Description

Key Responsibilities

• Serve as the technical and functional lead for Oracle EPM Planning solutions, owning overall platform architecture, design standards, and roadmap.
• Architect, configure, and enhance enterprise financial planning and forecasting applications, including workforce, capital, revenue, and operating expense planning.
• Partner closely with FP&A, Corporate Finance, Controllership, and Business Unit Finance leaders to align EPM capabilities with strategic planning and forecasting objectives.
• Lead the design of driver‑based planning models, rolling forecasts, scenario modeling, and long‑range planning frameworks.
• Design and maintain dimensional models, metadata structures, business rules, calculation scripts, and security configurations.
• Oversee data integrations between Oracle EPM and upstream/downstream systems (e.g., Oracle ERP Cloud, NetSuite, PeopleSoft), ensuring data accuracy, timeliness, and reliability.
• Drive continuous improvement of budgeting, forecasting, and planning processes, focusing on automation, scalability, and usability.
• Provide advanced hands‑on troubleshooting, enhancements, and production support for EPM applications during forecast cycles and key financial close periods.
• Establish and enforce governance, documentation, development standards, and change management best practices across the EPM environment.
• Lead and coordinate work performed by third‑party contractors, implementation partners, and managed service providers, ensuring quality delivery, adherence to standards, and alignment with business priorities.
• Mentor and provide technical guidance to internal analysts, developers, and external resources supporting the EPM platform.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field, or equivalent practical experience.
• 10+ years of experience implementing, supporting, and enhancing Oracle EPM solutions in complex enterprise environments.
• Strong hands‑on expertise with Oracle EPM Planning / EPBCS (Planning Cloud).
• Proven experience designing and supporting:
  • Annual budgeting processes
  • Rolling forecast models
  • Long‑range planning frameworks
  • Driver‑based planning solutions
• Deep understanding of FP&A processes, financial modeling, and financial statement structures.
• Experience with workforce planning, capital planning, revenue and expense modeling, and scenario/version management.
• Hands‑on experience with EPM data integration tools and technologies (Data Integration, FDMEE, REST APIs, EPM Automate).
• Strong ability to communicate complex technical concepts to senior Finance and business stakeholders.
• Experience operating in SOX‑controlled or highly regulated environments.

Preferred Qualifications

• CPA, CMA, MBA, or similar advanced credential.
• Experience supporting multi‑entity, multi‑currency organizations.
• Experience integrating Oracle EPM with Oracle ERP Cloud, NetSuite, or PeopleSoft.
• Experience leading or supporting enterprise financial planning transformation initiatives

Key Skills

Education

Bachelor's degree