- Lead discovery and impact analysis for new and changing segment, management, transfer-pricing, accounting, and legal-entity allocations.
- Translate allocation intent into clear source-pool, driver/basis, target, offset, rule-sequencing, and balancing requirements.
- Design and support accounting allocations across EPCM, forecast and planning models, ERP/GL integrations, and downstream reporting platforms.
- Determine whether an allocation should run for actuals, forecast, or both; distinguish GL actuals from planning-only actuals; and identify impacts to segment, SEC reporting, transfer pricing, tax, intercompany, and legal-entity forecasting.
- Articulate allocation logic across key dimensions such as account, cost center, entity/legal entity, brand, business model, location, product, intercompany, data type, currency, and scenario.
- Partner with Accounting, FP&A, Tax, Transfer Pricing, Controllership, and Technology stakeholders to validate methodology, effective dates, assumptions, and business outcomes.
- Identify when a business requirement should be implemented as an EPCM allocation, a governed integration, a metadata change, or a downstream reporting/Planning solution.
Technical implementation and engineering
- Configure and enhance Oracle EPCM/PCMCS models, allocation rules, custom calculations, business rules, drivers, mappings, custom groupings, hierarchies, rates, formulas, and offset logic.
- Build technical designs for allocation waterfalls and chained calculations, including dependency sequencing, reciprocal intercompany entries, cost-plus calculations, residual-profit methodologies, revenue and cost reclasses, royalty/platform fees, VAT/withholding dependencies, and FX-related processing where applicable.
- Develop and maintain integrations and data pipelines between EPCM, ERP/GL, related finance systems, data platforms, and reporting solutions. Manager, Smart View, and SQL or equivalent tools to automate data movement, rule execution, validation, diagnostics, and operational tasks.
- Manage dimensionality and metadata dependencies, including member mappings, alternate hierarchies, parent-child relationships, Data Type and Currency dimensions, substitution variables, scenario/month configuration, and environment-level settings.
- Investigate non-producing, unbalanced, duplicated, or unexpected allocation results by tracing source data, drivers, formulas, mappings, rule order, currencies, accounts, and legal-entity intersections.
Testing, controls, and release management
- Validate results at the lowest meaningful output grain and reconcile source pools, drivers, targets, offsets, reciprocal entries, account balances, legal-entity totals, and downstream.
- Perform end-to-end testing from source systems through EPCM and reporting;
- Participate in peer/code/configuration reviews and ensure ticket traceability for requirements, testing evidence, approvals, deployment artifacts, and post-production validation.
- Support SOX and other financial-control requirements, including segregation of duties, formal business sign-off, audit evidence, change history, and controlled production migration.
- Lead or support close-calendar and month-end close readiness, including pre-close validation and elevated support during critical Accounting and Forecast cycles.
Required qualifications and skills
Oracle EPM and technical depth
- Minimum 5+ years of hands-on experience implementing, enhancing, or supporting Oracle EPCM with at least 2 full life cycle implementation experience.
- Demonstrated ability to configure and troubleshoot allocation models, custom calculations, business rules, drivers, mappings, custom groupings, source pools, targets, offsets, and rule
- Ability to investigate balancing and variance issues by tracing the complete path from source pool to driver/basis to target and offset, then reconcile the resulting balances to expected.
- Strong experience with at least several of the following: Groovy, EPM Automate, REST APIs, Data Management/Data Integration, Calculation Manager, Smart View, MDX, or equivalent EPM automation and diagnostics tools.
- Experience designing or supporting integrations between Oracle EPCM and ERP/GL, related finance systems, data platforms, or reporting systems.
- Strong understanding of multidimensional modeling, chart-of-accounts structures, metadata governance, alternate hierarchies, dimensional mappings, and environment promotion practices.
- Ability to produce clear technical designs, configuration documentation, test evidence, deployment plans, rollback plans, and support runbooks.
Functional and accounting expertise
- Strong understanding of accounting allocation processes and the ability to explain how a business requirement becomes a system calculation.
- Experience with multiple allocation types, including segment allocations, management allocations, transfer-pricing allocations, legal-entity allocations, shared-cost allocations, cost-plus, revenue/cost reclassification, and intercompany allocations.
- Practical experience working with both accounting actuals and forecast/planning allocations.
- Working knowledge of source pools, drivers/bases, targets, offsets, balancing, sign conventions, reclasses, true-ups, effective dating, intercompany, FX, and reconciliation to the general ledger or reporting layer.
- Ability to assess downstream impacts across Accounting, FP&A, Tax, Transfer Pricing, Controllership, segment reporting, SEC reporting, legal-entity reporting, and forecast processes.
Preferred or nice-to-have qualifications
- Oracle EPM Cloud certification, Oracle EPCM/PCMCS certification, or related Oracle EPM credentials.
- Experience with related Oracle EPM components, ERP/GL integrations, data-management platforms, reporting tools, or multidimensional databases.
- Experience implementing or supporting transfer pricing, tax, intercompany, residual-profit, cost-plus, royalty/platform-fee, VAT/withholding, or FX allocation logic.
- Knowledge of SOX, ITGC, ITIL incident/change management, release governance, and
- Experience with performance tuning of calculation models, aggregation views, Smart View/reporting workbooks, or high-volume EPM data pipelines.
- Experience working with global legal entities, multiple currencies, local and corporate ledgers, intercompany accounting, and country-specific effective-date requirements.