Excelerate

Financial Planning and Analysis

• Drive product roadmap ownership by aligning stakeholders, managing competing priorities, and partnering with Finance & Accounting to define, prioritize, and deliver high‑value initiatives aligned to business outcomes.
• Translate business needs into requirements and partner with cross-functional teams to design, build, test, and release solutions.
• Lead backlog management, sprint planning, and Agile ceremonies while proactively managing risks and ensuring alignment to scope, timelines, and budget.
• Identify opportunities to optimize processes, automate workflows, and improve system performance.
• Ensure solutions meet requirements through testing coordination and validation.
• Provide guidance and mentorship to other product team members, helping elevate product ownership practices.

Finance Systems Product Manager

• 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.

EPM/ERP Transformation Lead – Finance, Cloud Transformation

Technical Program Manager

• Support leadership operating mechanisms (OpMechs) by driving updates, action tracking, cross-functional reporting, and follow-through.
• Prepare materials, synthesize inputs, and maintain program continuity across leadership forums.
• Act as a trusted thought partner to senior leaders, enabling decision-making.
• Help define and implement the structure for AI transformation across a Fintech organization.
• Translate an evolving AI-first vision into practical rollout plans, operating rhythms, and adoption mechanisms.
• Drive execution of rollouts focused on transforming how teams across Engineering, Product, and Design use AI tools or capabilities.
• Design and coordinate sessions, working groups, and cross-org forums to drive AI fluency and adoption.
• Partner with internal teams to ensure AI initiatives are implemented consistently.
• Support change management efforts, identifying gaps in understanding and helping teams up-level.
• Stay ahead of AI market developments, research breakthroughs, and Large Language Model (LLM) trends.
• Design and operationalize mechanisms to collect feedback and harvest effective usage of AI by early adopters for dissemination across the organization.
• Curate and synthesize information on AI tools, platforms, and industry trends relative to the enterprise’s adoption.
• Create clear, consumable materials that help teams (of various personas) understand how AI is improving workflows.
• Engage with partners and vendors as needed, helping bring external insights into the organization to drive cultural adoption.
• Act as the connective tissue across teams, ensuring information flows effectively up, down, and across the organization.
• Proactively identify risks, dependencies, and opportunities in a highly ambiguous environment.
• Operate with high autonomy, inserting yourself into conversations and driving momentum without heavy direction.

Technical Program Manager – AI Strategy, Organizational Transformation

Program Manager

• Own and drive cross-functional programs with a wide, strategic view.
• Anticipate risks and blockers, proactively solve problems, manage mitigation strategies, and ensure timely, high-quality releases.
• Lead readiness planning and execution for multiple initiatives, ensuring seamless change adoption.
• Collaborate with product and communications teams to align on changes and messaging.
• Oversee development of training, UAT, help content, and SOPs.
• Monitor post-release performance and identify areas for improvement.
• Continuously optimize change delivery processes for scalability and clarity.
• Lead change initiatives for a diverse, co-employment workforce.
• Mentor teams and champion best practices in program delivery.

Manager

• Lead complex client engagements or workstreams from initiation through delivery, ensuring high-quality execution and measurable outcomes
• Translate complex or ambiguous business challenges into actionable, insight-driven strategies through data analysis, process mapping, and stakeholder collaboration
• Lead operational improvement and transformation programs that align people, processes, and technology to achieve sustainable results
• Develop business cases, KPIs, and performance measurement frameworks to measure impact and sustain performance
• Facilitate workshops and collaborative sessions to co-create solutions with clients and build organizational alignment
• Oversee vendor evaluations, digital solution implementations, and systems integrator partnerships
• Design and deliver change management, training, and organizational development initiatives that drive sustainable adoption and capability building
• Build and nurture long-term client relationships based on trust, transparency, and consistent value delivery

Consulting Manager

• Lead complex client engagements or workstreams from initiation through delivery, ensuring high-quality execution and measurable outcomes.
• Translate complex or ambiguous business challenges into actionable, insight-driven strategies through data analysis, process mapping, and stakeholder collaboration.
• Lead operational improvement and transformation programs that align people, processes, and technology to achieve sustainable results.
• Develop business cases, KPIs, and performance measurement frameworks to measure impact and sustain performance.
• Facilitate workshops and collaborative sessions to co-create solutions with clients and build organizational alignment.
• Oversee vendor evaluations, digital solution implementations, and systems integrator partnerships.
• Design and deliver change management, training, and organizational development initiatives that drive sustainable adoption and capability building.
• Build and nurture long-term client relationships based on trust, transparency, and consistent value delivery.