Finance Manager

Posted Yesterday
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Bracknell, Berkshire, England, GBR
In-Office
Senior level
Cloud • Information Technology • Professional Services • Sales • Software
As a leader in Enterprise Resource Planning, we're the essential partner for the world's most essential businesses.
The Role
Lead FP&A planning, forecasting, and driver-based modeling for SaaS/ERP revenue; partner with Sales and senior leaders on pipeline analysis, quota and commission design, KPI reporting, and executive financial reviews. Drive cloud migration reporting, continuous process improvements, and leverage AI and BI tools to enhance forecasting and decision support.
Summary Generated by Built In
Position Summary

Epicor is seeking a highly analytical, commercially minded, and strategic Finance Manager, FP&A to support the company's continued growth as a leading provider of industry-specific ERP software solutions. Reporting to the Senior Director, FP&A, this office-based role will serve as a key finance business partner to leaders across EMEA, APAC and global functions, delivering financial planning, forecasting, performance analysis, and strategic decision support.
The successful candidate will bring strong FP&A experience within a B2B SaaS or enterprise software environment, ideally with ERP industry experience. This role requires a deep understanding of recurring revenue business models. The role also requires strong commercial acumen and experience supporting sales organizations through pipeline analysis, revenue forecasting, quota planning, sales incentive compensation management, and strategic business partnering.
This individual will play a critical role in supporting Epicor's strategic priorities, including cloud growth, operational excellence, profitability optimization, and long-term value creation.

Key Responsibilities

Strategic Planning & Forecasting
• Lead annual operating plans, quarterly forecasts, and long-range financial planning processes.
• Develop and maintain driver-based financial models supporting revenue, bookings, ARR, cloud growth, operating expenses, and profitability.
• Partner with senior business leaders to evaluate strategic initiatives, investment opportunities, and resource allocation decisions.
• Provide scenario analysis, risk assessments, and financial recommendations.
Performance Management
• Support cloud migration and subscription growth initiatives.
• Partner with Sales, Channel, Finance Operations, Customer Success teams & Marketing to support a regular reporting cadence.
• Analyze pipeline health, conversion rates, sales velocity, bookings performance, and forecast accuracy.
 

Sales Org Design and Support
• Support annual sales planning, territory modeling, quota setting, and capacity planning.
• Develop annual sales quotas aligned with corporate growth objectives.
• Prepare, review and validate commission calculations and sales incentive payouts.
• Support compensation plan design and territory realignment analysis.
Reporting & Executive Support
• Prepare monthly and quarterly financial reviews.
• Support Executive Leadership Team and Board reporting.
• Deliver KPI dashboards and executive reporting.
Process Improvement & Financial Excellence
• Drive continuous improvement of FP&A processes and reporting.
• Leverage AI-enabled tools to improve reporting efficiency and forecasting accuracy.

Required Qualifications / Experience

• Bachelor's degree & above or Accounting qualification or equivalent professional qualification in Finance, Accounting or related discipline.
• 8–10+ years of progressive FP&A, preferred within technology sector (ERP)
• Experience supporting SaaS revenue business models.
• Experience partnering with Executive Leadership Teams and senior finance leaders.
• Ability and willingness to work from the Bracknell office on a full-time basis (with flexibility).

Technical Skills

• Advanced financial modeling, forecasting, and analytical skills.
• Advanced Microsoft Excel skills.
• Extensive Oracle Hyperion Essbase, Anaplan and similar experience including multidimensional reporting, financial analysis, forecasting, budgeting, variance analysis, and report development.
• Experience with Power BI and business intelligence tools.
• Experience supporting Sales compensation, Reporting, quota management, and annual sales planning processes.
• Experience utilizing Salesforce and related reporting tools to analyze pipeline performance and support revenue forecasting.
• Comfortable leveraging Artificial Intelligence (AI) and emerging technologies to improve financial analysis, forecasting accuracy, reporting efficiency, decision support, and business processes.
• Understanding of software revenue recognition principles and financial reporting requirements.

Leadership Competencies

• Strategic thinker with strong commercial acumen.
• Excellent analytical and problem-solving skills.
• Strong executive communication and presentation abilities.
• Growth mindset with a willingness to embrace AI, automation, and digital transformation initiatives.
• Results-driven with a focus on continuous improvement and operational excellence

About Epicor 

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain. 

We’re Proactive, Proud, Partners.  

Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits 

  • Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being. 

  • Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally. 

  • Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development. 

  • Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development. 

  • Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership. 

  • Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect. 

  • Global Mobility: Comprehensive support for international relocations and permanent residency processes.  

Equal Opportunities and Accommodations Statement 

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.  

We are an equal-opportunity employer.  

Recruiter:

Kai Lewis

Skills Required

  • Bachelor's degree, accounting qualification, or equivalent professional finance qualification
  • 8-10+ years of progressive FP&A experience
  • FP&A experience within technology sector (ERP)
  • Experience supporting SaaS revenue business models and recurring revenue forecasting
  • Experience partnering with executive leadership and senior finance leaders
  • Ability and willingness to work from the Bracknell office full-time
  • Advanced financial modeling, forecasting, and analytical skills
  • Advanced Microsoft Excel skills
  • Extensive Oracle Hyperion Essbase and Anaplan experience (multidimensional reporting, forecasting, budgeting)
  • Experience with Power BI and business intelligence tools
  • Experience supporting sales compensation, quota management, commission calculations, and annual sales planning
  • Experience utilizing Salesforce and related reporting tools for pipeline analysis and revenue forecasting
  • Understanding of software revenue recognition principles and financial reporting requirements
  • Comfortable leveraging AI-enabled tools to improve analysis, forecasting, and reporting

Epicor Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Epicor and has not been reviewed or approved by Epicor.

  • Healthcare Strength Health coverage (medical, dental, vision) is characterized as decent to solid, complemented by wellness resources. Company materials highlight health and wellness programming alongside core plans.
  • Leave & Time Off Breadth Flexible or unlimited PTO exists in U.S. roles, and the organization emphasizes taking time to recharge. When team norms support it, the flexibility is considered a meaningful perk.
  • Retirement Support A 401(k) with company match is available as part of the standard offering. The match level is generally viewed as modest but serviceable.

Epicor Insights

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The Company
HQ: Austin, TX
6,280 Employees
Year Founded: 1972

What We Do

We’re the Digital Brains of Our Customers’ Operations We help businesses stay future-ready with cognitive ERP that connects people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.

Why Work With Us

Our policies are built on mutual trust, support, and a commitment to maintaining a healthy work-life balance. That's why we encourage you to take the time off you need to rest, recharge, and reconnect.

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