EPM/ERP Transformation Lead – Finance, Cloud Transformation

Role Overview

• Serve as the primary domain expert and program lead for the EPM/ERP cloud transformation, guiding strategy, sequencing, and execution across workstreams.
• Lead cross-functional program team coordination across finance, technology, and business stakeholders, driving accountability and momentum throughout the transformation lifecycle.
• Manage program roadmap, milestones, risks, and dependencies to maintain clarity and forward progress in a complex, matrixed environment.
• Engage directly with senior leadership, preparing executive readouts, steering committee materials, and progress updates.
• Bring deep, hands-on knowledge of EPM and ERP cloud implementations to guide process fit-gap analysis, design decisions, and vendor/platform evaluation.
• Advise Chart of Accounts redesign and how it connects into the EPM and planning architecture (FP&A, forecasting, 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.
• Speak credibly to Oracle Cloud EPM/ERP or equivalent platforms, drawing on prior implementation experience to inform solution design.
• Drive a dedicated workstream focused on the connection of planning, forecasting, and reporting processes into a cohesive, cloud-native EPM architecture.
• Partner with finance and FP&A stakeholders to align transformation solutions with operational, reporting, and compliance requirements.
• Identify opportunities to improve process efficiency, reduce cycle times, and enable better decision-making through the new platform.
• Support program mobilization efforts to ensure the work is ready to be executed on day one of FY27; standing up operating rhythms, governance structures, and building team norms.
• Drive change management efforts to help business teams understand transformation impacts and build organizational readiness for the new system and processes.
• Facilitate workshops, working sessions, and stakeholder alignment forums across finance, technology, and executive leadership.

Requirements

• 8+ years of experience in EPM/ERP cloud transformation, finance transformation, or enterprise technology consulting, with a strong track record of seeing complex implementations from strategy to execution.
• Deep understanding of the EPM landscape: how planning connects to forecasting, reporting, and FP&A, and how to implement it the right way in a cloud-native environment.
• Hands-on experience with Oracle Cloud EPM/ERP or equivalent platforms; Oracle experience strongly preferred.
• Familiarity with Chart of Accounts redesign and how upstream ERP architecture feeds downstream EPM and reporting.
• Demonstrated knowledge of finance domain terminology and processes across Record-to-Report, FP&A, and planning cycles.
• Proven ability to lead large, cross-functional program teams through multi-year transformation programs in complex, matrixed organizations.
• Experience in standing up program governance, operating rhythms, and mobilization plans from the ground up.
• Strong executive communication skills with an ability to prepare and present materials to C-suite and senior leadership with clarity and confidence.
• Comfortable managing ambiguity, competing priorities, and evolving scope across a long-horizon program.
• High degree of ownership and accountability, someone who takes initiative, follows through, and drives outcomes without waiting for direction.
• Operates with velocity and a bias toward action, while maintaining breadth of view across a full program.
• Strong cross-functional collaborator who can engage across finance, technology, and executive stakeholders, bringing everyone along through both push and pull.
• Comfortable engaging with IST time zone on occasion to support global program coordination.
• West Coast-based required; Mountain View, CA or San Diego, CA preferred.

Tech Stack

• Cloud
• ERP
• Oracle

Benefits

• Benefits eligible