCS, PCMCS), CPA.
• Experience with budgeting, forecasting, long-range planning, rolling forecasts, KPIs and management reporting.
• Familiarity with financial consolidation, statutory/SEC reporting, master data management, account reconciliations.
• Strong consulting mindset: client service orientation, flexible in prioritising tasks, comfortable in an agile project environment, able to work with multidisciplinary teams.
• Excellent communication skills (written and verbal) and proficiency in tools such as Excel, PowerPoint, Word.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations, Métis and Inuit Peoples. We recognize the systemic racism, colonialism and oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications

Required Skills

Accepting Feedback, Accepting Feedback, Accounting Practices, Accounts Payable, Accounts Receivable Management, Active Listening, Analytical Thinking, Budgetary Management, Communication, Creativity, Embracing Change, Emotional Regulation, Empathy, Financial Accounting, Financial Audit, Financial Data Mining, Financial Forecasting, Financial Internal Controls, Financial Management, Financial Modeling, Financial Record Keeping, Financial Reporting, Financial Services Operations, Financial Statement Analysis, Financial Statement Preparation {+ 16 more}

Optional Skills

Desired Languages

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date