Financial Services ERP/EPM Program Lead

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🕒 June 23

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Peloton Consulting Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏢 Enterprise

Consulting • Enterprise

Peloton Consulting Group is a professional services firm that helps clients realize digital transformation through cloud-based enterprise applications. Peloton delivers advisory, consulting, managed services, technical shared services and enterprise change management, with deep experience implementing and operating Oracle Cloud solutions (ERP, EPM, SCM, HCM, CX), as well as NetSuite and Anaplan. The firm works across industries such as retail, financial services, professional services, consumer packaged goods, manufacturing, high tech, life sciences and construction & engineering and serves clients across North America, Latin America and Asia Pacific.

📋 Description

• Lead large-scale ERP and EPM implementation programs for financial services clients, including banks, insurance companies, asset managers, fintechs, and other financial institutions. • Manage complex transformation programs across finance, accounting, planning, reporting, consolidation, and enterprise technology functions. • Oversee program governance, workstream coordination, risk management, executive reporting, issue resolution, and stakeholder alignment. • Partner with client finance, IT, operations, and executive leadership teams to drive successful delivery outcomes. • Ensure programs are delivered with strong quality, accountability, and alignment to client objectives. • Advise clients on best practices across ERP, EPM, financial close, planning and forecasting, management reporting, regulatory reporting support, data governance, and finance transformation. • Help translate industry-specific challenges into practical technology and process solutions. • Serve as a trusted advisor to client stakeholders and help deepen Peloton’s relationships across assigned accounts. • Identify opportunities to expand Peloton’s footprint through additional project work, advisory services, and managed services engagements. • Support the services sales cycle as a financial services subject matter expert. • Contribute to Peloton’s financial services industry thought leadership.

🎯 Requirements

• 8+ years of experience in program management, finance transformation, consulting, ERP, EPM, or related enterprise technology delivery. • Significant experience working with financial services organizations, such as banking, insurance, capital markets, asset management, private equity, fintech, or related sectors. • Proven experience managing large-scale ERP and/or EPM implementations. • Strong understanding of finance function processes, including close and consolidation, planning and forecasting, management reporting, allocations, profitability, financial reporting, and finance operations. • Experience working with finance and IT stakeholders in complex enterprise environments. • Strong executive communication, client management, facilitation, and presentation skills. • Demonstrated ability to manage program scope, timelines, risks, resources, budgets, and stakeholder expectations. • Experience supporting business development, proposals, solutioning, and sales pursuits. • Ability to identify account growth opportunities and support expansion into additional services or managed services engagements.

🏖️ Benefits

• Competitive base compensation • Performance-based annual bonus • Medical, dental, and vision insurance • 401K with supporting company match • Flexible Spending Program • Technical and business skills training • Paid holidays and PTO