Review the current finance planning systems and FP&A process.
Assess OneStream or equivalent EPM platform requirements, status, adoption and gaps.
Review how P&L, balance sheet, cash flow and working capital planning are handled.
Assess whether finance planning is properly linked to trading, supply chain, stock, margin and store/channel plans.
Review driver based planning, forecasting cycles, scenario planning and cash visibility.
Identify where spreadsheets, manual workarounds or weak data are affecting finance planning.
Assess whether leaders can trust the finance data used for planning and reporting.
Review finance master data, planning data, reporting data and links to wider business systems.
Help judge what should be kept, fixed, bought, replaced, retired or simplified.
Support the creation of a finance planning diagnostic, heatmap, roadmap and Board ready report.

Experience with OneStream, Anaplan, Oracle EPM, SAP Analytics Cloud, Workday Adaptive Planning, Board, Tagetik, Planful or similar enterprise planning tools.
Strong understanding of FP&A, budgeting, forecasting, cash flow planning, working capital and management reporting.
Experience reviewing finance planning systems, not only using them as a finance user.
Good understanding of how finance planning links to trading, supply chain, inventory, margin, sales and operational plans.
Ability to identify where poor data, weak process, manual spreadsheets or low adoption are affecting finance decisions.
Ability to assess whether an EPM or planning tool is properly implemented and used.
Ability to explain finance systems issues in simple language to senior non-technical leaders.
Strong commercial judgement.
Availability to support proposal activity immediately, with potential delivery work over an eight week audit period.

Short-term, high impact advisory work.
Potential involvement in a Board-level technology audit for a major UK business.
Flexible day rate associate model.
Clear role boundaries and defined finance systems scope.
Opportunity to work with a senior team across enterprise architecture, engineering, cyber, data, AI, supply chain technology and technology cost review.
Work that focuses on real business decisions, clear evidence and practical next steps.

Finance Systems and FP&A Specialist – OneStream, Enterprise Planning

Key skills