Manager - Senior Manager, EPM Practitioner, Investment Wealth Management & Real Estate, Business Finance & Controllership

Basic information
LocationLondon, Manchester
Business LineTechnology \& Transformation
Job TypePermanent / FTC
Date published15\-May\-2026
Req \#23455
Job description
Connect to your Industry

We advise, implement, and operate transformational solutions that create world class business performance management capabilities across the organisation. We are the market leader in business performance management in the United Kingdom and throughout Europe.

Want to work with business leaders, and alongside some of the most creative thinkers in industry? Can you advise, architect, sell and deliver innovative Financial Planning, Management Reporting or Consolidation \& Close (Collectively Enterprise Performance Management or ‘EPM’ for short) solutions that ensure our Investment Wealth Management \& Real Estate clients have best in class processes enabled by leading EPM technology delivering the right information, at the right time to run their businesses?

Our Investment Wealth Management and Real Estate practice partners with leading asset managers, wealth managers, private banks, and real estate firms to deliver world class business performance management solutions. We leverage deep industry expertise and cutting edge EPM technology to support our clients’ strategic ambitions across the UK and Europe.

We are committed to the diversity of our Enterprise Performance Management (EPM) practice and would particularly welcome applications from female, LGBT\+, Black, Asian and minority ethnic candidates.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Connect to your opportunity

You will manage and consult as part of a wider project team on client engagements in both Investment Wealth Management and Real Estate. You’ll be involved in the Advisory aspects of EPM projects, focusing on the design, implementation and operation of processes and solutions that improve our clients’ profitability and readiness for future challenges.

You will be responsible for:

• Managing a team in the successful design of EPM solutions for our clients, supporting e.g. Process Design, Vendor selection and Change Management across our engagements.


• Leading client workshops to identify client requirements, map processes and define business drivers.


• Advising clients on best practices, emerging technologies and industry trends within EPM for both Investment Wealth Management and Real Estate.


• Developing and managing engagements around a project plan, proactively communicating on delivery progress alongside identifying and mitigating risks and issues.


• Monitoring project progress in accordance with agreed milestones, ensuring on time delivery within Budget.


• Building trusted and long\-lasting relationships with client stakeholders, acting as a trusted advisor and subject matter expert.


• Contributing to the development of our Business Finance propositions, aligning to market trends and Deloitte’s Thought Leadership in Finance, leading internal teams in developing material were essential.


• Managing business development opportunities including responding to RFPs, contributing to proposals, and delivering proposal presentations.


• Managing and nurturing diverse teams fostering a collaborative, inclusive and high\-performing team culture where people are recognised for their contribution.

You’re a natural at taking initiative. Someone who brings out the best in others and are a brilliant listener. You’ll deliver value without compromising standards, integrity or culture. We’re all about letting our Managers manage, so we’ll give you the breathing space you need to do so.

To be successful in this role you should be able to demonstrate:

• Proven experience in Investment Wealth Management and/or Real Estate, or in practice (e.g. Consulting), focusing on EPM or related fields.


• Deep understanding of finance and accounting processes, including Planning, Budgeting, Forecasting, and Reporting, as applied in both sectors.


• Strong understanding of EPM principles, methodologies, and best practices, with a focus on applying these principles to real world business problems in Investment Wealth Management and Real Estate.


• Excellent written and verbal communication, presentation and interpersonal skills, with the ability to clearly articulate complex process designs to both technical and non\-technical audiences.


• Proven experience leading and managing projects and project teams, highlighting your project management, planning, execution and monitoring skills.


• Hands on experience with at least one leading EPM technology (e.g. Anaplan, OneStream, Oracle, SAP).


• Proven ability to work effectively in diverse teams and teams across multiple regions.


• Experience in business case, business development and proposal writing.

• Professional certification (e.g. ACA/CIMA/ACCA/PMP) or equivalent.


• Understanding of ESG frameworks and/or ESG Reporting Standards.


• Experience with data analytics and visualisation tools.


• Experience with Agile methodologies.


• Proven experience in process mapping and documentation techniques (e.g. Business Process Model and Notation).

Distinctive thinking, deep expertise, innovation and collaborative working. That’s what connects us. That’s what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we’ll make an impact that matters.

Finance Transformation

Our clients want to achieve maximum value from digital transformation investments in Finance. That’s where we come in. By taking a holistic view of performance improvement, including strategy, process design and technology enablement, we support the smooth operation of transformations.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further details as you progress through the recruitment process, or you can contact the Independence team upon request.

Connect with your colleagues

“What attracted me to Deloitte were the endless opportunities and the collective experience of other like\-minded individuals. Deloitte’s clients include many of the world’s largest organisations; I wanted to be part of a team that made a difference that I could be proud of.” \- Dan, Technology \& Transformation.

Our hybrid working policy

You’ll be based in London or Manchester with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You’ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter about the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So, we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So, we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world\-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

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