Senior Finance Enterprise Performance Management (EPM) Specialist - FP&A

About the role

The Global FP&A team is seeking a Senior Finance Enterprise Performance Management (EPM) Specialist to strengthen enterprise forecasting, budgeting, and long-range planning capabilities. This is a senior FP&A role accountable for planning processes, financial logic, assumptions, and business outcomes, with Oracle Cloud EPM Planning as the primary enabling platform.

Responsibilities

• Lead FP&A planning, forecasting, and scenario modeling enabled by Oracle EPM
• Own FP&A planning processes supporting annual budgets, rolling forecasts, and long-range strategic plans
• Partner with FP&A leadership to assess business performance, risks, opportunities, and scenarios aligned to strategic objectives
• Design and own FP&A planning models and financial logic
• Define and own FP&A planning models within Oracle EPM, including financial structures, drivers, assumptions, scenarios, and business logic aligned to how the business operates
• Translate FP&A questions and decision needs into scalable, driver-based planning models
• Partner on Oracle EPM build, design and testing, and deployment
• Partner with Finance Data & Analytics and IT teams on the configuration, build, design and testing, and deployment of Oracle Cloud EPM Planning solutions in accordance with enterprise architecture and platform standards
• Serve as the finance functional owner throughout planning cycle delivery and enhancements
• Develop and maintain FP&A planning logic and business rules
• Maintain and continuously improve financial calculations, planning logic, and business rules within Oracle EPM that support forecasting accuracy and decision-making
• Strengthen forecast integrity, governance, and controls
• Define FP&A data requirements, reconciliation logic, controls, and validation rules for data flowing into Planning from source systems (e.g., GL, Close)
• Partner with IT and Finance Data & Analytics to ensure data quality, auditability, and traceability
• Establish and maintain planning governance, version control, and assumption management across planning cycles
• Modernize FP&A processes by transitioning Excel-based planning into EPM
• Identify high-value forecasting and planning processes currently managed in Excel and define requirements to transition them into governed Oracle EPM solutions
• Partner with Finance Data & Analytics and IT to deliver scalable implementations that balance analytical flexibility with control
• Provide functional leadership for FP&A planning processes enabled by EPM
• Facilitate FP&A working sessions, review model outputs, coach analysts, and ensure alignment with finance best practices and business objectives
• Cook up closely with IT, Finance Data & Analytics, and external partners while retaining ownership of FP&A assumptions, logic, and outcomes

Requirements

• Bachelor's degree in Accounting, Finance, Information Systems or related field
• Typically requires eight years' experience working in financial or accounting systems support
• Experience in the following areas desired: change management and process analysis, systems implementation, administration, auditing, and financial reporting
• Experience leading at least one end-to-end Oracle EPM Planning implementation, including design, build, testing, and deployment
• Experience implementing rolling forecasts and long-range planning solutions within Oracle EPM Planning or comparable enterprise planning platforms
• Strong experience designing driver-based planning models, including scenarios, versions, and alignment across annual plan, forecast, and strategic planning cycles
• Proven ability to partner with FP&A stakeholders to translate business requirements into system solutions
• Serving as a functional liaison between finance users, IT, and implementation partners