Oracle EPM Cloud Planning Lead

Peloton Group; United States; Remote; USD 120,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401K with matching

Flexible Spending Program

Technical and business skills training

Performance-based bonus

Paid holidays and PTO

Job summary

Peloton Consulting Group seeks an experienced Oracle EPM Planning Lead to drive the design and delivery of enterprise planning and budgeting solutions. This is a hands-on, client-facing role focused on implementing Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) to support financial planning, forecasting, and performance management initiatives.

As a Planning Lead, you will partner with finance stakeholders to understand business requirements, design scalable solutions, and lead

Qualifications

• Bachelor’s degree in Finance, Business, Technology (or equivalent).
• 5–10+ years in financial planning, reporting, and/or analysis.
• 5–10 years implementing Oracle EPBCS and at least 3 full lifecycle Planning Cloud implementations.
• Strong understanding of planning, budgeting, and forecasting processes.
• Ability to translate requirements into system configurations and solutions.

Responsibilities

• Lead design, build, testing, and deployment of Oracle EPBCS solutions.
• Translate business requirements into functional and technical designs.
• Lead client workshops and build strong client relationships.
• Develop implementation roadmaps and project plans.
• Mentor junior consultants and lead workstreams.
• Contribute to methodologies, accelerators, and pre-sales activities.

Skills

Oracle EPBCS expertise

Financial planning

Client engagement

Team leadership

Remote collaboration

Education

Bachelor's degree in Finance, Business, Technology

Tools

Data Management

FDMEE

Job description

Overview:

At Peloton, we don't just implement technology. We transform the way organizations work, compete, and grow. Recognized on the Inc. 5000 list of fastest-growing companies in the US, Peloton is one of the most respected and fastest-growing global Oracle consulting firms, delivering Advisory, Consulting, and Managed Services to leading organizations across many industries, including Retail, Financial Services, Manufacturing, Consumer Packaged Goods, and more.

Peloton Consulting Group has the vision and connected global capabilities to help organizations envision, implement, and realize the benefits of digital transformation. Our team has the best practices, knowledge, industry expertise, and know-how. We make digital transformation a reality by leveraging AI, Enterprise Performance Management (EPM), Enterprise Resource Planning (ERP), Supply Chain Management (SCM), Human Capital Management (HCM), Customer Experience (CX), Analytics, and Data Management for the cloud. Through connected capabilities, we bring people, processes, and technology together. We help organizations go further faster. That is the Peloton way!

What truly sets us apart is our people. We are team players. We are energetic and entrepreneurial. We are problem solvers and innovative thinkers who believe the best outcomes are built together. We believe in quality, appreciate creativity, recognize individual contributions, and place trust in every member of our team. If you bring strong business or technical expertise and want to do meaningful work alongside people who are equally passionate about getting it right, we think you'll feel right at home here.

Peloton is seeking an experienced Oracle EPM Planning Lead to drive the design and delivery of enterprise planning and budgeting solutions. This is a hands-on, client-facing role focused on implementing Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) to support financial planning, forecasting, and performance management initiatives. As a Planning Lead, you will partner with finance stakeholders to understand business requirements, design scalable solutions, and lead the successful delivery of planning transformations. You will combine functional finance expertise with technical configuration capabilities to deliver high-quality outcomes.

Key Responsibilities:

Solution Design & Delivery

• Lead the design, build, testing, and deployment of Oracle EPM Planning (EPBCS) solutions
• Translate complex business requirements into functional and technical designs
• Configure and customize EPBCS modules to support planning, budgeting, and forecasting processes
• Ensure solutions are scalable, efficient, and aligned with industry best practices

Requirements Gathering & Client Engagement

• Lead client workshops to gather, analyze, and validate business requirements
• Serve as a trusted advisor to finance stakeholders, providing insights and recommendations
• Build strong client relationships and support decision-making throughout the project lifecycle

Implementation Planning & Strategy

• Develop implementation roadmaps and project plans aligned with client goals
• Identify opportunities to improve planning processes and enhance system capabilities
• Support overall solution strategy and alignment with enterprise systems

Team Leadership & Mentorship

• Lead planning workstreams and coordinate team activities
• Mentor and support junior consultants, providing guidance on both functional and technical aspects
• Promote knowledge sharing and best practices within the team

Practice Development & Innovation

• Contribute to the development of methodologies, accelerators, and intellectual property
• Support practice growth initiatives and internal strategy development
• Participate in pre-sales activities, including solutioning and estimating as needed

Required Qualifications & Experience:

• Bachelor’s degree in Finance, Business, Technology, or related field (or equivalent experience)
• 5–10+ years of experience in financial planning, reporting, and/or analysis, or deep expertise in planning processes
• 5–10 years of hands‑on experience implementing Oracle EPBCS
• Experience delivering at least 3 full lifecycle Oracle Planning Cloud implementations
• Strong understanding of planning, budgeting, and forecasting processes and best practices
• Ability to translate financial and business requirements into system configurations and solutions
• Strong analytical, problem-solving, and critical thinking skills
• Excellent written and verbal communication skills
• Ability to work independently in a remote, client-facing environment
• Alignment with Peloton values: Amplify Ideas, Can-Do Attitude, Teamwork, Integrity, Own Your Voice, and Next-Level Service
• Willingness to travel as required

Preferred Qualifications:

• Experience with additional Oracle EPM modules (e.g., FCCS, Account Reconciliation, Narrative Reporting)
• Experience integrating EPBCS with ERP systems (e.g., Oracle Cloud ERP)
• Experience with data integration tools (e.g., Data Management, FDMEE, or similar)
• Experience supporting enterprise finance transformation initiatives
• Experience mentoring junior team members and leading workstreams

Compensation:

Peloton provides a reasonable range of compensation for roles. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, business needs, and geographic location. A reasonable estimate of the current range is $120,000-$210,000. Base Compensation). Peloton also offers bonus opportunities and a comprehensive benefits package including:

• Medical, dental, and vision insurance
• 401K with supporting company match
• Flexible Spending Program
• Technical and business skills training
• Performance-based bonus
• Paid holidays and PTO

Peloton Group is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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