Finance Systems and FP&A Specialist - OneStream / Enterprise Planning

Intelance is an independent enterprise architecture, technology and cybersecurity advisory firm. We have been appointed to lead a board level, independent technology and data review for a large UK omnichannel retailer.

We are building a senior expert team for an intensive eight-week diagnostic, running from early July. We need a finance systems and FP&A specialist who knows enterprise planning platforms such as OneStream, and can judge whether the retailer's planning, consolidation and reporting are robust enough to support a private equity backed growth plan.

Tasks

You will support an Intelance led independent technology audit.

Typical work may include:

• Review the current finance planning systems and FP&A process.
• Assess OneStream or equivalent EPM platform requirements, status, adoption and gaps.
• Review how P&L, balance sheet, cash flow and working capital planning are handled.
• Assess whether finance planning is properly linked to trading, supply chain, stock, margin and store/channel plans.
• Review driver based planning, forecasting cycles, scenario planning and cash visibility.
• Identify where spreadsheets, manual workarounds or weak data are affecting finance planning.
• Assess whether leaders can trust the finance data used for planning and reporting.
• Review finance master data, planning data, reporting data and links to wider business systems.
• Help judge what should be kept, fixed, bought, replaced, retired or simplified.
• Work with specialists across enterprise architecture, supply chain technology, data, engineering, cyber and technology cost.
• Turn finance systems findings into clear, plain English messages for senior leaders.
• Support the creation of a finance planning diagnostic, heatmap, roadmap and Board ready report.

Requirements

We are looking for someone with strong finance systems and FP&A technology experience.

You should have:

• Experience with OneStream, Anaplan, Oracle EPM, SAP Analytics Cloud, Workday Adaptive Planning, Board, Tagetik, Planful or similar enterprise planning tools.
• Strong understanding of FP&A, budgeting, forecasting, cash flow planning, working capital and management reporting.
• Experience reviewing finance planning systems, not only using them as a finance user.
• Good understanding of how finance planning links to trading, supply chain, inventory, margin, sales and operational plans.
• Ability to identify where poor data, weak process, manual spreadsheets or low adoption are affecting finance decisions.
• Ability to assess whether an EPM or planning tool is properly implemented and used.
• Ability to explain finance systems issues in simple language to senior non-technical leaders.
• Strong commercial judgement. You must be able to link finance systems issues to cash, margin, working capital, cost, reporting quality and decision speed.
• Availability to support proposal activity immediately, with potential delivery work over an eight week audit period.

Benefits

This is a senior associate opportunity with Intelance.

What is on offer:

• Short-term, high impact advisory work.
• Potential involvement in a Board-level technology audit for a major UK business.
• Flexible day rate associate model.
• Clear role boundaries and defined finance systems scope.
• Opportunity to work with a senior team across enterprise architecture, engineering, cyber, data, AI, supply chain technology and technology cost review.
• Work that focuses on real business decisions, clear evidence and practical next steps.

Please apply with:

• Your CV and LinkedIn profile
• Examples of finance planning, cash flow forecasting, EPM or enterprise planning work you have supported
• Your availability over the next two weeks
• Your day rate
• Whether you are available to support a short proposal discussion at short notice
• We are moving quickly, so suitable candidates may be contacted immediately.