Lead EPM Analyst
$125k - $145kProven Recruiting
Lead EPM Analyst – $125,000–$145,000 base salary Are you excited about building and scaling enterprise performance management from the ground up? This is an opportunity as a Lead EPM Analyst to join a fast-growing, mission-driven financial services organization that supports multiple brands nationwide and is actively investing in modern finance, data, and AI-driven tools. You’ll have high visibility, strong technical ownership, and a clear path to grow into a people leader within about a year. Apply now! Who you are:
- 3+ years of experience building out an EPM platform such as Anaplan, Pigment, OneStream, or similar, ideally within a high-growth, multi-location, services environment
- Background integrating EPM tools with ERP and data platforms such as NetSuite, Snowflake, or comparable ETL tools
- Experience with adding financial models into EPM, as well as migrating reporting and modeling packages into EPM
- Strong SQL skills, including writing queries, validating, and transforming large datasets across systems, are a plus
- Preferably, you have a bachelor's degree in finance, accounting, economics, information systems, business analytics, or a related field.
- Support the implementation, configuration, and ongoing improvement of the company’s EPM platform, including budgeting, forecasting, and reporting across multiple entities
- Partner closely with Finance leadership to improve scalability, usability, and performance of EPM tools and processes, including design and maintenance of planning models, templates, reports, dashboards, and data inputs
- Work with the data engineering team to support data integrations between the central data platform, business planning platform, and reporting in Power BI
- Help drive company-wide adoption of EPM tools through change management, documentation, training, and adoption efforts for cross-functional collaboration
- Leverage and expand AI using Claude, ChatGPT Enterprise, MCP Server, Snowflake Cortext AI, and inhouse AI tools
- High-impact, high-visibility role with clear runway for expanded leadership responsibility as the organization continues to grow through acquisition.
- Great benefits including medical, dental, and vision coverage for employees and dependents; 401(k) eligibility after one month of service; wellness, learning & development programs; and charitable contribution matching
- Flexible hybrid schedule with onsite perks including catered meals, fitness center access, and a 9-hour, 4-day workweek with early off Fridays
Vacancy posted 1 day ago
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