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Our Enterprise Performance Management (EPM) Consultants specialize in helping organizations plan, monitor, and analyze their business performance. They implement and optimize EPM systems, which typically involve budgeting, forecasting, financial consolidation, and performance reporting. Their tasks include data integration, developing financial models, configuring dashboards and reports, and ensuring alignment with strategic objectives.

Key skills and certifications for EPM Consultants include expertise in EPM platforms like Oracle Hyperion, SAP BPC, and Anaplan, proficiency in financial analysis and modeling, and strong project management skills. Certifications such as Certified Management Accountant (CMA), Certified Public Accountant (CPA), and vendor-specific certifications (e.g., Oracle Hyperion Financial Management Certification) validate their expertise, enabling organizations to improve financial planning, enhance decision-making, and achieve better business outcomes.

Hiring EPM Consultants? Schedule a call with one of our recruiters to discuss your hiring needs and how we can best assist you.


We provide specialist consultants who possess extensive experience supporting enterprise performance management systems. Select any of the below EPM systems for more information about our busiest areas.


Organizations engage Enterprise Performance Management (EPM) Consultants for a variety of projects aimed at improving their strategic planning, budgeting, forecasting, and overall performance management. Below are some of the most common EPM systems projects and tasks our consultants are utilized for:

Financial Planning and Budgeting

Implementing EPM solutions for annual budgeting and planning cycles. Streamlining the budgeting process to improve accuracy and efficiency.

Financial Consolidation and Close

Implementing EPM systems to streamline financial consolidation and close processes. Reducing the time and effort required to close the books.

Performance Metrics and KPI Tracking

Defining and tracking key performance indicators (KPIs) to measure organizational performance. Aligning KPIs with strategic objectives.

Profitability and Cost Management

Implementing solutions to analyze profitability by product, customer, or business unit. Enhancing cost management practices to improve margins.

Regulatory Compliance and Risk Management

Ensuring EPM processes and systems comply with regulatory requirements. Managing financial risks through enhanced planning and analysis.

Change Management and Training

Managing organizational change associated with EPM system implementations. Training staff on new EPM processes and software.

Forecasting and Predictive Analytics

Developing forecasting models to predict future financial performance. Utilizing predictive analytics to inform decision-making.

Management Reporting and Dashboards

Creating dashboards and management reports to provide real-time insights into financial and operational performance. Ensuring accurate and timely reporting to stakeholders.

Strategic Planning and Scenario Modeling

Using EPM tools to support strategic planning and scenario modeling. Evaluating the impact of different strategic initiatives and market conditions.

Integrated Business Planning (IBP)

Integrating financial and operational planning processes. Ensuring alignment between strategic, financial, and operational plans.

Data Integration and Governance

Integrating EPM systems with other enterprise systems (ERP, CRM, etc.). Establishing data governance practices to ensure data accuracy and consistency.

Digital Transformation

Leveraging EPM as part of broader digital transformation initiatives. Aligning performance management processes with digital strategies and goals.


Senior Recruiter


Senior Recruiter


Senior Recruiter


Senior Recruiter



Complete the below form to schedule a 15-20 minute, no obligation call with one of our specialist recruiters. We can discuss your objectives and hiring needs, available consultants and rates. We can also answer any questions regarding our processes, market experience and how we can best support you. We look forward to working with you.

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