Manager - Financial System EPM

R. L. Polk Mobility LLC; Centreville (VA); On-site; USD 100,000 - 130,000; Full time

Job summary

R. L. Polk Mobility LLC is hiring a Manager – Financial System EPM to oversee the Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). The role includes managing the EPM platform, ensuring system integration, and enhancing financial planning processes alongside key stakeholders in Finance and IT.

The ideal candidate will have 5+ years of experience as an EPM developer or administrator, strong expertise in Oracle EPBCS, and a Bachelor's degree in a related field. Mentoring junior analysts and supporting continuous improvement initiatives post-go-live are essential aspects of this position.

Qualifications

• 5+ years of hands-on experience as an EPM developer, administrator, or functional lead.
• 3+ years of direct Oracle EPBCS / Oracle Planning Cloud experience in a production environment.
• Demonstrated experience with Planning module design and business rule development.

Responsibilities

• Lead the EPBCS workstream within the Oracle Fusion Cloud ERP implementation.
• Primary owner and administrator of the Oracle EPBCS environment.
• Partner with FP&A, Accounting, and Corporate Finance to gather enhancement requests.

Skills

Oracle EPBCS application administration

Financial planning processes

SQL for data validation

EPM Data Management (DM/FDMEE)

Microsoft Excel (advanced formulas)

Education

Bachelor's degree in Finance, Accounting, Information Systems, Computer Science

Tools

Oracle Fusion Financials

EPM Automate

Job description

Overview

The Manager – Financial System EPM is a strategic leader responsible for the design, implementation, and ongoing governance of Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and Oracle Financial Consolidation and Close (FCCS). The role serves as the overall owner of the EPM platform, providing functional direction and technical oversight while leading a team of developers. It partners closely with Finance, FP&A, and IT leadership to continuously enhance budgeting, forecasting, financial consolidation, and management reporting capabilities.

Key Responsibilities

• Oracle Fusion ERP Integration & EPM Implementation (12‑18 Month Program)
  • Lead the EPBCS workstream within the Oracle Fusion Cloud ERP implementation, coordinating with the ERP project team, SI partner, and Finance stakeholders throughout the program lifecycle.
  • Define and own the integration architecture between Oracle Fusion Financials (GL, Procurement, Projects) and EPBCS, including chart‑of‑accounts alignment, segment mapping, and automated actuals data flows.
  • Configure and maintain Data Management (EPM DM) mappings to load actuals from Oracle Fusion General Ledger into EPBCS on the required close cadence.
  • Participate in Oracle Fusion design sessions to ensure EPM requirements are addressed upstream—COA structure, cost center hierarchy, legal entity setup, and intercompany eliminations.
  • Develop and execute an EPM‑specific testing strategy (SIT, UAT, parallel run) coordinated with Oracle Fusion go‑live milestones and go/no‑go gates.
  • Lead cutover planning, data validation, and hypercare activities to ensure EPBCS is fully operational and integrated at ERP go‑live.
• Platform Administration & Configuration
  • Primary owner and administrator of the Oracle EPBCS environment, including application design, dimension management, data maps, and security.
  • Build and maintain Planning modules (Financial Statement Planning, Workforce, Capital, and Strategic Modeling) aligned to business requirements.
  • Manage metadata hierarchies, substitution variables, Smart Lists, UDAs, and form/dashboard design.
  • Oversee EPBCS quarterly cloud updates and release readiness testing in a continuous delivery model.
  • Maintain and govern data integration pipelines using Data Management (FDMEE/DM), EPM Automate, and REST APIs.
• Business Partnering & Requirements
  • Partner with FP&A, Accounting, and Corporate Finance to gather, document, and prioritize enhancement requests throughout implementation and postgo‑live.
  • Translate complex financial planning requirements into scalable EPBCS configurations and workflows.
  • Facilitate design sessions, user acceptance testing (UAT), and change management activities.
  • Act as a bridge between Finance stakeholders, the Oracle Fusion ERP team, and IT/technology partners.
• Reporting & Analytics
  • Design and maintain Planning forms, Dashboards, Infolets, and narrative reporting artifacts.
  • Support management reporting by developing driver‑based models and scenario/sensitivity analysis capabilities.
  • Leverage the Oracle Fusion‑to‑EPBCS integration to deliver timely, accurate actuals within planning and forecasting workflows.
• Governance, Controls & Documentation
  • Maintain comprehensive documentation including functional design specs, data flow diagrams, integration specs, and user guides.
  • Enforce EPBCS access controls and segregation of duties (SOD) aligned with SOX compliance requirements.
  • Participate in internal and external audit support as the EPM platform subject‑matter expert.
• Continuous Improvement & Team Development
  • Drive continuous improvement of EPBCS capabilities post‑go‑live, including expanded modules, enhanced driver‑based models, and automation opportunities.
  • Evaluate Oracle EPM Cloud quarterly updates and recommend adoption of relevant features.
  • Mentor junior analysts and power users; develop and deliver end‑user training programs.

Required Qualifications

• Education
  • Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field.
• Experience
  • 5+ years of hands‑on experience as an EPM developer, administrator, or functional lead.
  • 3+ years of direct Oracle EPBCS / Oracle Planning Cloud experience in a production environment.
  • Demonstrated experience with Planning module design, business rule development (Groovy or Calc Scripts), and metadata management.
  • Experience integrating EPBCS with Oracle Fusion Cloud ERP (GL actuals loading, COA alignment, EPM DM configuration).
  • Strong understanding of financial planning processes: annual budget, rolling forecast, driver‑based modeling, and variance analysis.
  • Prior involvement in at least one full‑cycle EPM implementation from requirements through go‑live.
• Technical Skills
  • Proficiency in Oracle EPBCS application administration (dimensions, forms, business rules, security, workflow).
  • Experience with EPM Data Management (DM/FDMEE) for Oracle Fusion GL integration, including location configuration, import formats, and mapping rules.
  • Hands‑on experience with EPM Automate, REST APIs, or EPM Agent for automation and data loading.
  • Familiarity with Oracle Fusion Financials data model (GL balances, chart of accounts, business units).
  • Working knowledge of relational databases and SQL for data validation and troubleshooting.
  • Proficiency in Microsoft Excel (advanced formulas, Power Query) and financial modeling.

Preferred Qualifications

• Oracle EPM Cloud certification (Planning, Financial Consolidation & Close, or related modules).
• Oracle Fusion Financials certification or demonstrated deep familiarity with Oracle Fusion Cloud ERP architecture.
• Experience with Oracle Financial Consolidation and Close Cloud (FCCS) or Account Reconciliation (ARCS).
• Exposure to Oracle ERP Cloud implementation methodology (OUM/AIM or Oracle Cloud Implementation approach).
• Familiarity with Agile/Scrum delivery methodologies for EPM and ERP projects.
• Experience supporting SOX‑compliant financial close processes in a newly independent or post‑spinoff company environment.
• Background in FP&A, Corporate Finance, or Accounting in addition to technical EPM skills.

It is the policy of Mobility to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Mobility will provide reasonable accommodations for qualified individuals with disabilities.