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About the Role
Lead financial planning, forecasting, reporting, and business partnering for the Epicor Consulting Services (ECS) organization, ensuring accurate financial results and supporting strategic decision-making.
Responsibilities
- Lead financial planning, budgeting, forecasting, and quarterly business planning processes, identifying key business drivers and developing operational metrics.
- Develop, enhance, and maintain financial reporting, dashboards, and KPI frameworks.
- Partner with business leaders and commercial teams to deliver robust financial analysis, identify growth opportunities, and support strategic and operational decisions.
- Manage monthly management reporting processes, including leadership presentations and financial performance reviews.
- Identify and mitigate financial and compliance risks while implementing processes and controls.
- Collaborate across functions to improve data quality, optimize financial systems, and drive process enhancements.
- Participate in field sales and leadership meetings, provide ad hoc analysis, and support special projects.
Requirements
- 10+ years’ experience in finance, financial planning and analysis (FP&A), corporate finance, or related disciplines.
- 4+ years’ experience supporting a consulting services organization.
- Extensive experience in analytical and quantitative problem-solving, financial modeling, and strategic business analysis.
- Advanced Microsoft Excel skills and proven experience with financial systems, reporting platforms, and business applications.
- Strong communication and business partnering skills, with the ability to influence stakeholders and support executive decision-making.
- Ability to thrive in fast-paced environments, manage competing priorities, and deliver accurate results under tight deadlines.
Skills
- Financial planning
- Forecasting
- Reporting
- Business partnering
- Financial analysis
- Budgeting
- KPI frameworks
- Microsoft Excel
- Financial systems
- Reporting platforms
- Business applications
- Communication
- Problem-solving
- Financial modeling
- Strategic business analysis
Location
- Remote
Work Type
- Hybrid
- Full-time
Experience Level
- Senior
Education Level
- Bachelor of Business Administration degree
- Bachelor of Science degree in Finance, Accounting, Economics, or a related field, or equivalent experience
Benefits
- Comprehensive health and wellness benefits
- Opportunities for mentorship
- Continuing education
- Focused career goal setting
- Free LinkedIn Learning licenses
- Mentoring Program
- Geographically specific education support programs
- Inclusive, global workplace
- Policies built on mutual trust and support encouraging time off
- Comprehensive support for international relocations and permanent residency processes
About the Company
- Epicor helps businesses stay future-ready by connecting people, processes, and technology.
- Epicor employees are creating a more resilient global supply chain.
- Epicor is committed to showing you how much we care about your future.
- Epicor believes putting people first is the right thing to do.
- Epicor is committed to upholding the highest standards of integrity and transparency.
- Epicor is the essential partner to the world’s most essential businesses.
Equal Opportunity
- Epicor is committed to creating a workplace and global community where inclusion is valued.
- If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
- We are an equal-opportunity employer.