Job Description
This role will provide dedicated program and execution support, leading day-to-day delivery across EPM (Enterprise Performance Management) initiatives. This role will function as a critical extension of leadership—driving requirements management, stakeholder coordination, and executive-level storytelling to ensure timely, high-quality delivery across multiple workstreams.
Responsibilities
Requirements & Deliverables Management
- Lead end-to-end tracking of business requirements across all process areas (e.g., revenue, labor, allocations, SG&A).
- Coordinate iterative review cycles, incorporating SME and stakeholder feedback into finalized requirements.
- Manage director-level signoff processes, including tracking status, preparing materials, and ensuring timely approvals.
- Maintain centralized trackers (e.g., Smartsheet, Excel scorecards) to ensure visibility of status, risks, and dependencies.
Executive Storytelling & Deck Development
- Lead development of executive-ready presentations (SteerCo, OpCo, Director forums) that clearly communicate program status, risks, decisions, and outcomes.
- Translate complex financial, technical, and process topics into clear, concise, and compelling narratives for senior leadership.
- Build and maintain standardized slide templates, visuals, and storytelling frameworks (e.g., problem > approach > impact > ask).
- Ensure alignment between underlying data/trackers and executive messaging to maintain accuracy and credibility.
- Partner directly with leadership to refine messaging, anticipate questions, and prepare talking points for key meetings.
Program Execution & Coordination
- Support execution of Finance Transformation initiatives aligned to EPM implementation, including requirements gathering, design validation, and testing cycles.
- Coordinate across cross-functional teams (Finance, Operations, Technology, Consulting partners) to ensure alignment on priorities, timelines, and deliverables.
- Prepare and manage day-to-day workplans, tracking progress, and identifying risks/issues for escalation.
Stakeholder Management & Communication
- Serve as a liaison across stakeholders (Directors, SMEs, project leads) to drive decision-making and maintain momentum.
- Draft and send stakeholder communications including:
- Requirement review requests
- Signoff reminders
- Follow-ups and escalations
- Support preparation of executive and operating committee materials, including summaries, trackers, and talking points.
Issue Resolution & Escalation Management
- Proactively identify bottlenecks, overdue items, and stakeholder gaps (e.g., unanswered requirements, delayed signoffs).
- Drive structured escalation processes, including preparing summaries and recommendations for leadership review.
- Partner with leadership to resolve conflicts, clarify ownership, and unlock progress.
Meeting & Content Preparation
- Prepare content and coordination for key meetings (e.g., OpCo prep, decision workshops, stakeholder working sessions).
- Develop and maintain presentation materials, trackers, and decision-support documentation (e.g., drivers/metrics, process outputs).
- Ensure clear documentation of decisions, next steps, and actions.
Data, Process & Quality Rigor
- Ensure consistency, completeness, and quality of requirements and outputs (eliminating duplication, resolving gaps, and aligning formats).
- Support alignment of requirements to data structures, reporting needs, and finance processes.
- Drive disciplined documentation practices to support auditability and traceability.
Basic Qualifications
- 5–8+ years of experience in Finance Transformation, FP&A, consulting, or program management.
- Demonstrated experience building executive-level presentations (SteerCo, OpCo, Board-level or equivalent).
- Strong program coordination and requirements management experience.
- Advanced Excel, PowerPoint, and Smartsheet skills.
- Proven ability to synthesize complex information into clear, structured, executive-ready communications.
Education
BA/BS
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