Sr. Manager of Corporate Performance Management

Job Description Summary

Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.

Job Description

Job Description

Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.

Job Summary

The Senior Manager of Corporate Performance Management (CPM) will play a critical leadership role in transforming Financial Reporting and Consolidations within a rapidly growing financial services organization. This individual will leverage deep systems expertise, process engineering skills, and strong business analysis and accounting knowledge to drive the design, optimization, and technical delivery of modern financial technology solutions. The role focuses on guiding technical and functional teams, architecting solutions, and ensuring high‑quality delivery of system enhancements and enterprise capabilities.

Essential Duties and Responsibilities

• Lead and guide the functional and technical support teams for Financial Reporting and Consolidations, ensuring effective solution direction, issue resolution, and consistent documentation.
• Own the technical deliverables for financial applications (e.g., OneStream), including functional specifications for configurations, integrations, reports, workflows, extensions, and customizations.
• Coordinate and align functional and technical teams to ensure cohesive delivery of solution components and to support effective decision-making around design tradeoffs.
• Provide expert guidance to Subject Matter Experts, driving standardized processes, best practices, and consistent configuration approaches across the finance systems environment.
• Evaluate design challenges, facilitate root-cause analysis, and guide stakeholders toward system- and process-related solutions aligned with industry best practices.
• Identify and communicate business impacts related to requirements or scope changes, ensuring technical teams adjust deliverables accordingly and that risks or dependencies are surfaced proactively.
• Define, refine, and maintain process workflows, roles, and responsibilities to support Finance transformation and ongoing operational excellence.
• Oversee the design and delivery of reporting enhancements and system capability expansions across the financial applications ecosystem.
• Lead the development and execution of testing strategies, including functional testing, user acceptance testing, and coordination of integration testing with technical resources.
• Ensure ongoing maintenance of training materials and user documentation, driving strong communication and adoption of new or updated system capabilities.
• Perform advanced troubleshooting and issue resolution, applying analytical skills to diagnose problems and recommend long-term solutions.
• Conduct recurring reviews of system processes and usage, identifying opportunities for further automation, efficiency improvements, and standardization.
• Oversee production support activities, prioritizing enhancements, managing escalated issues, and serving as the primary technical advisor to b