Senior EPM Solutions Analyst

PassFort; New York (NY); On-site; USD 119,000 - 173,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Parental leave

Paid time off

401(k) with company match

Life insurance

Disability insurance

Accident insurance

Employee stock purchase plan

Tuition reimbursement

Job summary

Moody's is seeking a Senior EPM Solutions Analyst to support financial planning systems, optimize processes, and enable smarter decisions across the organization.

You will partner with leaders to implement EPM solutions, transform data into insights, and drive excellence across the SDLC with strong governance and security practices. A focus on Master Data Management and cross-functional collaboration is essential.

Qualifications

• 6+ years of experience supporting enterprise performance management and financial planning platforms such as OneStream, Fabric IQ Planning, Oracle EPM/Hyperion, IBM TM1, Anaplan, or similar.
• Experience supporting EPM/financial planning systems for Finance and Accounting, including operations, analysis, troubleshooting, and enhancements.
• Advanced Excel modelling, Visual Basic .NET, SQL Server; familiarity with Fabric Lakehouse and IQ Planning is a plus.
• Ability to translate complex business needs into actionable technical solutions and support both technical and non-technical stakeholders.
• Proficiency with project and issue tracking tools (JIRA, ServiceNow).
• Cross-functional collaboration and stakeholder management in dynamic environments.
• Knowledge of Semarchy or similar MDM platforms and governance concepts is a plus.
• Interest in responsible AI practices and learning how AI tools improve processes.

Responsibilities

• Partner with business leaders to understand challenges and implement EPM and financial planning solutions.
• Transform financial data into actionable insights and develop scalable solutions.
• Lead SDLC operations and incident management with JIRA for compliant delivery.
• Manage security, access provisioning, and governance ensuring SOX compliance.
• Drive automation and data reconciliation improvements, leveraging BI tools and AI.
• Oversee scalability, proactive issue resolution, and detailed project reporting.
• Develop SOPs, mentor teammates, and deliver training to maximize EPM capabilities.
• Support master data operations in Semarchy and enhance workflow transparency.

Skills

EPM systems

Finance & Accounting support

Excel/VB .NET/SQL

Root cause analysis

JIRA/ServiceNow

Cross-functional collaboration

MDM platforms (Semarchy)

AI concepts awareness

Education

Bachelor’s or advanced degree in Accounting/Finance/MIS/PM

EPM/financial planning certifications

Tools

JIRA

ServiceNow

Semarchy

Job description

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action- enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

Skills And Competencies

• Minimum of 6 years of progressive hands-on experience supporting enterprise performance management (EPM) and financial planning platforms, such as OneStream, Fabric IQ Planning, Oracle EPM/Hyperion, IBM Planning Analytics (TM1), Anaplan, or similar systems, with demonstrated ability to quickly learn new financial planning technologies and transition between or work across multiple EPM systems
• Experience supporting EPM or financial planning systems for Finance and Accounting, including system operations, business analysis, troubleshooting, and implementation or enhancement initiatives
• Proficiency in advanced Excel modelling, Visual Basic .NET, SQL Server; familiarity with Fabric Lakehouse and IQ Planning is a plus
• Demonstrated ability to analyze complex business and technical issues, identify root causes, translate business needs into actionable technical solutions, and provide effective support to both technical and non-technical stakeholders
• Skilled in project and issue management tools such as JIRA and ServiceNow, ensuring efficient workflows and resolution tracking
• Success in cross-functional team collaboration, stakeholder relationship management, and aligning priorities to achieve shared business goals in dynamic environments
• Working knowledge of Semarchy or similar enterprise Master Data Management platforms with exposure to MDM governance concepts is a plus
• Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Education

• Bachelor's or advanced degree in Accounting, Finance, Management Information Systems or Project Management
• Relevant EPM or financial planning platform certifications preferred

Responsibilities

Seeking an experienced Senior EPM Solutions Analyst to support financial planning systems, improve processes, and enable smarter decisions.

• Partner with business leaders to understand challenges, design actionable strategies, and implement EPM and financial planning solutions to enhance performance and enable strategic decision-making
• Leverage EPM and planning technologies to transform financial data into actionable insights and develop solutions that support evolving business needs
• Lead operational excellence across the SDLC and incident management, utilizing JIRA for structured project plans, timely delivery, and compliance with audit standards
• Manage security protocols, access provisioning, and governance activities, ensuring SOX compliance and adherence to regulatory standards
• Drive efficiency through process automation, data reconciliation improvements, and deployment of BI tools and advanced technologies
• Oversee platform scalability, proactive issue resolution, and continuous improvement, ensuring transparency with detailed project reporting
• Execute administrative tasks and streamline master data operations in Semarchy, including maintaining user access privileges, supporting data steward workflows, monitoring hierarchy job execution, and coordinating on approval workflows and audit reviews, while enhancing workflow transparency, strengthening data governance, minimizing incident frequency, and mitigating audit risks
• Develop SOPs, mentor team members, and deliver impactful training programs to empower users and maximize the EPM platform's capabilities

About The Team

The EPM Team, part of the Data and Analytics department, focuses on enhancing operational efficiency and enabling digital transformation through financial modelling, data management, innovation, and AI solutions. The team uses AI to enhance processes, automate routine work, strengthen data analysis, and support more efficient, informed decision-making. We partner closely with the Finance team to foster innovation, optimize processes, and empower smarter, faster decision-making. Joining our team means engaging in impactful work, tackling complex challenges, collaborating with diverse stakeholders, and utilizing cutting-edge technology to drive meaningful change.

For US-based roles only: the anticipated hiring base salary range for this position is $119,100.00 - $172,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation.

Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

• medical
• dental
• vision
• parental leave
• paid time off
• a 401(k) plan with employee and company contribution opportunities
• life
• disability
• accident insurance
• a discounted employee stock purchase plan
• tuition reimbursement

Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.