Manager, Finance Transformation

What You'll Do

Does your work stop at the platform, or does it start with the problem? At Cohen and Co's Finance Transformation practice, we work with clients whose FP&A functions are constrained by more than their tooling — planning cycles that consume weeks of manual effort, forecasts disconnected from operational drivers, and a reporting layer built on spreadsheets no one fully trusts.

We diagnose the whole picture, then build the answer.

As a Manager on our Enterprise Performance Management team, you will lead full-lifecycle EPM engagements end to end — owning the strategy, the solution design, the data and GL architecture, and the FP&A process work that determines whether a platform actually delivers.

You will work hands-on with Workday Adaptive Planning, Oracle EPM Cloud, and Pigment, and you will build and develop the practitioners around you.

This is a role for someone who moves comfortably between the finance conversation and the technical one, and who understands that delivery quality, scope discipline, and engagement margin are the same conversation.

 

EPM Platform Delivery



* Lead full-lifecycle EPM implementations: current-state assessment, platform selection support, design, build, test, deploy, and hypercare.



* Own solution design — model architecture, dimensionality, calculation logic, allocation methodology, security and access model, and workflow and approval structure — and defend those decisions with client finance leadership.



* Configure and build hands-on in at least one of Workday Adaptive Planning, Oracle EPM Cloud (EPBCS/PBCS), or Pigment, with sufficient fluency across the others to guide the team and advise on platform fit.



* Design and deliver connected planning beyond the P&L: workforce, capital, revenue, expense, cash flow, and balance sheet planning, plus scenario and driver-based models.



* Direct testing efforts — unit, system, and user acceptance — with full traceability from requirement to test case to sign-off.



* Lead platform selection and vendor evaluation when clients are pre-decision: requirements definition, scoring model, demo scripting, TCO comparison, and an investment-committee-ready recommendation.



* Manage migrations off legacy systems — Hyperion Planning, Essbase, TM1/Planning Analytics, or incumbent spreadsheet estates — including parallel-run design and cutover planning.



* Establish post-go-live ownership models: administration structure, release management, and the internal capability clients need to sustain the system independently.

 

Data and GL Architecture



* Lead chart of accounts design and rationalization: segment structure, natural account design, cost center and profit center schemes, and the trade-off between granularity and usability.



* Own GL mapping from source ERP to the planning model across account, entity, cost center, product, project, and custom dimensions — including mapping rules, exception ...