Oracle PBCS EPM Planning Consultant

We are seeking an experienced Oracle PBCS Specialist to support and enhance enterprise planning, budgeting, forecasting, financial reporting, and close processes through deep expertise in Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Essbase, and Hyperion Planning.

This role partners closely with Finance, Accounting, and IT stakeholders to optimize existing Oracle EPM solutions, deliver system enhancements, support cloud transformation initiatives, and provide ongoing functional and technical leadership across the planning ecosystem.
The successful candidate will combine strong financial planning knowledge with hands-on Oracle EPM technical expertise to deliver scalable, high-performing solutions that support business decision-making.

Key Responsibilities

• Oracle Planning & EPM Solution Support
• Serve as a subject matter expert for Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Hyperion Planning, and Oracle Essbase.
• Configure and enhance planning applications to align with business requirements and evolving financial processes.
• Support planning, budgeting, forecasting, workforce planning, capital planning, and project planning solutions.
• Develop, maintain, and optimize business rules, calculation scripts, forms, dashboards, and reporting solutions.
• Troubleshoot application, data integration, and performance issues while implementing proactive improvements to increase system reliability and efficiency.
• Recommend and implement best practices for planning, budgeting, forecasting, and financial reporting processes.
• Support application upgrades, enhancements, and cloud migration initiatives.
• Project Delivery & Client Engagement
• Participate in Oracle EPM implementation, enhancement, and support projects as both a functional consultant and technical specialist.
• Lead requirements gathering, solution design discussions, and system configuration activities.
• Work closely with Solution Architects and Project Managers to define and deliver effective solutions aligned with business objectives.
• Serve as the primary client contact for assigned workstreams, providing trusted advisory support and managing stakeholder expectations.
• Identify opportunities for system optimization and additional service offerings within client organizations.
• Collaborate with cross-functional teams to ensure successful project delivery and ongoing application support.
• Testing, Training & Knowledge Transfer
• Develop testing strategies, test plans, test scripts, and validation procedures.
• Lead unit testing, system integration testing, user acceptance testing, and defect resolution activities.
• Facilitate end-user and train-the-trainer sessions to support user adoption and knowledge transfer.
• Mentor junior consultants and provide technical guidance across project teams.
• Develop and maintain system documentation, support procedures, and training materials.

Required Qualifications

• 5+ years of experience with Oracle Hyperion Planning and/or Oracle Planning and Budgeting Cloud Service (PBCS), including multiple full-cycle implementations.
• Proven experience supporting or implementing Oracle EPM Planning modules such as:
• Workforce Planning
• Capital Asset Planning
• Project Planning
• Hands-on experience participating in one or more Hyperion Planning and Essbase to Oracle EPM Cloud PBCS migration or upgrade projects.
• Expert-level knowledge of:
• Oracle Planning Business Rules
• Essbase calculation scripts
• Metadata management and application administration
• Experience with Oracle EPM reporting and integration technologies, including:
• Hyperion Financial Reporting (HFR)
• Oracle Data Relationship Management (DRM)
• Financial Data Quality Management Enterprise Edition (FDMEE)
• Oracle Data Integrator (ODI)
• Strong analytical, troubleshooting, debugging, and problem-solving skills.
• Experience working throughout the full software development and implementation lifecycle.
• Strong understanding of:
• Budgeting and forecasting processes
• Financial planning methodologies
• Profit and Loss reporting
• Balance sheet development
• Cash flow planning and analysis
• Ability to advise business stakeholders on planning and forecasting best practices.
• Excellent communication, presentation, facilitation, and stakeholder management skills.
• Proven ability to coach, train, and mentor team members.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Advanced proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
• Bachelor''s degree in Finance, Accounting, Information Systems, Business Administration, or a related field.

Preferred Qualifications

• Oracle EPM Planning (PBCS/EPBCS) certification.
• Master''s degree in Finance, Accounting, Business Administration, or a related discipline.
• Experience with Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS).
• Experience with automation and integration technologies, including:
• REST APIs
• EPMAutomate
• SQL
• Scripting and automation frameworks
• Experience supporting Oracle EPM Cloud modernization and digital transformation initiatives.
• Ability to function as both a strategic business advisor and a hands-on technical consultant.
• Experience with additional Oracle EPM Cloud modules such as:
• Financial Consolidation and Close Service (FCCS)
• Account Reconciliation Cloud Service (ARCS)
• Enterprise Data Management (EDM)
• Profitability and Cost Management Cloud Service (PCMCS)