Finance Transformation, Enterprise Performance Management, Senior Associate

Line of Service Advisory Industry/Sector Not Applicable Specialism Banking & Finance Management Level Senior Associate Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. A career in our Enterprise Performance Management (EPM) practice, within Finance Consulting services, provides the opportunity to work alongside CEOs, CFOs, Controllers, and Treasurers to fundamentally improve how finance functions operate, deliver insight, and support decision‑making. As a Senior Associate in Finance Transformation – EPM, you will play a key role in technology‑enabled finance transformations, with a focus on Enterprise Performance Management, advanced analytics, and AI‑enabled finance capabilities. You will support clients in translating strategic ambition into measurable outcomes by contributing to transformation efforts from finance vision and operating model definition through execution and value realization. You will support the design and delivery of scalable EPM solutions (OneStream, Oracle EPM, SAP EPM, Tagetik or Anaplan) that connect business strategy, data, and technology while providing guidance to client stakeholders. The Opportunity As a Finance Transformation, Enterprise Performance Management, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Y ou will advise clients on optimizing their consolidation, planning, budgeting, forecasting, and reporting processes. You will help design performance measurement tools as well as implement solutions in leading EPM tools such as OneStream, Oracle EPM, Tagetik, Anaplan, or SAP EPM. Your role will include, but isn’t limited to: Work on challenging and rewarding Finance Transformation – EPM engagements with multidisciplinary teams Advise clients on optimizing financial consolidation, planning, budgeting, forecasting, reporting, and dashboards Conduct organizational diagnostics on finance and performance management processes Define business requirements for OneStream application configuration and implementation Support the design, build, migration, and testing of OneStream multi ‑ dimensional data models, including dimensions, hierarchies, and attributes Configure OneStream components, including: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube and metadata configuration, System security Develop OneStream input templates, reports, and analytical dashboards Support data integration and import processes, including mappings, validations, and reconciliations Implement OneStream calculations leveraging business rules and formulas (allocations, top ‑ down spreading, currency logic, etc.) Support vendor and EPM software selection activities, including business requirements gathering Identify, monitor , and help resolve project issues and risks. Prepare, review, and contribute to high ‑ quality engagement deliverables, ensuring they meet PwC and client quality standards Work within Agile project delivery environments for EPM implementation initiatives Participate in business development activities. Establish credibility with existing and new clients by demonstrating subject ‑ matter expertise in EPM tools and finance processes Team with PwC colleagues across other lines of service in support of client needs for Finance Consulting services. Support the development of thought leadership and point of view materials related to EPM and Finance Transformation; Share EPM knowledge and delivery experience across the PwC network What You'll Bring Your skills, knowledge, and experiences are what set you apart. Here's what we look for: Working in a professional services environment (a combination of industry, management consulting, and/or software implementation) Hands ‑ on experience with one or more EPM platforms, including in order of preference: OneStream, Oracle, Tagetik, Anaplan, Board, Adaptive, etc.) Managing and executing large finance, enterprise, and/or data architecture transformation programs Leading or contributing to the design, build, migration, and testing of multi-dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calculations (allocation, top-down spreading, currencies); and workflow, data permissions, and security Leading the configuration of the technology solution , including but not limited to: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube/Master Data, and System Security Understanding of core accounting areas, including Performance Management (executive dashboards, management reporting, planning, budgeting and forecasting, analytics and decision support); Record-to-Report (financial close, consolidation, financial reporting, fixed assets, inventory, payroll); Order-to-Cash (order entry, customer credit, invoicing, accounts receivable, collections); and Procure-to-Pay (procurement, accounts payable, invoicing) Possessing a client service orientation, such as building solid relationships with clients, approaching clients in an organized manner, and demonstrating flexibility in prioritizing and completing tasks Working in an Agile project management environment for tool implementation projects An interest in upskilling for a digital world and technology trends, and an openness to learning new tools and adapting how you work EPM tool certifications and/or credentials are an asset This position ensures continuity and upholds our standards of excellence following the departure of a valued team member. The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package. 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: 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 (if blank, degree and/or field of study not specified) Degrees/Field of Study required: Degrees/Field of Study preferred: Certifications (if blank, certifications not specified) Required Skills Optional 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} Desired Languages (If blank, desired languages not specified) Travel Requirements Not Specified Available for Work Visa Sponsorship? No Government Clearance Required? No Job Posting End Date We’re committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process. The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (). Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi. L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, un agent conversationnel pourrait vous demander des précisions ou fixer avec vous un rendez-vous pour l’entrevue. L’IA nous aide à mieux lutter contre les préjugés, car l’évaluation des candidats se fait de façon juste et équitable, sans que les informations d’identification comme le nom ou le sexe soient connues. Elle nous permet également de mieux repérer les bons candidats pour un poste et d’évaluer le lien entre leurs compétences, leur expérience et leurs chances de réussir chez PwC Canada. Bien que l’IA facilite certaines étapes de notre processus de recrutement, les décisions finales d’embauche sont toujours prises par des personnes. Pour en savoir plus sur l’utilisation et la protection de vos données personnelles, consultez notre politique sur la protection des renseignements confidentiels ().