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

Overview

This role serves as the technical subject matter expert responsible for the design, administration, and optimization of Oracle Enterprise Performance Management (EPM) systems. The platform supports Medicare Advantage financial planning, budgeting, forecasting, and long-range strategic modeling.

Working at the intersection of technology and finance, the analyst partners with the FP&A team, Corporate Finance leadership, and the Senior Director of Enterprise Financial Systems to ensure planning models, data pipelines, and reporting tools are accurate, performant, and enable agile decision-making throughout the annual planning cycle and beyond.

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

Responsibilities

• Administer and optimize Oracle EPM Planning environment

  • Manage, configure, and continuously improve Oracle Cloud EPM (Planning & Budgeting / PBCS/EPBCS) or Hyperion Planning/Essbase to keep the environment stable, performant, and aligned to evolving business requirements.
  • Design and maintain complex Business Rules, Calculation Scripts, and Member Formulas that power driver-based planning models.
  • Enable Finance users to plan with speed and confidence across all budget and forecast cycles.

• Maintain data integrity between ERP and EPM systems

  • Architect and sustain automated data pipelines between Oracle Fusion Cloud GL and EPM Planning cubes using Data Management (FDMEE) or the EPM Integration Agent.
  • Ensure a single, trusted version of financial actuals flows into every planning scenario.
  • Synchronize key dimensions—including Entity, Cost Center, Product, and Plan Type—across ERP and FP&A systems to keep metadata consistent and audit-ready.

• Deliver advanced analytics and executive reporting

  • Build and maintain executive-level dashboards, Web Forms, and Narrative Reports using Oracle EPM Infolets and Financial Reporting Studio.
  • Provide real-time visibility into budget versus actuals, rolling forecasts, and long-range plan performance.
  • Support FP&A analysts with Oracle Smart View configuration and best practices to enable deep-dive multidimensional analysis while protecting underlying planning model integrity.

• Enable strategic scenario modeling and forecasting

  • Support the technical configuration of Oracle Predictive Planning and Auto-Predict to enhance forecast accuracy across medical costs, revenue, and enrollment projections.
  • Assist Finance with technical setup for “what-if” scenarios tied to strategic events (e.g., market entry, benefit design changes, or CMS payment rate adjustments).

• Ensure security, governance, and SOX compliance

  • Maintain strict cell-level security, security filters, and data access controls within Oracle EPM.
  • Protect sensitive payroll, compensation, and strategic financial data.
  • Document metadata changes, script modifications, and system configurations to satisfy SOX audit requirements and internal governance standards.

• Provide Tier 3/4 escalation support and system reliability

  • Act as the final technical escalation point for complex Oracle EPM incidents, including Essbase cube failures, calculation errors, data load issues, and planning model discrepancies.
  • Drive root-cause analysis, implement preventive controls, and maintain runbook documentation to minimize recurrence and protect planning continuity.

Supervisory Responsibilities

This is a senior individual contributor role with no direct supervisory responsibility. The incumbent is expected to provide technical mentorship to junior analysts and may serve as the technical lead for EPM-related project workstreams during Oracle implementation activities.

After-Hours & Business Continuity Support

Annual budget cycle and quarterly forecast submissions do not pause for weekends.

• Participate in an on-call rotation to support critical 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.

Requirements

• Experience

  • 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.

• Education

  • 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.

Preferred Qualifications

• 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.

• Master’s degree in Information Systems, Finance, or a related field (plus).

• Coursework or background in healthcare finance, actuarial science, or managed care economics.

• 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 rule automation (strongly preferred).

Training / Additional Required Knowledge

• 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.

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