Jobs · Information Technology · North Carolina

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

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