Sr. Analyst, Financial Systems: Oracle EPM and FP&A

Overview

This role serves as the technical subject matter expert for the design, administration, and optimization of Oracle Enterprise Performance Management (EPM) environments. You will partner with FP&A and Corporate Finance leadership, as well as the Senior Director of Enterprise Financial Systems, to ensure planning models, data pipelines, and reporting tools are accurate, performant, and built to support agile decision-making throughout the annual planning cycle and beyond.

In a Medicare Advantage organization, annual CMS bid submissions, medical cost forecasting, and Stars/Risk Adjustment financial modeling depend on precise, real-time planning data—making this position critical to both financial performance and regulatory integrity.

Responsibilities

• Administer and continuously optimize the Oracle EPM Planning environment (Oracle Cloud EPM Planning & Budgeting / PBCS / EPBCS, or Hyperion Planning/Essbase) to keep systems stable, performant, and aligned to evolving business needs.
• Design and maintain complex Business Rules, Calculation Scripts, and Member Formulas that power driver-based planning models.
• Build and maintain data integrity between ERP and EPM systems by architecting and sustaining automated data pipelines between Oracle Fusion Cloud GL and EPM Planning cubes using Data Management (FDMEE) or the EPM Integration Agent.
• Synchronize key dimensions—including Entity, Cost Center, Product, and Plan Type—across ERP and FP&A systems so metadata remains consistent and audit-ready.
• Create and maintain executive-level dashboards, Web Forms, and Narrative Reports using Oracle EPM Infolets and Financial Reporting Studio to provide real-time visibility into budget vs. actuals, rolling forecasts, and long-range plan performance.
• Support FP&A analysts with Smart View configuration and best practices to enable deep-dive multidimensional analysis while protecting planning model integrity.
• Enable strategic scenario modeling and forecasting by supporting technical configuration of Oracle Predictive Planning and Auto-Predict features.
• Assist Finance with technical “what-if” scenario configuration for events such as market entry, benefit design changes, or CMS payment rate adjustments.
• Maintain security, governance, and SOX compliance by implementing cell-level security, security filters, and data access controls within Oracle EPM.
• Document metadata changes, script modifications, and system configurations to meet SOX audit requirements and internal governance standards.
• Provide Tier 3/4 escalation support for complex Oracle EPM incidents, including Essbase cube failures, calculation errors, data load issues, and planning model discrepancies.
• Perform root-cause analysis, implement preventive controls, and maintain runbook documentation to reduce recurrence and maintain planning continuity.

Supervisory Responsibilities

• Senior individual contributor role with no direct supervisory responsibility.
• Provide technical mentorship to junior analysts.
• Serve as the technical lead for EPM-related project workstreams during Oracle implementation efforts.

After-Hours & Business Continuity Support

• Participate in an on-call rotation to support critical Oracle EPM system failures, data load issues, and calculation errors outside of standard business hours.
• Be available for elevated support during peak planning windows, including Annual Operating Plan (AOP) season, quarterly forecast cycles, and CMS bid preparation periods.
• Annual budget cycle and quarterly forecast submissions do not pause for weekends.

Job Requirements

Experience (Required)

• 6+ years of hands-on technical experience with Oracle EPM Cloud (PBCS/EPBCS) or Hyperion Planning/Essbase, with demonstrated focus on supporting FP&A business units.
• Proven experience designing, building, and troubleshooting Essbase (ASO and BSO) multidimensional models, Business Rules, Calc Scripts, and MDX queries in a production environment.
• Demonstrated experience leading or serving as technical lead on at least two full-cycle Oracle EPM Cloud implementations or major upgrades.
• Strong working knowledge of corporate finance concepts, including Budgeting vs. Actuals (BVA), Rolling Forecasts, Zero-Based Budgeting, and Capital Planning, sufficient to translate business requirements into technical EPM logic.
• Experience with data privacy and financial compliance requirements (SOX, HIPAA) as they apply to EPM system governance and data access controls.
• Experience in a regulated healthcare, insurance, or financial services environment.

Experience (Preferred)

• Prior experience in a Medicare Advantage, managed care, or health insurance organization, particularly supporting medical cost forecasting, Stars performance modeling, or CMS bid planning.
• Experience with Oracle Predictive Planning, Auto-Predict, or AI-assisted forecasting features.
• Exposure to integration between Oracle EPM and Oracle Fusion Cloud GL in a production Oracle Cloud environment.

Education (Required)

• Bachelor’s degree in Computer Science, Information Technology, Finance, Accounting, or a related field with a strong technical background; equivalent professional experience may be considered.

Education (Preferred)

• Master’s degree in Information Systems, Finance, or a related field.
• Coursework or background in healthcare finance, actuarial science, or managed care economics.

Training (Required)

• Demonstrated hands-on proficiency with Oracle EPM Cloud through formal implementation or sustained production support experience.
• Working knowledge of FDMEE or EPM Integration Agent for data management between ERP and EPM systems.

Training (Preferred)

• Oracle EPM Cloud: Planning Implementation Professional certification.
• Oracle Financials Cloud: General Ledger Implementation Professional certification.
• Oracle Financial Consolidation and Close certification.
• Groovy Scripting proficiency for advanced EPM business rules automation.

Skills & Competencies

• Oracle EPM Cloud (PBCS/EPBCS) or Hyperion Planning: system administration, Business Rules, Calc Scripts.
• Essbase (ASO & BSO) multidimensional modeling and MDX querying.
• Oracle Smart View: configuration, best practices, and end-user support.
• Data Management / FDMEE and EPM Integration Agent: ERP-to-EPM data pipeline management.
• Financial Planning Domain Knowledge (BVA, Rolling Forecasts, ZBB, Capital Planning).
• Scripting and automation (Groovy, Python, or PowerShell for EPM business rule automation).
• SOX Compliance, Cell-Level Security, and EPM governance documentation.

Essential Physical Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regularly required to talk or hear.
• Regularly required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms.
• Frequently lifts and/or moves up to 10 pounds.
• Specific vision abilities required: close vision and ability to adjust focus.

Compensation & Benefits

• Pay range: $113,332.00 - $169,999.00
• Pay range may be based on a number of factors including market location, education, responsibilities, experience, etc.

Location

Remote