Consulting Manager - EPM/ERP Transformation
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Responsibilities
- Program Leadership
- Lead large-scale finance transformation programs (must have led at least two end-to-end transformations).
- Coordinate across finance, product, and technology teams to drive execution against roadmap, milestones, and dependencies.
- Manage program risks, timelines, and stakeholder alignment in a complex, matrixed environment.
- Facilitate executive-level decision-making and provide clear recommendations to senior leadership.
- EPM/ERP Domain Expertise & Advisory
- Drive key architecture and design decisions across ERP and EPM platforms (Oracle preferred).
- Lead evaluation of solution options and tradeoffs, ensuring alignment with long-term business objectives.
- Advise on ERP/EPM integration strategy, including how upstream design decisions impact downstream planning and reporting.
- Help the SteerCo think through what to automate, what to rethink, and how to move from legacy processes to cloud-native best practices.
- Finance Process & Chart of Accounts (CoA) Transformation
- Lead redesign of planning, forecasting, and reporting processes, reimagining FP&A for a cloud-native environment.
- Enable a modern FP&A operating model that improves cycle times, data accuracy, and decision support.
- Lead and advise on end-to-end Chart of Accounts redesign, a core pillar of the transformation.
- Ensure alignment between CoA design, EPM planning models, reporting hierarchies, and business dimensions.
- Partner with finance stakeholders to align solutions with operational and strategic objectives.
Requirements
- Deep expertise in finance process and operating model transformation, with a strong understanding of how to reimagine finance functions (FP&A, Record-to-Report, planning, and reporting) in a cloud-native environment.
- Strong understanding of the EPM landscape, including how planning, forecasting, and reporting integrate across platforms.
- Experience leading Chart of Accounts redesign and understanding how upstream ERP architecture supports downstream EPM and reporting.
- Experience establishing program governance, operating rhythms, and mobilization plans for large-scale transformations.
- Strong executive communication skills, with the ability to influence and present to C-suite stakeholders.
- Ability to manage ambiguity, competing priorities, and evolving scope in long-term transformation programs.
- Bachelor's degree required; MBA or advanced degree in Finance, Business, or related field preferred.
- Comfortable engaging with IST time zone on occasion to support global program coordination.
- Location:
- Mountain View, CA or San Diego, CA preferred
- West Coast candidates considered with occasional travel to Mountain View
- Type:
- Open to either salaried W-2 or project-based hourly W2 (benefits eligible)
- Rate:
- Salaried Compensation Range: $120K - $140K, $13.5K - $15K Bonus
- Project-Based Hourly Compensation Range: $90 - $100
- Why Excelerate
Benefits
Additional Information
Excelerate LLC is a boutique consulting firm distinguished by its hands-on, collaborative approach to solving complex business challenges. We partner closely with our clients, bringing deeply experienced consultants who work in a facilitative style to deliver practical, lasting impact. Our work is grounded in four core values: humility, energy, integrity, and flexibility. These principles shape our culture, guide our work, and define the people who thrive here. We are seeking a Consulting Manager to lead a large-scale, enterprise finance transformation program. This is a strategic leadership role focused on driving finance modernization through Oracle Cloud ERP and EPM, with a strong emphasis on chart of accounts redesign, finance operating model transformation, and FP&A reimagination. This role is not about lifting and shifting legacy processes - it's about redefining how finance operates in a modern, cloud-native environment.
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