Senior Finance Enterprise Performance Management (EPM) Specialist – FP&A
Hybrid – Cary, North Carolina
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About the job
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. The role partners closely with FP&A leadership, Finance Data & Analytics, and IT, to deliver scalable and well‑governed planning solutions aligned to enterprise standards.
As a Senior Finance EPM Specialist, you will:
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
- Design, maintain, and continuously improve financial calculations, planning logic, and business rules within Oracle EPM that support forecasting accuracy and decision‑making.
- Work within established Oracle EPM and enterprise data standards, partnering as needed on technical optimization and performance.
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.
- Coordinate closely with IT, Finance Data & Analytics, and external partners while retaining ownership of FP&A assumptions, logic, and outcomes.
- Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do.
Required qualifications
- 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 directly related to area of assignment may be used to satisfy the above requirements.
- Experience leading at least one end‑to‑end Oracle EPM Planning implementation
Including design, build, testing, and deployment. - Demonstrated 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. - Equivalent combination of related education, training and experience may be considered in place of the above qualifications.
Additional competencies, knowledge and skills
- Communication - Conveying information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message; listening actively to others.
- Inspiring Excellence - Driving high standards; tenaciously working to meet or exceed challenging goals; defining success by goal achievement and continuous improvement.
- Operational Decision Making - Securing and comparing information from multiple sources to identify business issues; committing to an action after weighing alternative solutions against important decision criteria.
- Planning architecture and model design - Experience designing scalable, integrated planning models that support annual planning, rolling forecasts, and long‑range plans within a single EPM environment.
- FP&A process transformation - Experience replacing complex Excel‑based planning models with governed, auditable EPM solutions.
- Change management and user adoption - Ability to support planning users through training, documentation, and iterative improvement during live planning cycles.
- Experience working with system integrators or consulting partners during EPM implementations.
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Additional Information:
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