Finance and Operations EPM Engagement Lead

Finance and Operations EPM Engagement Lead

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.

At Spaulding Ridge, we believe all business is personal. Core to our values is our relationship with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.

What You Will Do

We are looking for an Engagement Lead to join our Finance and Operations Delivery Team!

The Engagement Lead will oversee relationships with our enterprise level clients across our Finance and Operations technologies. The ideal candidate will be apt in building strong relationships with strategic clients demonstrated by your ability to understand our clients’ needs and requirements, aligning them with our best in cloud solutions to achieve their goals. The engagement lead is expected to drive strong delivery of existing work which will help lead to adjacent opportunities in different functions, business units, and/or regions within an enterprise ecosystem.

Ideal Candidates Will Be Able To:

• Develop trust relationships with a portfolio of major clients
• Acquire a thorough understanding of key customer needs and requirements
• Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
• Understand their business processes and advise on best‑practices where applicable
• Lead multi‑faceted internal teams, balancing SR’s resources to maximize impact to the customer while still focusing on their professional development and career progression
• Ensure the correct products and services are delivered to customers in a timely manner
• Serve as the link of communication between key customers and internal teams
• Resolve any issues and problems faced by customers and deal with complaints to maintain trust
• Play an integral part in generating new sales that will turn into long‑lasting relationships
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

Qualifications

• Proven experience as an engagement/project manager in technology or management consulting
• Experience in sales and providing solutions based on client needs
• Experience with Anaplan, OneStream, Oracle, SAP, or a similar EPM cloud‑based technology is a plus
• Strong communication and interpersonal skills with aptitude in building relationships with professionals of all organizational levels
• Excellent organizational skills
• Ability in problem‑solving and negotiation

Benefits

• Competitive benefits package, including medical, dental, vision, RRSP and Life insurance
• Flexible Time Off
• Paid holiday time
• Paid maternity and paternity leave
• Monthly technology and wellness allowance
• Annual training allowance program

Spaulding Ridge’s Commitment to an Inclusive Workplace

When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.

At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e‑mail with your request to our VP of Human Resources, Cara Halladay (View email address on ca.talent.com). Requests for reasonable accommodation will be considered on a case‑by‑case basis.

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.