Oracle EPM Leader

Role Summary

We are looking for a senior Oracle EPM leader who knows the platform inside and out and can partner directly with Finance and business stakeholders (CFO org, FP&A, Accounting, Controllership) to design and deliver EPM solutions that improve planning, close, consolidation, reporting, and governance. This person must be comfortable leading workshops, challenging assumptions, explaining tradeoffs in plain business language, and guiding teams through end-to-end delivery—from strategy and design to build, test, deploy, and adoption.

Key Responsibilities

Business Partnership & Advisory

• Lead discovery sessions with CFO, FP&A, Controllers, Accounting, and Business Unit leaders to understand goals, pain points, and process gaps.
• Translate business requirements into EPM solution design (models, dimensions, metadata strategy, security, data integration, reporting).
• Present recommendations clearly to business stakeholders, including ROI/value narrative, options, and tradeoffs.

Solution Architecture & Delivery Leadership

• Own solution architecture across Oracle EPM modules such as:
• Planning / EPBCS (Workforce, CapEx, Projects, Financials)
• FCCS (Consolidations, intercompany, eliminations, currency)
• ARCS (Account Reconciliation)
• PCMCS (Profitability & Cost Management)
• Narrative Reporting / FR / Smart View
• Create high-quality deliverables: solution blueprint, design specs, build docs, test strategy, and deployment plan.
• Lead or oversee configuration and development:
• Dimensions, hierarchies, forms, business rules/calc scripts, task lists, security, approvals, and workflows.
• Ensure best practices across performance, scalability, maintainability, governance, and auditability.

Data Integration & Reporting

• Design and oversee integrations using Data Integration / FDMEE (if applicable), REST APIs, file-based loads, and/or middleware.
• Partner with ERP/data teams (e.g., Oracle Fusion ERP, data warehouses) to establish dependable data pipelines.
• Deliver reporting experiences using Smart View, dashboards, Narrative Reporting, and/or external BI tools as needed.

Program/Team Leadership

• Mentor junior consultants and review work for quality.
• Drive test cycles (SIT/UAT), defect triage, cutover, and hypercare.
• Collaborate with PMs to manage scope, timeline, and stakeholder expectations.

Required Qualifications

• Deep hands-on Oracle EPM expertise with multiple full lifecycle implementations.
• Strong functional knowledge of finance processes:
• Budgeting/forecasting, consolidation, close, intercompany, reconciliations, and management reporting.
• Demonstrated ability to speak the language of finance and build credibility with senior stakeholders.
• Strong design skills in:
• Dimensional modeling, metadata strategy, security/access model, workflow/approvals, calculation design.
• Experience with Smart View and designing end-user experiences that drive adoption.
• Excellent communication skills: able to explain technical concepts in simple business terms.

Preferred Qualifications (Nice to Have)

• Oracle EPM Cloud certifications (Planning, FCCS, ARCS, etc.).
• Experience with EPM Automate, Groovy, REST APIs, scripting/automation, and DevOps practices.
• Prior consulting experience leading workshops, stakeholder management, and solution roadmaps.
• Experience with close & consolidation transformations and governance/audit controls.
• Exposure to tax, treasury, or regulatory reporting use cases.

What Success Looks Like (90–180 Days)

• Quickly earns trust with Finance leaders and becomes the “go-to” EPM advisor.
• Produces a clear solution blueprint aligned to business outcomes.
• Leads delivery with minimal rework and strong user satisfaction.
• Builds a stable, scalable model and reliable integrations.

Competencies

• Executive presence; strong facilitation and storytelling
• Analytical problem-solving; structured thinking
• Ownership mindset; bias for action
• High-quality bar for documentation and design

Mentorship and team leadership