Strategic Planning Expert

12 hours ago


Delhi, Delhi, India beBeePlanning Full time US$ 9,00,000 - US$ 12,00,000
Job Opportunity">

As a Senior EPM Planning Implementation Specialist, you will lead the design and delivery of modern planning solutions across various domains. You will engage with clients to understand their strategic business goals and translate them into best-in-class planning solutions.

Key Responsibilities
  • Own solution design and delivery for planning, consolidation, reconciliation, and reporting domains.
  • Engage directly with clients to understand strategic business goals, assess current-state processes, and translate them into modern planning solutions.
  • Lead the implementation of planning modules such as Planning, Consolidation and Close, and Account Reconciliation.
  • Design and develop financial models, custom business rules, data forms, dashboards, and calculation scripts to enable robust forecasting and reporting.
  • Conduct design workshops, gather requirements, and deliver comprehensive functional design documentation.
  • Drive end-to-end project activities including solution architecture, configuration, testing, deployment, and hyper care.
  • Integrate planning with source systems using EPM Automate, Data Management, FDMEE, and Integration Agents.
  • Provide advisory on process improvement opportunities, automation, and reporting strategies.
Required Skills and Qualifications
  • Minimum of 5 full-cycle planning implementations.
  • Extensive experience across planning modules, including Financials, Workforce, Capital Expenditures (CapEx), and Projects.
  • Strong expertise in designing and building driver-based planning models, data forms, dashboards, task lists, smart lists, and KPIs.
  • Proficiency in developing business rules and Groovy scripting.
  • Deep understanding of planning processes, including budgeting, rolling forecasts, variance analysis, strategic modeling, and what-if scenarios.
  • Experience configuring data integrations using EPM Automate, Data Management, or Integration Agent.
  • Fluency with Smart View and building reports for planning and analysis.
  • Strong client-facing experience, including leading workshops, gathering planning-specific requirements, and aligning solutions to FP&A needs.
  • Exceptional communication and stakeholder management skills.


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