Finance and Operations EPM Engagement Lead
Spaulding Ridge
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are looking for an Engagement Lead to join our Finance and Operations Delivery Team! The Engagement Lead will oversee relationships with our enterprise level clients across our Finance and Operations technologies. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem. Ideal candidates will be able to: Develop trust relationships with a portfolio of major clients Acquire a thorough understanding of key customer needs and requirements Expand the relationships with existing customers by continuously proposing solutions that meet their objectives Understand their business processes and advise on best-practices where applicable Lead multi-faceted internal teams, balancing SR’s resources to maximize impact to the customer while still focusing on their professional development and career progression Ensure the correct products and services are delivered to customers in a timely manner Serve as the link of communication between key customers and internal teams Resolve any issues and problems faced by customers and deal with complaints to maintain trust Play an integral part in generating new sales that will turn into long-lasting relationships Prepare regular reports of progress and forecasts to internal and external stakeholdersusing key account metrics Qualifications: Proven experience asan engagement/project managerin technology or management consulting Experience in sales and providing solutions based onclientneeds Experience with Anaplan, OneStream, Oracle, SAP, or a similar EPM cloud-based technology is a plus Strong communication and interpersonal skills with aptitude in building relationships with professionals of all organizational levels Excellent organizational skills Ability in problem-solving and negotiation We take care of you! As an employee of Spaulding Ridge, you will part of a company that is providing innovative opportunities to impact our clients in a meaningful way. We believe giving back is core to our values and as part of this effort, you will be given the opportunity to participate in different opportunities throughout the year including SR’s day of service, giving back to our global community. Here are some our great perks and top benefits to highlight: Competitive benefits package, including medical, dental, vision, 401(K) and Life insurance Flexible Time Off Paid holiday time Paid maternity and paternity leave Monthly technology and wellness allowance Annual training allowance program Spaulding Ridge’s Commitment to an Inclusive Workplace When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better. At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance. The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (View email address on click.appcast.io ). Requests for reasonable accommodation will be considered on a case-by-case basis. Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability. Create a Job Alert Interested in building your career at Spaulding Ridge? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Will you now, or in the future, require sponsorship for employment visa status (e.g., H-1B visa status)? * Select... Desired salary * Do you know anyone who is currently interviewing or actively employed at Spaulding Ridge? * Select... If yes to the above question, please list the name of the employee or applicant. Please list any current certifications * Address * Do you currently reside in or willing to relocate to one of our office cities for this role? (Chicago, Houston, Austin, Denver, Minneapolis, New York, Omaha) * Select... Current Company? * Current Title? * How did you hear about this position? * Select... Before submitting your application, you must agree to Spaulding Ridge's Candidate Privacy Notice. * Select... Spaulding Ridge U.S. Standard Demographic Questions We invite all applicants to voluntarily share your demographic background. These selections will not affect your candidacy in any way. This information is only viewed in aggregate and is not used to identify any specific individual. If you choose to complete this survey, your responses may be used to identify areas for improvement in Spaulding Ridge’s recruitment process. How would you describe your gender identity? Select... How would you describe your racial/ethnic background? Select... Do you identify as a member of the LGBTQ+ community (i.e., lesbian, gay, bisexual, transgender, two-spirit, queer, etc.)? Select... Do you have a disability or chronic condition (physical,visual,auditory,cognitive,mental,emotional,or other) that substantially limits one or more of your major life activities, including mobility, communication (seeing,hearing,speaking) and learning? Select... #J-18808-Ljbffr
$93.8k - $162.61k
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...Lead Coordinator, Collections About Navista We believe in the power of community... ...Collections contributes to Cardinal Health Finance oversees the accounting, tax, financial... ...(AR) Team Lead assists with daily operations of the accounts receivable team, ensuring...OperationsHourly payTemporary workWork at officeLocal areaImmediate startFlexible hours- ...firm in Englewood, CO. This hybrid role requires strong technical knowledge in tax compliance and the ability to manage complex engagements. The firm offers a competitive compensation package and a focus on work-life balance. The ideal candidate will have an active CPA...
- ...tax experience, CPA or JD licensure, and the ability to manage multiple client engagements. Key responsibilities include reviewing tax returns and developing business with clients, along with leading and training teams. #J-18808-Ljbffr Holthouse Carlin & Van Trigt LLP
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...Cybersecurity Technology Portfolio Optimization Lead executes workforce and financial analysis... .... Collaborates with product managers, finance, and project stakeholders to provide... ...of finance, product management, business operations, workforce/headcount or strategic planning...OperationsContract workShift workDay shift- ...Branch Operations Lead At Chase, we are passionate about creating memorable experiences for... ...meetings to build trusted relationships. Engage clients with clear, polite... ...banking, credit cards, mortgages, auto financing, investment advice, small business loans...OperationsNight shiftAfternoon shift
- ...District is committed to create challenging, meaningful, and engaging learning opportunities so that all children thrive and are prepared... ...through the AALPS program. Facilitate and oversee day-to-day operations at AALPS. Including student intake process to and from the...OperationsWork at officeFlexible hours
- ...Lobel Financial is a full-spectrum auto finance company specializing in the acquisition... ...internal teams, including credit, funding, and operations, to ensure timely issue resolution and a... ...maintain visibility and support dealer engagement. Required Qualifications: Proven...OperationsContract workWork at officeFlexible hours
$140k - $170k
Strategic Pursuit & Client Engagement Leader (Remote or Hybrid) Tetra Tech is adding an experienced... ...markets. The successful candidate will lead high-impact pursuits, strengthen key... ..., proposal development, messaging, and operational efficiency. Identify innovative...OperationsRemote jobContract workFor contractorsWork experience placementWork at officeFlexible hoursAfternoon shift$115k - $135k
Join us in building the future of finance. Our mission is to democratize finance for all.... ...partner closely with CX Strategy, Product, Operations, Compliance, Legal, and Quality to... ...use. As a Knowledge Management Strategy Lead , you will own the full content and readiness...OperationsWork at officeFlexible hoursShift work3 days per week$75k - $85k
About Us Odeko is the all-in-one operations and technology partner to more than 20,000 independent... ...and local brands, track ordering trends, finance equipment, and access insurance.... ...support. We are looking for a dedicated Site Lead to join the Odeko family! As a Site Lead,...OperationsLocal areaShift workNight shiftAfternoon shift$110k - $150k
...for their Valuation Advisory team. The role involves supervising appraisal services, managing client relationships, and leading various engagements. Candidates should have over 5 years of relevant experience and possess necessary valuation credentials. The position offers...- Unbridled in Denver, Colorado is seeking a Program & Engagement Coordinator to support community outreach initiatives. This role focuses... ...are well-executed, organized, and engaging, requiring strong operational execution. The ideal candidate has over 4 years of experience...Operations
- ...role as an estimator at Kennedy Richter Construction is to be the lead point of responsibility and accountability during the pre‑... ...performance, and procedures from inception to turnover to the project operations team. This position is an essential bridge from the business...OperationsFor subcontractor
- ...communities. The Visitor Experience & Community Engagement Coordinator serves as one of the CELL's... .... The position also supports exhibit operations and helps ensure every visitor leaves... .... They are equally comfortable leading an exhibit tour, presenting to a classroom...OperationsAfternoon shift
- ...physicians to retain control over patient care and clinical operations while receiving crucial business support. You will build and lead a successful independent practice with comprehensive guidance on aspects like financing, staffing, and operations. Successful candidates...Operations
$130k - $160k
...Lead tax strategy for small businesses as a Tax Manager! Use your CPA/EA expertise to... ...Lead Tax Manager to join our Accounting and Finance team. This is an exciting opportunity for... ...develop, and expand our tax strategy and operations. The ideal candidate will have a strong...OperationsPermanent employmentWork at officeLocal area- ...As a leading financial services and healthcare technology company based on revenue, SS&... ...reducing frictional costs and lowering operational risk to the benefit of all. Through this... ...project and product development processes. Engage directly with clients and internal...OperationsOngoing contractWork at office
- Logic Integration in Lone Tree, Colorado is seeking an accountant to lead our finance operations and support the continued growth in the AV integration industry. This full-time position requires managing accurate finance records, preparing financial reports, and overseeing...OperationsFull time
- ...demonstrate analytical reasoning, discipline in reporting, and a drive to grow into Finance leadership roles. The role emphasizes strong technical accounting, cross-functional collaboration with operations and leadership, and continuous improvement of processes and data-driven...Operations
- ...role concentrates on refinance opportunities using bank-provided leads and a standardized sales process, with no requirement to generate your own business. You will be supported by experienced operations, processing, and closing teams to ensure timely loan closings. You...OperationsRemote jobFlexible hours
- EY in Denver area seeks a Manager in Solution Architecture to guide client engagements on Enterprise Performance Management. You will oversee forecasting, planning, budgeting, and analytics initiatives, coordinating teams and delivering high‑quality solutions. The role...
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