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 EPM Solutions 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

When applying to a Quebec based opportunity, fluency in French is required . Outside of Quebec, fluency in French is 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: 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