At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision‑making, and achieve their financial goals. A career in our Enterprise Performance Management (EPM) practice, within Finance Consulting services, provides the chance to work alongside CEOs, CFOs, Controllers, and Treasurers to fundamentally improve how finance functions operate, deliver insight, and support decision‑making. As a Senior Associate in Finance Transformation – EPM, you will play a key role in technology‑enabled finance transformations, with a focus on Enterprise Performance Management, advanced analytics, and AI‑enabled finance capabilities. You will support clients in translating strategic ambition into measurable outcomes by contributing to transformation efforts from finance vision and operating model definition through execution and value realization. You will support the design and delivery of scalable EPM solutions (OneStream, Oracle EPM, SAP EPM, Tagetik or Anaplan) that connect business strategy, data, and technology while providing guidance to client stakeholders.

The Opportunity

As a Finance Transformation, Enterprise Performance Management, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will advise clients on optimizing their consolidation, planning, budgeting, forecasting, and reporting processes. You will help design performance measurement tools as well as implement solutions in leading EPM tools such as OneStream, Oracle EPM, Tagetik, Anaplan, or SAP EPM.



Your role will include, but isn’t limited to:

- Work on challenging and rewarding Finance Transformation – EPM engagements with multidisciplinary teams
- Advise clients on optimizing financial consolidation, planning, budgeting, forecasting, reporting, and dashboards
- Conduct organisational diagnostics on finance and performance management processes
- Define business requirements for EPM Solutions configuration and implementation
- Support the design, build, migration, and testing of OneStream multi‑dimensional data models, including dimensions, hierarchies, and attributes
- Configure OneStream components, including: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequences, Cube and metadata configuration, System security
- Develop OneStream input templates, reports, and analytical dashboards
- Support data integration and import processes, including mappings, validations, and reconciliations
- Implement OneStream calculations leveraging business rules and formulas (allocations, top‑down spreading, currency logic, etc.)
- Support vendor and EPM software selection activities, including business requirements gathering
- Identify, monitor, and help resolve project issues and risks. Prepare, review, and contribute to high‑quality engagement deliverables,



ensuring they meet PwC and client quality standards
- Work within Agile project delivery environments for EPM implementation initiatives
- Participate in business development activities. Establish credibility with existing and new clients by demonstrating subject‑matter expertise in EPM tools and finance processes
- Team with PwC colleagues across other lines of service in support of client needs for Finance Consulting services. Support the development of thought leadership and point of view materials related to EPM and Finance Transformation; Share EPM knowledge and delivery experience across the PwC network

What You’ll Bring

Your skills, knowledge, and experiences are what set you apart. Here’s what we look for:

- Working in a professional services environment (a combination of industry, management consulting, and/or software implementation)
- Hands‑on experience with one or more EPM platforms, including in order of preference: OneStream, Oracle, Tagetik, Anaplan, Board, Adaptive, etc.)
- Managing and executing large finance, enterprise, and/or data architecture transformation programs
- Leading or contributing to the design, build, migration, and testing of multi‑dimensional data models (dimensions, hierarchies, attributes); input template and report build; Data Integration and Extract Transform and Load (ETL) concepts; understanding of calculations (allocation, top‑down spreading, currencies); and workflow, data permissions, and security
- Leading the configuration of the technology solution, including but not limited to: Workflows, Data Sources, Transformation Rules, Business Rules and Calculations, Dashboards, Data Management Sequenc

📌 Finance Transformation, Enterprise Performance Management, Senior Associate (Toronto)
🏢 PwC Canada
📍 Toronto