Lead Analyst, Financial Systems

Overview

This role is responsible for day-to-day administration of Oracle EPM planning tools and for supporting financial planning processes through Oracle EPBCS (Oracle Planning solutions). You will own planning tool administration, manage metadata, provide production support, create and deliver end-user training, gather business requirements, and partner with implementation teams to deliver solutions.

Responsibilities

• Oversee annual planning, monthly forecasting, and close process activities from a system perspective, applying business expertise and functional knowledge in administering Oracle PBCS.
• Own EPBCS metadata configuration and maintenance.
• Design, develop, execute, and monitor system enhancements, including:
  • Custom forms, templates, reports, and dashboards
  • Calculations and business rules
  • Enhancements to optimize the platform for financial processes and decision-making
• Manage batch data load processes.
• Provide application support by troubleshooting and resolving issues faced by business end users, including root cause analysis.
• Manage minor application enhancements:
  • Collaborate with cross-functional teams and solicit stakeholder/end-user input to gather functional business requirements
  • Build application artifacts (forms, rules, reports, etc.)
  • Manage code and object migrations across environments (DEV, TEST & PROD)
  • Develop enhancement testing and maintain comprehensive system documentation
• Maintain security and perform audits to ensure compliance with applicable regulations.
• Conduct regular testing of monthly Oracle software updates to ensure optimal functionality and communicate changes clearly.
• Provide training and support to end users to drive system adoption and proficiency.
• Liaise between the software vendor and end users to troubleshoot system issues.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or equivalent related work or military experience.
• 6 years’ experience administering Oracle Planning solutions.
• Experience as an Oracle EPBCS and Essbase techno-functional expert.
• High proficiency in Smart View and the Planning Reports module.
• Understanding of EPM Automate, business rules, and Groovy scripting.
• Knowledge of financial statements, including income statement, balance sheet, and cash flow.
• Understanding of currency translation.
• Microsoft Office experience; advanced Excel skills.
• Strong communication skills, including the ability to explain complex concepts to various business partners.
• Strong drive for continuous improvement in technology and processes.
• Ability to think critically and leverage available resources.

Preferred Qualifications

• Master’s degree in Accounting, Finance or Business.
• Successful full life cycle development of Hyperion Planning or EPBCS solutions, including system requirements, design, build, implementation, and documentation.
• Experience with other Oracle cloud EPM solutions, including:
  • Profitability and Cost Management
  • Narrative Reporting
  • Financial Consolidation and Close Account Reconciliation
  • Enterprise Data Management
• Knowledge of information technology functional areas, including operations, pricing, project management, human resources, and information systems operations.

Compensation & Benefits

• Competitive compensation.
• Full health insurance (medical, dental and vision).
• 401(k).
• Life insurance.
• Disability.
• Opportunity to participate in a company incentive plan.

Additional Information

• Equal Opportunity employer, including Disabled/Veterans.
• Applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
• May be required to perform duties outside of normal responsibilities from time to time, as needed.