Oracle EPM Technical Lead, Financial Planning & Reporting - Financial Management Systems & Solutions New York, NY Posted today

Bloomberg; New York (NY); On-site; USD 185,000 - 200,000; Full time

Job summary

Bloomberg in New York seeks an Oracle EPM Technical Lead – Financial Planning & Reporting to lead design and delivery of our FP&A platform. You will provide hands-on development and set technical direction for Oracle Cloud EPM Planning, working with Finance, Product and Engineering to solve complex planning, reporting and analytics challenges.

In this role, you’ll expand reporting capabilities, build revenue and capital planning models, and mentor the team while partnering with internal and

Qualifications

• 7+ years of experience delivering Finance-focused planning and reporting solutions.
• Hands-on Oracle Cloud EPM Planning development experience including design and calculations.
• Strong know-how of FP&A processes and financial planning workflows.
• Ability to lead technical solution design and delivery while remaining hands-on.

Responsibilities

• Provide hands-on technical leadership across design, development, and evolution of FP&A solutions, with Oracle Cloud EPM Planning as core.
• Set technical direction and actively contribute to delivery, building and troubleshooting solutions as needed.
• Lead complex initiatives from design through implementation, including revenue, opex, headcount, and capital planning models.
• Drive the build-out of reporting and dashboards to improve FP&A decision-making.
• Translate business needs into scalable technical solutions with Finance and Product stakeholders.
• Coordinate delivery across internal resources and external partners while growing internal capability.
• Mentor technical resources and establish strong development practices.
• Evaluate AI and emerging technologies to improve planning, forecasting and analytics workflows.
• Shape the technical roadmap with the Head of Product for improved self-service in Finance.

Skills

Finance-focused planning

FP&A processes

Leadership

Communication skills

Tools

Oracle Cloud EPM Planning

EPM Automate

Groovy

MDX

REST APIs

Job description

Oracle EPM Technical Lead, Financial Planning & Reporting - Financial Management Systems & Solutions

Location

New York

Business Area

Accounting and Finance

Ref #

10054946

Description & Requirements

The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time.

Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen.

What's the role?

At Bloomberg Finance, we are committed to providing extraordinary support to our business partners by providing data-driven insights on business performance, financial oversight, and thought leadership.

The Financial Management Systems & Solutions (FMSS) team partners with stakeholders across Finance & Administration to deliver and continually improve the processes, applications, products, and technologies that support our most critical financial workflows. FMSS brings together product management, process transformation, functional, and technical expertise to develop solutions that meet Finance’s evolving needs while maintaining a high-performing, stable and secure operating environment.

Within FMSS, the Financial Planning & Reporting Product team owns the strategy, delivery, and ongoing evolution of Bloomberg’s financial planning and management reporting capabilities. The team partners closely with Finance stakeholders and Engineering to transform planning and reporting processes and deliver scalable technology solutions. Our growing Oracle Cloud EPM platform supports capabilities across corporate and business planning, revenue, operating expense, headcount and compensation, allocations, enterprise data management, capital planning, and reporting and analytics.

The Oracle EPM Technical Lead – Financial Planning & Reporting will provide technical and delivery leadership across our financial planning and reporting technology landscape. Oracle Cloud EPM is at the core of our platform today, and this role requires deep hands‑on Oracle Planning development experience. You will set technical direction while remaining close to delivery, working alongside the team to build solutions, solve complex problems, and drive critical initiatives from design through implementation.

In the near term, you will play a hands‑on role in expanding the reporting and analytical capabilities supporting our recently implemented Oracle EPM platform. Over time, you will lead technical delivery for increasingly complex initiatives, including custom revenue planning models and Capital Planning capabilities, while helping build our internal technical capability.

Beyond Oracle EPM, you will help evaluate and deliver technology solutions that advance the Product team's vision for empowering our FP&A stakeholders. This includes exploring how Oracle's evolving AI capabilities, other AI technologies, automation, and new platforms can improve decision‑making, simplify workflows, and deliver more scalable insights across the organization.

We’ll Trust You To:

• Provide hands‑on technical leadership across the design, development, and ongoing evolution of financial planning, reporting, and analytical solutions, with Oracle Cloud EPM Planning as a core platform

• Set technical direction and development standards while remaining actively involved in delivery, including building and troubleshooting solutions directly when needed

• Lead technical delivery for complex initiatives from design through implementation, including financial planning models across Revenue, Operating Expense, Headcount & Compensation, Capital Planning, and related Finance processes

• Drive the technical build-out of reporting, dashboards, and analytical capabilities that provide actionable insights and improve decision‑making for FP&A stakeholders

• Partner with Product and Finance stakeholders to translate business needs and product priorities into scalable technical solutions

• Coordinate technical delivery across internal resources, contingent workers, and external partners while building greater capability and ownership within the internal team

• Mentor and develop technical resources, review solution designs, and establish strong development and delivery practices

• Evaluate and apply AI, automation, and emerging technologies – including capabilities within and outside Oracle – to improve planning, forecasting, reporting, analytics, and Finance workflows

• Partner with the Head of Product to shape the technical roadmap for Financial Planning & Reporting and identify opportunities to improve Finance self‑service, simplify processes, and deliver better decision support

You’ll need to have:

• 7+ years of experience developing and delivering Finance-focused planning and reporting solutions

• Deep hands‑on Oracle Cloud EPM Planning development experience, including application and dimensional design, business rules and calculations, forms, Smart View, metadata, security, data integration, and custom planning models

• Strong understanding of multidimensional application architecture, including BSO and ASO cube design, calculation design, and performance optimization, with the ability to troubleshoot complex technical issues

• Extensive knowledge of FP&A and Financial Planning processes, with experience translating complex Finance requirements into effective technical solutions

• Demonstrated ability to lead technical solution design and delivery across complex initiatives while remaining comfortable working hands‑on at all levels of the solution

• Strong communication and collaboration skills with the ability to provide technical direction and work effectively across Finance, Product, Engineering, developers, and external partners

We’d love to see:

• Experience leading or mentoring technical teams and coordinating delivery across internal resources, contingent workers, and implementation partners

• Experience developing custom financial planning solutions across Revenue, Operating Expense, Workforce, or Capital Planning

• Experience building forecasting, management reporting, dashboards, and analytical solutions for FP&A and senior Finance stakeholders

• Experience with Enterprise Data Management (EDM), Enterprise Profitability & Cost Management (EPCM), Narrative Reporting, or Data Integration/Data Exchange

• Experience with EPM Automate, Groovy, calculation scripts, MDX, REST APIs, or other Oracle EPM development and automation technologies

• Experience integrating Oracle EPM with SAP or other enterprise financial systems

• Experience applying AI, intelligent automation, or emerging technologies to Finance planning, reporting, analytics, or decision-support use cases

• Experience helping evaluate technologies and platforms beyond a core EPM solution

Salary Range = 185,000 - 200,000 USD Annual + Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email [e-mail]