EPM-SA-Shanghai

Industry/Sector
Not Applicable

Specialism
Finance

Management Level
Senior Associate

Job Description & Summary

Additional Job Description

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.

In enterprise performance management at PwC, you will focus on helping clients improve their financial performance and decision-making processes. You will analyse financial data, develop performance metrics and key performance indicators (KPIs), and design and implement performance management frameworks. You will be responsible for providing guidance on budgeting, forecasting, and financial planning processes to drive operational efficiency and achieve strategic objectives.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Respond effectively to the diverse perspectives, needs, and feelings of others.

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

Use critical thinking to break down complex concepts.

Understand the broader objectives of your project or role and how your work fits into the overall strategy.

Develop a deeper understanding of the business context and how it is changing.

Use reflection to develop self awareness, enhance strengths and address development areas.

Interpret data to inform insights and recommendations.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

EPM / FP&A Consultant

1. Position Overview

Position Title: EPM / FP&A Consultant

Grade Level: Senior Associate

2. Key Responsibilities Participate in Enterprise Performance Management (EPM) and FP&A transformation projects for large and mid-size enterprises Support design and implementation of planning/budgeting/forecasting, consolidation and reporting processes Translate business requirements into functional and technical specifications Develop and configure EPM solutions (e.g., OneStream, Anaplan, etc.) Build financial models, dashboards, and reports to support decision-making Build data integration, validation, and reconciliation processes Collaborate with client stakeholders (Finance, IT) to ensure successful delivery Conduct system testing (SIT, UAT), documentation, and end-user training Identify opportunities for process improvement and automation in FP&A cycles Support project management activities including timeline tracking and deliverable coordination

3. Qualifications & Requirements 3.1 Required Skills Understanding of FP&A (planning, budgeting, forecasting, variance analysis) or consolidation processes Hands-on experience with at least one EPM tool (not limited to what’s listed below): OneStream (preferred) Anaplan Oracle Hyperion / FCCS / PBCS / EPBCS / ARCS SAP BPC / SAC Basic knowledge of data integration / ETL concepts Familiarity with one of SQL, VB.NET, C# , Essbase Understanding of financial statements (P&L, BS, CF)

3.2 Preferred Qualifications Experience in finance transformation or consulting projects Familiarity with system implementation lifecycle Certifications (Optional but Preferred) CMA/ CPA / ACCA / PMP EPM tool certifications (e.g., OneStream, Anaplan, Oracle) Experience leveraging AI-powered tools to enhance productivity Ability to incorporate AI and automation tools into daily workflows

3.3 Language Requirements

Fluent English (written and spoken) – must be able to work in an international project environment

Mandarin Chinese – professional working proficiency

Travel Requirements
Up to 20%

Job Posting End Date