Senior Manager, CFO Advisory - EPM & FP&A Modernization

The posting, as West Monroe wrote it

Are you ready to make an impact?

West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within our growing CFO Advisory team. This role is for a leader who combines deep architecture experience with a vendor-agnostic perspective and can help finance executives select, design, and implement solutions that improve planning, forecasting, consolidation, close, and performance management.

As a Senior Manager, you will lead complex EPM programs, serve as a trusted advisor to CFOs and finance technology leaders, maintain a market-informed platform selection point of view, and build strong delivery capabilities across West Monroe. You will be expected to go beyond project management and provide hands-on architecture leadership across data, dimensions, calculations, integrations, controls, and operating model decisions.

What you’ll do

Client Delivery

• Lead solution architecture for EPM and FP&A modernization programs, including dimensional design, planning model architecture, consolidation logic, metadata governance, calculation design, workflow, security, and integration architecture.
• Lead vendor-agnostic platform selections, including business and technical requirements, use-case prioritization, vendor demonstrations, scoring, total cost of ownership, implementation risk, and roadmap development.
• Advise CFOs, Controllers, FP&A leaders, and finance technology executives on platform strategy, target-state architecture, implementation sequencing, governance, and adoption.
• Design driver-based planning and rolling forecast solutions, including assumptions governance, scenario modeling, forecast accuracy measurement, bias analysis, and management reporting.
• Architect consolidation and reporting solutions that address intercompany eliminations, currency translation and CTA, minority interest, equity pickup, pushdown accounting, statutory reporting, and management reporting requirements.
• Design source-system integration patterns and data quality controls across ERP, operational, planning, and reporting environments, recognizing that data and governance issues often determine program success.
• Assess struggling EPM programs, identify root causes, define recovery plans, and lead remediation across architecture, data, governance, delivery, and adoption.
• Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while coordinating business, technology, and implementation partner stakeholders.
• Apply AI and automation to requirements analysis, model design, testing, documentation, and insight generation while maintaining appropriate human review, data protection, and financial control discipline

Business Development and alliance leadership

• Build executive relationships with CFOs, Controllers, FP&A leaders, finance transformation executives, and technology leaders.
• Identify and shape opportunities across EPM strategy, platform selection,

[…]
e know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.

At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.

You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.

West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion . If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com .

Please review our company disclosures regarding use of artificial intelligence during the hiring process . West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to recruiting@westmonroe.com.

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here .