Senior Lead Systems Analyst
TIAA · Charlotte, NC · 1 mo ago
HybridInformation TechnologyFull-time
About the role
We are seeking an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialist to support a multi‑year Finance Transformation initiative. This role will design, build, and optimize enterprise planning data flows, automate close & planning processes using Oracle AI Agents, and ensure seamless integration across ERP, EPM, and analytics platforms.
Responsibilities
- EPBCS Application & Model Support
- Configure and enhance EPBCS modules (Financials, CapEx, Projects, Assets and Flow Custom Modeling).
- Build and maintain data integration across Oracle ERP, Files, and AWS Snowflake data sources.
- Build data integrations across the EPBCS environment for reporting.
- Optimize metadata structures integrations with Oracle EDMCS.
- Build and maintain outbound data flows for downstream systems (Oracle FDI).
- Data Integration & Automation
- Design and manage end‑to‑end data pipelines using: Data Integration / Data Exchange, Data Management (FDMEE concepts), EPM Automate, REST API integrations.
- Build automated workflows for metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.
- Troubleshoot data load issues, mapping logic, and validation rules.
- AI Agent Enablement (Oracle EPM)
- Implement and configure Oracle EPM AI Agents to automate: data validation, variance analysis, intercompany reconciliation, narrative generation, close task orchestration.
- Develop AI‑driven insights and anomaly detection models to support FP&A and Controller teams.
- Partner with Oracle product teams and internal AI architects to leverage new AI capabilities.
- Finance Transformation Delivery
- Work with Finance SMEs to translate planning, forecasting, and consolidation requirements into scalable EPM solutions.
- Work with Data SMEs for source to target EPM integrations.
- Redesign and automate planning processes aligned to: monthly close, forecast cycles, annual planning, long‑range planning.
- Ensure alignment with enterprise data governance and reporting standards.
- Cross‑Functional Collaboration
- Partner with ERP, Data Engineering, Analytics, and Finance teams to ensure consistent data definitions and integration patterns.
- Provide technical documentation, knowledge transfer, and training to Finance and IT stakeholders.
Requirements
- Educational Requirements
Bachelor's Degree or Equivalent Experience Required
- Work Experience
5+ Years Required; 7+ Years Preferred
- Required Qualifications
- 5–7+ years of hands‑on Oracle EPM Cloud experience (EPBCS required).
- Strong expertise in Data Integration, Data Exchange, Data Management, and EPM Automate.
- Proven experience with REST APIs, scripting, and automation frameworks.
- Working knowledge of AI/ML concepts and experience implementing Oracle EPM AI Agents (or similar intelligent automation tools).
- Deep understanding of FP&A, financial close, and corporate finance processes.
- Ability to translate business requirements into technical solutions with minimal supervision.
- Preferred Qualifications
- Experience with FCCS, ARCS, or PCMCS.
- Background in Finance, Accounting, or FP&A.
- Experience in large‑scale Finance Transformation or ERP modernization programs.
- Familiarity with Snowflake, Oracle OCI, or enterprise data platforms.
- Consulting experience with Oracle, Deloitte, PwC, EY, KPMG, or similar.
Skills
- Acceptance Testing
- Business Analysis
- Business Process Improvement
- Business Process Mapping
- Business Process Understanding
- Business Requirements
- Collaboration
- Data Analysis
- IT Business Analysis
- Systems Design/Analysis
- Systems Development Life Cycle
- Technical Documentation
- Test Planning