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 implementationIncluding design, build, testing, and deployment.
Demonstrated experience implementing rolling forecasts and long‑range planning solutionsWithin Oracle EPM Planning or comparable enterprise planning platforms.
Strong experience designing driver‑based planning modelsIncluding 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 solutionsServing 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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