Location: New York, NY or Stamford, CT. Hybrid role (3 days a week onsite)
Role Summary:
• You will be accountable for the operational plan, including communications, change management, and training strategy that enables successful adoption of technology solutions across the Finance & Risk organization. The initial focus will be the deployment of the Oracle Planning and Expense Management optimization solutions for the FP&A organization. This role ensures Finance & Risk leaders and teams are informed, prepared, and capable of operating new planning, forecasting, and expense management processes at go-live and beyond.
• The role partners closely with Finance Transformation, FP&A, Technology, Risk, HR Business Partner and Communications teams to translate Oracle Planning implementation into sustained behavior change, role clarity, and embedded ways of working.
Core Accountability:
1. Cross-Functional Leadership & Governance
• Serve as the single point of accountability for Communications, Change Management, and Training within the E2E Planning & Expense Management Operational Readiness workstream.
• De?ne and own the Operational Readiness framework for Finance & Risk.
• Establish readiness governance, milestones, and success criteria aligned to program delivery timelines and business outcomes.
• Drive alignment across Finance, Technology, Risk, and Transformation teams to ensure consistent messaging, change reinforcement, and user enablement.
• Provide clear, concise readiness updates to Finance & Risk leadership, highlighting adoption risks, dependencies, and required decisions.
• Partner with program leadership to inform go-live readiness decisions from a people-readiness perspective.
2. Finance Communications Leadership (in partnership with Communications Business Partner)
• Drive the Finance & Risk Operational Readiness communications strategy for Oracle Planning, ensuring consistent, timely, and targeted messaging across all impacted Finance stakeholders.
• Identify stakeholder groups (FP&A, Business Finance, Controllership, leaders) and tailor communication approaches based on level of impact and readiness.
• Develop and govern Finance & Risk communications artifacts, including key messages, FAQs, leader talking points, walkthrough decks, and milestone updates.
• Coordinate phased communications (leadership, managers, end users) to support awareness, engagement, and readiness ahead of key milestones and go-live.
• Gather feedback on communication effectiveness and continuously re?ne messaging based on adoption signals and readiness insights.
3. Change Management (in partnership with HR Business Partner)
• Lead the change management approach for Oracle Planning, aligned to enterprise change standards and the Finance & Risk transformation objectives.
• Conduct change impact assessments in partnership with our implementation partner to understand how Oracle Planning affects roles, processes, decision-making, and performance expectations.
• Partner with FP&A leaders to prepare them to lead their teams through change, reinforcing new planning behaviors and retiring legacy tools and shadow processes.
• Establish change checkpoints and readiness pulse checks to assess adoption risks and drive mitigation actions.
• Ensure change activities are tightly integrated with program milestones, communications, and training delivery.
• De?ne and track readiness and adoption metrics, including operational performance indicators, user readiness, and stabilization outcomes.
4. Training & Enablement for Oracle Planning
• Own the training and enablement strategy for Oracle Planning, ensuring users are prepared to execute their roles effectively at go-live.
• Partner with FP&A, Technology, and SMEs to de?ne role-based training curricula aligned to Oracle Planning work?ows and Finance processes.
• Oversee development of Finance job aids, process guides, simulations, and on-demand learning assets.
• Ensure training delivery is sequenced appropriately (pre-go-live, go-live, post-go-live reinforcement) to support sustained adoption.
• Track training completion, pro?ciency, and readiness metrics and escalate risks where gaps remain.
Quali?cations & Experience:
• Senior experience leading communications, change management, and training for enterprise transformation initiatives.
• Demonstrated success leading readiness for large-scale business or technology transformations.
• Strong understanding of operating models, end-to-end processes, risk and controls, and enterprise change dynamics.
• Proven ability to in?uence executive stakeholders and drive alignment across functions.
• Experience designing and executing communications, training, and adoption strategies in partnership with specialized teams.
• Strong executive communication and stakeholder engagement skills.
Key Skills & Competencies
• Transformation change leadership
• Executive and stakeholder communications
• Training strategy and learning enablement
• Oracle Planning adoption and readiness
• Organizational change management
• Data-driven readiness assessment
Estimated Min Rate: $100.00
Estimated Max Rate: $125.00
What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
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