Finance and Operations EPM Engagement Lead
$110k - $210kSpaulding Ridge
Finance and Operations Epm Engagement Lead
Chicago, Denver, Houston, Minneapolis, New York
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 stakeholders using key account metrics
Qualifications:
- Proven experience as an engagement/project manager in technology or management consulting
- Experience in sales and providing solutions based on client needs
- 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 is committed to helping team members thrive in their work and life, and we invest in comprehensive total rewards to support this goal. Our benefits include generous time off, paid holidays, paid parental leave, a 401(k) with company match, and highly subsidized health, dental, and vision plans. We also offer company-paid life and disability insurance, a monthly allowance for well-being and technology expenses, and reimbursement for approved learning and development initiatives within defined limits. Spaulding Ridge is committed to fair and equitable compensation practices. The base salary range for this position in the United States across locations is reflected below. In addition, this role may be eligible for an annual discretionary bonus. Actual compensation will be determined based on a range of factors, including skills, experience, qualifications, and location. Please note that the range provided is subject to change at any time in accordance with internal policies and applicable law.
Salary Range
$110,000 - $210,000 USD
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. 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.
- ...infrastructure, logistics and financing to connect producers and... ...seeking a senior Automation Lead to join its Trade Finance function... ...tooling — while maintaining operational credibility on the desk to understand... ...deployment, remaining engaged at every stage.Map and redesign...OperationsHourly payFull time
- ...senior Oracle Financials practitioner who leads the full functional workstream on... ...suite. You work at the intersection of finance operations, technology, and business transformation... ...and developing talent Minimum of 4 years engaging and presenting with authority to CFO, Controller...OperationsFull timeWork experience placementLive inWork at officeLocal area
- ...You’ll Work WithThe Enterprise Delivery Lead develops and executes strategies to scale... ...and ServiceNow teams at Slalom manage engagements and provide transformational delivery leadership... ...negotiating contracts.* Expert business operations experience (e.g., invoicing, SOW,...OperationsTemporary workLocal area
- ...design and advance the world. Wood is seeking a Client Engagement Lead to drive growth across its Americas Vibration, Dynamics, and... ...issues that may arise. Collaborate with the technical and operations teams to ensure alignment of sales efforts with company...OperationsFull timeWork at officeFlexible hours
- Alvarez & Marsal is seeking a FinOps leader to bridge finance, engineering, and operations, aligning cloud investments with maximum business value.... ...AI-enabled optimization at scale. Travel up to 80% is expected for a mix of engagements. #J-18808-Ljbffr Alvarez & MarsalOperations
- ...involve combinations of VDN’s service lines • Lead and advise others internally, based on your experience, that are engaged in sales activities with our clients. • Work... ...arise. • Collaborate with the technical and operations teams to ensure alignment of sales efforts with...Operations
- Job Overview We are seeking a dynamic and dedicated Team Lead for our Engagement Center & Housing Navigation team. In this pivotal role, you... ...Engagement & Stabilization Department. Oversees Engagement Center operational workflows to ensure clients and visitors navigate...OperationsWork at office
- Overview As an Agile Program / Engagement Lead at Publicis Sapient, you will partner with senior client stakeholders within the Energy & Commodities... ...to C‑suite leaders navigating industry disruption. You will operate at the intersection of strategy, technology, and execution,...OperationsFlexible hours
$105.4k - $207.8k
...’ll help shape the future of finance. As part of our Finance Transformation... ...new levels of financial and operational excellence. Recruiting for... ...and ServiceNow Platform Lead within our Finance Transformation... ...to accelerate future engagements.Partner with the onshore AI/Automation...OperationsLocal areaVisa sponsorship- ...training, defining support procedures Lead workshops for client education Conduct... ...2 years of US and/or Global Financials Operations Bachelor's degree or equivalent (minimum... ...Experience leading global and/or LE Workday engagements.Thrive in a diverse, fast paced...OperationsFull timeWork experience placementLive inWork at officeLocal area
- ...looking for a Customer Success - Lead Payroll Analyst to join our... ...is the single point of operational accountability for payroll delivered... ...Senior Payroll Tax Analyst engages directly with UKG Tax on... ...visibility. Coordinate across HR, Finance, HRIS, and vendor teams to...OperationsWork at officeLocal areaMonday to Friday
- ...Oracle practice (.)You Are:A senior Oracle Utilities Integration Lead who brings both the architectural vision and the hands-on... ...systems across billing, metering, field service, finance, and operational domains.Design and govern the integration architecture, establishing...OperationsFull timeWork experience placementLive inWork at officeLocal areaRemote work
- ...segregation of duties (SoD) analysis, change management sampling, and operational control testing.Monitor the effectiveness of first-line... ...of defense function, internal audit team, or external audit engagement in an IT capacity.Strong understanding of risk assessment...OperationsFull timeWork at officeVisa sponsorshipWork visaFlexible hours
- ...and retention efforts and deliver outstanding service to residents while coordinating with the Property Manager on daily operations. You will engage in maintaining accurate records, addressing inquiries, and helping organize community activities, fostering a positive living...Operations
$120k - $195k
AI Adoption & Engagement Lead (Manager or Sr. Manager) Join to apply for the AI Adoption & Engagement Lead (Manager or Sr. Manager) role... ...committed to leveraging artificial intelligence to transform our operations, enhance innovation, and deliver exceptional value to our...OperationsFull timeWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours$153.71k - $260.68k
Lead Estimator - Water/Wastewater Date: Jul 28, 2026 Location: Overland Park, KS, US... ...estimate timelines. Coordinates with design, operation and procurement teams on project status,... ..., encourages, and facilitates staff to engage in continuous improvement activities....OperationsFull timePart timeWork experience placementInterim roleWork at officeLocal areaRelocationHome officeVisa sponsorshipFlexible hours- ...Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility... ...drives team performance, and supports operational excellence through coaching, process... ...reinforce policies, and promote engagement. Support onboarding and training...OperationsWork at officeVisa sponsorshipWork visaMonday to FridayShift workWeekend work
- Come lead with us at Houston Methodist Hospital At Houston Methodist... ...management to achieve operational goals. FLSA STATUS Exempt QUALIFICATIONS... ...Bachelor’s Degree in finance, accounting, healthcare... ...turnover/retention/employee engagement. Serves as a role model and mentor...OperationsContract work
$115k - $140k
Remote USAAbout Us:CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment... ...dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating...OperationsFull timeRemote workVisa sponsorshipWork visa- ...Group is seeking a People & Culture Manager to lead the day-to-day HR function for a 100-person behavioral... ...organization. You will balance hands-on HR operations with strategic, people-first initiatives, driving engagement, retention, and manager capability across Texas...Operations
- CITGO Petroleum Corporation seeks a Lead Maintenance Analyst to optimize maintenance processes, ensure equipment... ...across three refineries. You’ll collaborate across Operations, Maintenance, Supply Chain, IT and Finance, applying advanced analytics with 10 years of...Operations
- Fujitsu in Houston, TX seeks an Engagement Manager to lead complex AI and data engagements from framing to value realization. You will manage multi... ..., ensure responsible AI, governance, and production operations, while shaping scalable solutions and driving business outcomes...Operations
$102.5k - $210.6k
...ends on 8/31/2026. Work you’ll do As a Lead Cloud Security Analyst, you are an advanced... ...ops, periodic or architecture-phase-only engagement for other domains). Provide consultative... ...-to-market solutions that help Deloitte operate effectively and lead in the market. Our reputation...OperationsFull timeFlexible hoursShift work- ...International in Houston is seeking candidates for a two-year rotational program aimed at developing future leaders in Operations and Finance. Participants will engage in four six-month rotations, gaining diverse experience across various functions within the company. The...OperationsRotational programPermanent employment
- ...Financial Services, Inc. is seeking a Team Manager, Office and Mail Support to oversee a busy mailroom and clerical team in a captive auto finance environment. You will supervise mail sorting, scanning, filing, and document handling while monitoring KPIs and coordinating with...OperationsWork at office
- ...an Analytics Professional to create advanced, information-based BI deliverables and serve as a domain expert across clinical, finance, operations, and marketing. You will translate complex business requirements into actionable analytics through SQL development, data...Operations
- ...seeking a Client Services Manager to be the primary point of contact for client relationships. You will lead proposal development, liaise with operations and finance, and drive retention and growth across key accounts in the CSS department. The role requires strong communication...OperationsWork at office2 days per week
$87.29k - $148.39k
FIS is seeking a Full-Time role to lead middle office operations for structured finance portfolios in Houston, Texas. The successful candidate will manage financial processes, ensure data accuracy, and foster strong stakeholder relationships. Key responsibilities include...OperationsFull timeWork at office- ...Description POSITION SUMMARY: The Community Engagement Coordinator is responsible for... ...The Community Engagement Coordinator will lead efforts to ensure that HFB captures stakeholder... .... Stays abreast of HFBs programming, operations, and services. Supports outreach, planning...OperationsBank staffWork at office
$100k - $115k
Auditor, Lead Job DescriptionThe Auditor, Lead will plan, conduct, and lead audits for the ABS QE Aerospace Program. This position... ...ever-present, guiding our clients to safer and more efficient operations. About Our Benefits ABS Group proudly offers a variety of industry...OperationsWork at officeRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance and Operations EPM Engagement Lead. Be the first to apply!
- operations lead Houston, TX
- operations leader Houston, TX
- cannabis operations Houston, TX
- business operations Houston, TX
- operations support agent Houston, TX
- data center operations technician Houston, TX
- distributed mission operations Houston, TX
- operations representative Houston, TX
- hr operations Houston, TX
- creative operations Houston, TX


