Senior Manager, CFO Advisory - EPM & FP&A Modernization (New York)
$212.6k - $250.1kWest Monroe Partners
Are you ready to make an impact?West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within our growing CFO Advisory team. This role is for a leader who combines deep architecture experience with a vendor-agnostic perspective and can help finance executives select, design, and implement solutions that improve planning, forecasting, consolidation, close, and performance management.As a Senior Manager, you will lead complex EPM programs, serve as a trusted advisor to CFOs and finance technology leaders, maintain a market-informed platform selection point of view, and build strong delivery capabilities across West Monroe. You will be expected to go beyond project management and provide hands-on architecture leadership across data, dimensions, calculations, integrations, controls, and operating model decisions.What you’ll doClient DeliveryLead solution architecture for EPM and FP&A modernization programs, including dimensional design, planning model architecture, consolidation logic, metadata governance, calculation design, workflow, security, and integration architecture.Lead vendor-agnostic platform selections, including business and technical requirements, use-case prioritization, vendor demonstrations, scoring, total cost of ownership, implementation risk, and roadmap development.Advise CFOs, Controllers, FP&A leaders, and finance technology executives on platform strategy, target-state architecture, implementation sequencing, governance, and adoption.Design driver-based planning and rolling forecast solutions, including assumptions governance, scenario modeling, forecast accuracy measurement, bias analysis, and management reporting.Architect consolidation and reporting solutions that address intercompany eliminations, currency translation and CTA, minority interest, equity pickup, pushdown accounting, statutory reporting, and management reporting requirements.Design source-system integration patterns and data quality controls across ERP, operational, planning, and reporting environments, recognizing that data and governance issues often determine program success.Assess struggling EPM programs, identify root causes, define recovery plans, and lead remediation across architecture, data, governance, delivery, and adoption.Own engagement delivery across scope, budget, profitability, staffing, risk, quality, and client satisfaction while coordinating business, technology, and implementation partner stakeholders.Apply AI and automation to requirements analysis, model design, testing, documentation, and insight generation while maintaining appropriate human review, data protection, and financial control disciplineBusiness Development and alliance leadershipBuild executive relationships with CFOs, Controllers, FP&A leaders, finance transformation executives, and technology leaders.Identify and shape opportunities across EPM strategy, platform selection, implementation, close and consolidation, reconciliation, reporting, data modernization, and finance operating model transformation.Lead or support proposals, statements of work, solution design, implementation estimates, pricing, and executive presentations.Maintain productive, arm's-length relationships with EPM software vendors and implementation ecosystem partners while preserving West Monroe's independent advisory position.Represent West Monroe at finance technology events and contribute thought leadership on EPM modernization, platform selection, planning transformation, and AI-enabled finance.Practice and People LeadershipOwn and refresh West Monroe's EPM platform selection point of view, including implementation cost, duration, architecture considerations, delivery risks, common failure modes, and fit by client context.Develop reusable methodologies, requirements libraries, vendor scorecards, architecture templates, design standards, testing approaches, and implementation accelerators.Lead, coach, and mentor Managers, Senior Consultants, Consultants, and architects, with hands-on review of solution designs and executive deliverables.Serve as a Career Advisor and actively participate in performance management, recruiting, interviewing, onboarding, certification planning, and technical capability development.Collaborate across CFO Advisory, ERP Strategy, Data and AI, Technology and Experience, Mergers and Acquisitions, and industry teams to deliver integrated finance transformation solutions.What you'll bringRequired qualificationsBachelor's degree in finance, accounting, information systems, computer science, business, or a related discipline, or equivalent experience.10+ years of progressive experience in enterprise performance management, corporate finance systems, financial consolidation, planning, or related consulting and implementation work.Experience delivering at least five full-lifecycle EPM implementations, including at least two in a solution architect or equivalent design authority role.Experience diagnosing and recovering at least one challenged EPM implementation, with the ability to explain the architecture, data, governance, delivery, and adoption failure modes involved.Deep certification and implementation expertise in at least one major EPM platform such as OneStream, Anaplan, Workday Adaptive Planning, or Oracle EPM Cloud, with credible working knowledge across several additional planning, consolidation, and performance management platforms.Deep knowledge of consolidation mechanics, including intercompany eliminations, currency translation, CTA, minority interest, equity pickup, pushdown accounting, and reporting controls.Strong experience in dimensional design, chart-of-accounts and hierarchy design, metadata governance, rules and calculation engines, and data integration.Experience designing driver-based planning models, rolling forecasts, scenario analysis, and forecast accuracy measurement using metrics such as MAPE and bias.Understanding of close, reconciliation, and external reporting platforms sufficient to design integrations and an end-to-end finance architecture.Experience advising mid-market and private equity-backed organizations and leading complex engagements, executive client relationships, cross-functional teams, and third-party implementation partners without over-engineering the solution.Demonstrated contribution to business development, platform alliance relationships, proposals, solution design, and practice growth.Exceptional written and verbal communication skills, including the ability to translate complex architecture decisions into clear executive-level recommendations.Experience using AI tools in day-to-day work to improve productivity and insight generation, paired with strong critical thinking to evaluate accuracy, bias, controls, and business relevance.Ability to work permanently in the United States without sponsorship.A commitment to inclusion and diversity, and openness to new ideas and perspectives.Ability to travel up to 50 percent based on client and engagement needs.Preferred qualificationsCPA, CMA, MBA, or a controllership, FP&A, or corporate finance leadership background.Prior practice-building or partner-track experience in an EPM-focused consulting organization, including architecture across planning and consolidation and development of platform selection thought leadership or implementation benchmarksBased on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date. Seattle or Washington, D.C.$194,100—$228,400 USDLos Angeles$203,400—$239,300 USDNew York City or San Francisco$212,600—$250,100 USDA location not listed above$184,900—$217,500 USDOther consultancies talk at you.At West Monroe, we work with you.We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.West Monroe is an Equal Employment Opportunity Employer We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit . If you require a reasonable accommodation to participa
$212.6k - $250.1k
...West Monroe is seeking a Senior Manager to lead close,... ...engagements within our growing CFO Advisory team. This role is for... ..., finance data, EPM, ERP, automation, and... ...diversity, and openness to new ideas and perspectives... ...3,400—$239,300 USDNew York City or San Francisco$...SeniorPart timeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our... ...and consolidation, EPM, ERP strategy, and... ...Cash, Procure-to-Pay, FP&A, Treasury, Tax, or... ...diversity, and openness to new ideas and... ...00—$239,300 USDNew York City or San Francisco...SeniorPart timeWork at officeLocal areaImmediate startFlexible hours$250k - $325k
...that invites new ideas and innovation... ...'s Financial Advisory practice is... ...accomplished Senior Director to... ...of the CFO (OCFO) consulting... ...performance, modernize technology... ...Leadership (CFO, FP&A, Treasury)... ...Forecasting, Treasury Management, Working... ...; New York - 1166 Ave of...SeniorFull timeContract workPart timeInterim roleWork at officeLocal areaImmediate start$212.6k - $250.1k
...impact?West Monroe is seeking a Senior Manager to lead cost optimization and... ...within our growing CFO Advisory team in our Operations Excellence... ...and diversity, and openness to new ideas and perspectives.Ability... ...Angeles$203,400—$239,300 USDNew York City or San Francisco$212,600...SeniorTemporary workPart timeLocal areaImmediate startFlexible hoursShift work$224.72k - $327.85k
...OverviewBaker Tilly is a leading advisory, tax and assurance firm,... ...leading financial centers – New York, London, San Francisco, Los Angeles... ...OCFO-FS Technical Accounting Senior Manager Our Purpose:Our purpose is to... ...within the Office of the CFO Accounting Advisory practice....SeniorFull timePart timeWork at officeLocal areaWorldwideShift work- ...OverviewBaker Tilly is a leading advisory, tax and assurance... ...financial centers – New York, London, San Francisco... ..., Office of the CFO (OCFO) AdvisoryAre you... ...Clients rely on us to modernize and elevate the Office... ...and portfolio company management teams.Lead projects involving...Full timePart timeWork at officeLocal areaWorldwide
$229.8k - $270.3k
...(M&A) practice is seeking a Senior Manager to join our rapidly growing team... ...teams on transaction advisory, guiding the team to prepare... ...and diversity, and openness to new ideas and perspectivesBased on... ...Angeles$219,800—$258,500 USDNew York City or San Francisco$229,800...SeniorPart timeLocal areaImmediate startFlexible hours$135k - $180k
...headquartered in New York City and has been... ...the Team: The Senior Manager, Data Transformation... ...function supporting the FP&A organization. This... ...teams to modernize how financial data... ...Evaluate and implement EPM / planning... ...consulting, Big 4 advisory, or a Finance Transformation...SeniorOngoing contractWork at officeLocal areaRemote workFlexible hoursShift work$168k - $252k
...ROLEWe're looking for an exceptional Senior Finance Manager to partner with the Americas Sales team... ...resources.WHAT YOU BRINGProven experience in FP&A and GTM Finance experience supporting... ...to work from the Santa Clara, CA or New York, NY office in compliance with Pure’s...SeniorPart timeWork at officeFlexible hours$163.6k - $245.4k
...0Posted: 2026-07-13Location: New York, New York, United StatesSalary... ...communication with agencies’ senior personnel and staff examiners... ...The team is responsible for managing all aspects of ongoing supervision... ...strategy, providing ongoing advisory and communicating regulatory...SeniorFull timePart time$163k - $322.1k
...market-driven solutions that modernize finance functions, elevate... ...business partners, manage risk, and unlock new levels of financial and operational... ...excellence. As a Senior Manager and Solution Portfolio... ...Controllership, Treasury, and FP&A sub-offerings.Define and maintain...SeniorPart timeLocal areaVisa sponsorship$270k - $310k
...DescriptionA Kforce client is seeking to hire a CFO in New York City, New York (NY). Summary: The client... ...balance. Responsibilities include:* Manage small accounting and finance team,... ...Statements* Management Reporting* Lead FP&A acitivities* Treasury* Support external...Part time$330k
...to join Duolingo’s Senior Leadership Team and manage our Financial Planning... .... Reporting to the CFO, the VP of Finance will... ...be based in our New York City office on a hybrid... ...a high-performing FP&A and Strategic Finance... ....Drive finance modernization, including the thoughtful...Part timeWork experience placementWork at office$225k
...recognized externally. Enabled by modern platforms and AI, you’ll do... ...will lead and grow Epiq Advisory for Law Firms’ Change Enablement... ...and proactively manage adoption risks, resistance patterns... ...records.SummaryLocation: USA-New York-NY-1166 Avenue of AmericasType...Full timePart timeLocal area$173.3k - $288.9k
...exceptional people. We deliver secure, reliable managed and advisory services across private, public, and... ...of the Cox family of companies. The Senior Principal Client Partner is... ...NC; Hartford CT; Austin TX; Newark NJ; New York NY; St Louis MO; Denver CO; Boston MA;...SeniorFull timePart timeRemote workVisa sponsorshipFlexible hours$160k - $250k
...Senior Relationship ManagerAbout MillenniumMillennium... ...collaboration, disciplined risk management and continuous learning... ...and execution of new and complex investment... ...high-quality advisory guidance to managers as... ...which is specific to New York and may change in the future...SeniorPart time$170k - $225k
...innovation as we seize new opportunities and thrive... ...Would IncludeThe Senior Director, Accounting is... ...reconciliations, general ledger management, and daily operations... ...teams including FP&A, IT, AR, AP, Tax, Treasury... ...Accounting Officer, and CFO.Review and approve balance...SeniorPart timeSummer workLocal area$134.1k - $241.4k
...experienced professional to serve as a Manager, Community Relations for a Mega-... ...and, in its later stages, create new capacity between Newark, New Jersey and New York City, the busiest section of the... ..., to plan, design, build, and modernize infrastructure. We take special...SeniorFull timeContract workPart timeWork experience placementWork at officeWorldwideFlexible hours$229.8k - $270.3k
...Practice (M&A) is seeking a Senior Manager to join our rapidly growing Merger... ...execution.Provide strategic advisory to C-level stakeholders by... ..., diversity, and openness to new perspectives.Based on pay transparency... ...$219,800—$258,500 USDNew York City or San Francisco$229,800...SeniorPart timeLocal areaImmediate startFlexible hours$229.8k - $270.3k
...impact?West Monroe is seeking a Senior Manager with prior experience in and... ...development (hunting new clients and building relationships... ...clients while demonstrating advisory capabilities with high level... ...Angeles$219,800—$258,500 USDNew York City or San Francisco$229,800...SeniorPart timeWork experience placementLocal areaImmediate startFlexible hours$200k
...Senior Claims & Litigation Executive / AttorneyTransportation •... ...LogisticsUp to $200K Base + Bonus (DOE)New York City or Louisiana | HybridA... ...high-quality claims and advisory services to members, brokers,... ...responsibilities include:Managing complex transportation, trucking...SeniorContract workPart time$229.8k - $270.3k
...Practice (M&A) is seeking a Senior Manager to join our growing Healthcare... ...engagement teams on transaction advisory, guiding the team to prepare... ...diversity, and openness to new ideas and perspectivesBased on... ...$219,800—$258,500 USDNew York City or San Francisco$229,800...SeniorTemporary workPart timeLocal areaImmediate startFlexible hours$150.4k - $343.6k
...Job ID: 1366868633Location: New York, NY, US, 10001-8604Salary: $150,400 - $343,600Job Function... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...our dynamic FSO team! Our Business Tax Advisory practice gives you the opportunity to...SeniorPart timeSummer holidayFlexible hours$132.1k - $301.6k
...Job ID: 1407091933Location: New York, NY, US, 10001-8604Salary: $1... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...and business acumen.As a Senior Manager in Private Tax, you will... ...income tax planning and advisory services to high net worth individuals...SeniorPart timeWork experience placementSummer holidayLocal areaImmediate startFlexible hours$158.8k - $318.23k
...Within Autodesk, Flow Studio is building a new category at the intersection of AI,... ...story from feature to campaign Establish a modern marketing operating model built for speed,... ...Francisco, CA, USA; AMER - United States - New York - NYC Metro area- Offsite/HomeType: Full time...SeniorFull timePart timeFor contractorsLive inShift work$250k - $290k
...Job ID: 1408054933Location: New York, NY, US, 10001-8604Salary: $2... ...Your key responsibilitiesAs a Senior Director on EY-Parthenon's Strategy... ...and deliverables. You will manage day-to-day problem-solving,... ...a particular focus on client advisory or strategic planning within...SeniorPart timeWork experience placementSummer holidayWork at officeFlexible hours$201k - $272k
...executive conversations with PE managing directors, operating... ...IT separation, integration, modernization, and generative AI adoption... ...portfolio CTOs/CIOs, and M&A advisory firms.• Partner with AWS field... ...800.00 USD annuallyUSA, NY, New York - 221,100.00 - 299,200.00 USD...SeniorPart timeLocal areaFlexible hours$153k - $181k
...nearly $185B in assets under management, with tools designed to... ...for the Office of the Fund CFO does just that - it’s a new category of software to... ...private liquidity and IPO advisory to ensure clients are aware... ...possess a strong fluency in modern AI systems. You are...SeniorFull timePart timeWork at officeShift work$215.06k
...Job ID: 1414534033Location: New York, NY, US, 10001-8604Salary: $215,060.00Job Function: People ConsultingEmployer... ...working world.People Consulting - Workforce Advisory - People Behavior Change Specialist - Senior Manager - Multiple Positions - 1726051, Ernst & Young U.S...SeniorFull timePart timeWork experience placementSummer holidayImmediate startMonday to FridayShift work$176.9k - $332.4k
...redefine what’s possible.Job Description:SENIOR DESIGN-BUILD DESIGN MANAGER RAIL & TRANSITParsons is an industry... ..., to plan, design, build, and modernize infrastructure. We take special pride... ...refer to .SummaryLocation: US - NY, New York; US - MA, Boston; US - MI, Troy; US...SeniorFull timePart timeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Manager, CFO Advisory - EPM & FP&A Modernization (New York). Be the first to apply!
- chief financial officer New York, NY
- chief financial officer cfo New York, NY
- cfo healthcare New York, NY
- construction cfo New York, NY
- cfo real estate New York, NY
- hedge fund cfo New York, NY
- cfo New York, NY
- senior fp&a manager New York, NY
- finance manager fp&a New York, NY
- senior director fp&a New York, NY


















