THE TEAM – ENTERPRISE PERFORMANCE MANAGEMENT Advise fast growing companies and well-known enterprises (both publicly traded and privately held) on a wide variety of transformational enterprise performance management (EPM) projects leveraging market leading tools such as OneStream XF, Oracle Hyperion, and Oracle EPM Cloud.
Team with leaders from across MorganFranklin to provide fully integrated services to support clients in the office of the CFO, CAO, and CIO.
Your Impact As a Senior Manager, you will be responsible for the delivery of business process and performance management engagements, working with finance leadership of commercial companies to execute on large, complex engagements that identify, design, and implement creative business and technology solutions.
Support the CPM practice in deal shaping, which includes discovery, demonstrations, and analysis.
Translate clients’ processes and requirements into a CPM solution, including systems integrations and recommended ‘best of breed’ solutions.
Prepare clients to use the OneStream solution by analyzing business and operations changes, defining and delivering training, and executing testing plans.
Deliver on OneStream projects, meeting clients’ tactical and strategic requirements over a full project life cycle.
Become fully engaged in deployment activities providing technical guidance to the project team and work with business and functions to map planning and budgeting, and reporting business requirements against OneStream applications leading practice design considerations.
Manage customer relationships by providing support, answering questions, and resolving concerns and issues.
Work with the project manager and project team by communicating essential information, obtaining team input, reviewing open issues and action items, contributing information to team meetings and reports, and using technology and tools as defined for each project.
Continue to build expertise by participating in educational opportunities, self-study, reading professional publications, maintaining personal networks, and participating in professional organizations.
Deliver on projects in the areas of critical data, data management, data governance, dashboard monitoring, DQ dashboards, data controls, data lineage, and data mapping.
Conduct interviews with client stakeholders to identify process and data challenges.
Document and present findings to both technical and non-technical audiences.
Develop analytical proof-of-concept prototypes and/ or deliver large-scale analytical platform implementations to fulfill clients’ tactical and strategic requirements.
Develop business procedures and data management policies for ensuring data accuracy and control.
Create model documentation, developing implementation roadmaps, and perform knowledge transfers.
Deliver on OneStream projects including implementations, upgrades, enhancements, integrations and other special projects over a full project life cycle.
Conduct operational assessments to analyze our clients current enterprise processes, organization, and technology environment in order to determine the optimal operating model, driving value through the CFO organization.
Work with different groups within the organization (accounting, FP&A, and operations).
Become fully engaged in deployment activities by providing technical guidance to project teams and developing material and conducting training for clients, technical, and non-technical audiences.
Your Experience Leadership Expectations Our expectation is that you would have prior experience and the ability to lead, guide, coach, and mentor teams.
Actively participate in career development activities and technical training of staff Manage client relationships with an eye toward identifying and closing on new business opportunities.
Minimum Qualifications Bachelor’s degree in Accounting, Finance, Management Information Systems (MIS), IT, or related field.
2 years of direct, full life cycle OneStream XF implementation experience.
5 years of professional services or relevant accounting, finance, FP&A industry experience and/or experience automating the financial close or FP&A process.
2 years of technical design, development, and implementation of OneStream XF.
Strong knowledge of metadata concepts (i.e.
Cubes, hierarchies, dimensions) Ability to demonstrate the use of Workflow, Cube Views, Dashboards and Security.
Demonstrate strong analytical skills, problem solving, and debugging skills.
Experience with Agile software development.
.NET and/or VBA experience.
Experience writing Excel macros.
Experience with MS SQL Server.
Strong understanding of data load processes.
Experience with data integration tools.
Demonstrate strong analytical skills, problem solving, and debugging skills.
Ability to work in a fast-paced environment with a diverse team.
Demonstrate flexibility to add as an individual contributor and mentor/ guide junior staff.
Demonstrate the ability to adapt to projects quickly with a can-do attitude.
Capable of successfully task switching while working independently or within a group environment.
Ability to demonstrate and provide subject matter expertise when needed.
Must be flexible for travel.
Preferred Qualifications Prior implementation experience with Hyperion and/or Host Analytics within professional services or industry.
Close Consolidation and Budgeting process experience.
Financial Planning & Budgeting functional experience.
Demonstrated expertise in business analysis, decision-making and the ability to work with all levels of management.
Demonstrated success with implementation of the following strategic methods: business process re-engineering (BPR), process improvement, business case development (including ROI calculations), quality and process frameworks, and organizational design.
OneStream Certified Professional (OCP), CPA, MBA, PMP, CSM, or Six Sigma.
Experience in documenting and performing analysis of client environments including technology strategy, current technology architecture, organizational structure, and business processes.
Experience with identifying and correcting for problems in imperfect data and processes.
Experience with data conversions, interfaces/integrations, reporting, and customizations.