Senior Consultant - Enterprise Performance Management

Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry. Alpha combines highly specialist, sector-focused management consulting and technology expertise to support the client transformation lifecycle. We have over 1,000 consultants globally, operating from offfices spanning the UK, North America, MENA, Europe and APAC. Our team is of a uniquely high calibre and by focusing on asset and wealth management, alternatives and insurance, we build deep knowledge and experience within our industries. We work with a blue-chip client base, including 80% of the world’s top 20 asset managers by AUM, and work with over 1,000 clients across the globe to-date. To clients, we’re a trusted partner for change programs that improve links between their people and processes. But to our employees, we’re so much more. Alpha is a rewarding place to work. A meritocratic environment perfect for building a career and an exciting place to meet some great people.

Our Enterprise Performance Management (EPM) practice delivers advanced planning, forecasting, and profitability solutions, empowering clients to achieve operational and financial excellence through technology-driven transformation.

About the Role
As a Senior Consultant in the EPM practice, you will play a key role in delivering tailored EPM solutions for clients across Financial Services and Private Markets. You will design, implement, and optimize planning, budgeting, forecasting, and analytics solutions to drive operational efficiency and informed decision-making. You will act as a trusted advisor to clients while mentoring junior consultants, ensuring high-quality outcomes and client satisfaction.

Responsibilities 

• Design, configure, and implement EPM platforms to optimize financial 
  planning, revenue forecasting, profitability analysis, and reporting
  processes.
• Build trusted relationships, addressing client-specific challenges with 
  tailored solutions that align with business objectives.
• Model complex financial structures such as AUM-based fees, profitability 
  analytics, fund-level performance, and asset lifecycle planning.
• Guide and mentor junior team members to develop their technical, 
  analytical, and consulting skills.
• Analyze data to identify inefficiencies, delivering actionable 
  recommendations to enhance financial and operational performance.
• Ensure deliverables such as project plans, technical designs, and polished 
  presentations meet Alpha's quality standards.

Qualifications

• 3-5 years in management consulting with expertise in EPM, financial modeling, and process transformation.
• Demonstrated experience in financial services or private markets.
• Proficiency with Excel (advanced forecasting and financial modeling).
• Experience with EPM tools (e.g., Anaplan, Pigment, Oracle, SAP BPC) is a plus.
• Exceptional communication, presentation, and stakeholder engagement skills.
• Bachelor’s degree in Business, Finance, Technology, or a related field.

Compensation and Benefits

• Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning.
• Flexible working: Work-life balance with flexible schedule.
• Community events: We offer a range of social events and meetups.
• 25 days’ holiday in addition to public holidays.
• Supplemented medical, dental and vision coverage.
• 401(k) with employer match.
• Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology.
• Access to discounted travel, tickets, events, and more through our benefit partner.

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. In the US, a reasonable estimate of the salary range is $70,000 to $127,000 USD subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus. In Canada, a reasonable estimate of the salary range is $90,000 to $160,000 CAD subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.