Sr. Manager IT, Financial Planning | Job in Saint Louis, MO. | Advantage Solutions | #2023-430657
Minimum: USD $100,000.00/Yr.
Maximum: USD $175,000.00/Yr.

Position Summary

To support the Financial Transformation within Advantage Solutions, a Financial Planning & Consolidation project is currently underway to implement the Oracle EPM suite of products.  This role will have the opportunity to get in on the ground floor and actively participate in the project as the modules are designed and created. This individual will assume responsibility for the Planning modules and associated reporting in EPM after go-live.

This role will also serve as a business partner ensuring that IT initiatives are aligned with the business objectives and priorities of the various Finance teams.  This role will have responsibility for ensuring that all Oracle EPM processes are completed in a timely manner to ensure the successful completion of financial planning (budget/forecast) cycles.

Essential Job Duties and Responsibilities (Describe the major duties of the job. List the Essential Duties and Responsibilities)


•       Provide technical oversight of the Planning modules and associated ETL / reporting in the Oracle EPM suite

•       Collaborate with Finance teams to identify new/revised EPM requirements, translate requirements into technical solutions, formulate proposed prioritization / timing, gain approval from the EPM leadership council, and complete implementation and testing activities

•       Ensure best practices and alignment with other modules of the EPM suite of products are considered when implementing master data, business rule, or other technical modifications

•       Provide training, guidance, and support to end-users on financial planning and reporting activities

•       Develop and implement IT strategies that align with the business objectives of the various Finance teams

•       Ensure the accuracy and integrity of financial data within the various systems and applications

•       Develop and manage IT project plans, timelines, and budgets related to financial planning and reporting

•       Develop and maintain relationships with external vendors and service providers

•       Develop and maintain IT documentation, including process maps, technical diagrams, and training materials

•       Maintain a culture of continuous improvement, innovation, and customer service excellence within the IT team

•       Stay current with emerging technologies and trends related to financial planning, consolidation, and reporting

Supervisory Responsibilities

Direct Reports

- This position does not have supervisory responsibilities for direct reports

Indirect Reports

- May delegate work of others and provide guidance, direction and mentoring to indirect reports

Travel Requirements

- Travel up to 25 %

Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

  • Bachelor’s or master’s degree in Finance, Accounting, Information Systems, or a related field

Field of Study/Area of Experience:

  • Proven experience (5 years) in financial planning and consolidation, preferably in a leadership role
  • In-depth knowledge of financial planning and consolidation systems such as Oracle Cloud EPM, Oracle Hyperion, OneStream including implementing master data, business rule, ETL, and reporting changes
  • Strong understanding of financial processes, including budgeting, forecasting, reporting, and consolidation
  • Strong analytical and problem-solving skills
  • Experience managing IT projects related to financial planning and reporting
  • Hands-on Project Delivery experience delivering solutions for the planning modules in EPM
  • Excellent communication skills with the ability to effectively convey complex technical concepts to non-technical stakeholders
  • Familiarity with IT governance, compliance, and risk management frameworks

Skills, Knowledge and Abilities

  • Well-organized and detail oriented
  • Ability to work in a fast-paced, dynamic environment, managing multiple priorities and deadlines effectively
  • Able to build strong working relationships with both Finance and IT colleague at various levels
  • Strong written communication and verbal communication skills at Executive and team levels
  • Good interpersonal skills and ability to collaborate within/ across teams
  • Skill in supervising and delegating responsibility, training and evaluating performance

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job.  Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding ASM Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. ASM reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law.  ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Job Will Remain Open Until Filled

Sr. Manager IT, Financial Planning

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