Consultant - Financial Planning & Analysis - Due Diligence & Business Performance Transformation Team

Core Competencies:

- Pre-sales due diligence for large F&A outsourcing and transformation deals

- Baseline diagnostics and maturity assessments

- Scope validation and effort estimation

- Control and compliance reviews

- Lean Six Sigma-led process optimization

- Process mining and process intelligence initiatives

- Target Operating Model (TOM) design

- Agentic AI and Autonomous Finance innovation

- Value realization and KPI benchmarking

- Existing account health assessments and transformation roadmaps

Designation:

Consultant FP&A Due Diligence & Business Performance Transformation

Role Purpose:

Drive transformation of planning, budgeting, forecasting, management reporting, and decision support through analytics, AI, and autonomous planning capabilities.

Key Responsibilities:

Assessment:

- Review: Budgeting, Forecasting, Management Reporting, Profitability Analysis, Cost Management, and Business Partnering

Maturity Evaluation:

- Assess: Planning effectiveness, Forecast accuracy, Data integrity, and Reporting effectiveness

Operating Model Transformation:

- FP&A CoE design

- Planning process redesign

- Driver-based planning

- Rolling forecasting

Advanced Analytics:

- Predictive forecasting

- Scenario modeling

- What-if simulations

- KPI architecture

Autonomous FP&A:

- AI forecasting agents

- Narrative reporting

- Self-service analytics

- Autonomous planning assistants

Required Experience:

- 12+ years FP&A experience

- Strong finance business partnering skills

- Experience in Anaplan, Oracle EPM, SAP SAC, OneStream preferred

- Advanced analytics exposure

Success Metrics:

- Forecast accuracy

- Planning cycle reduction

- Report automation

- Business stakeholder satisfaction

- AI adoption