Senior Lead Systems Analyst

TIAA; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

TIAA in Charlotte, NC seeks an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialist to support a multi‑year Finance Transformation initiative. You will design, build, and optimize enterprise planning data flows, automate close & planning processes using Oracle AI Agents, and ensure seamless ERP/EPM integration.

The ideal candidate has hands‑on EPBCS, Data Integration, REST APIs, Linux automation, and AI‑driven automation within Oracle Cloud EPM, with 5–7+ years of relevant

Qualifications

• 5–7+ years of hands-on Oracle EPM Cloud experience (EPBCS required).
• Strong expertise in Data Integration, Data Exchange, Data Management, and EPM Automate.
• Proven experience with REST APIs, scripting, and automation frameworks.
• Working knowledge of FP&A, financial close, and corporate finance processes.
• Ability to translate business requirements into technical solutions with minimal supervision.

Responsibilities

• Configure and enhance EPBCS modules (Financials,CapEx, Projects,Assets and Flow CustomModeling).
• Build data integrations across ERP, Files, and AWS Snowflake data sources.
• Build data integrations across the EPBCS environment for reporting.
• Optimize metadata structures integrations with Oracle EDMCS.
• Build and maintain outbound data flows for downstream systems (Oracle FDI).
• Design and manage end-to-end data pipelines using Data Integration / Data Exchange, Data Management, EPM Automate, REST APIs.
• Build automated workflows for metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.

Skills

EPBCS

Oracle EPM Cloud

Data Integration

REST APIs

Automation

Scripting

FP&A

Education

Bachelor's Degree

Tools

EPM Automate

Data Exchange

Data Management

Oracle EDMCS

Snowflake

Job description

We are seeking an experiencedOracle EPM EPBCS Data Integration & AI Agent Specialistto support amulti‑yearFinance Transformationinitiative. This role will design, build, andoptimizeenterprise planning data flows, automate close & planning processes usingOracle AI Agents, and ensure seamless integration across ERP, EPM, and analytics platforms.

The ideal candidate brings deephands‑onexpertiseinEPBCS,Data Integration (Data Exchange / Data Management),REST APIs,linuxautomation,and emergingAI‑drivenautomationwithin Oracle Cloud EPM.

Key Responsibilities and Duties

EPBCS Application & Model Support

• Configure and enhance EPBCS modules (Financials,CapEx, Projects,Assets and Flow CustomModeling).
• Build andmaintaindata integration across OracleERP ,Files, and AWS Snowflake data sources
• Build data integrations across the EPBCS environment for reporting
• Optimizemetadata structuresintegrations with Oracle EDMCS
• Build andmaintainoutbound data flows for downstream systems (Oracle FDI)

Data Integration & Automation

• Design and manageend‑to‑enddata pipelines using:
• Data Integration / Data Exchange
• Data Management (FDMEE concepts)
• EPM Automate
• REST API integrations
• Build automated workflows for metadata loads,actualsingestion, forecast refreshes, and scenario rollovers.
• Troubleshoot data load issues, mapping logic, and validation rules.

AI Agent Enablement (Oracle EPM)

• Implement and configureOracle EPM AI Agentsto automate:
• Data validation
• Variance analysis
• Intercompany reconciliation
• Narrative generation
• Close task orchestration
• DevelopAI‑driveninsights and anomaly detection models to support FP&A and Controller teams.
• Partner with Oracle product teams and internalAIarchitects toleveragenew AI capabilities.

Finance Transformation Delivery

• Work with Finance SMEs to translate planning, forecasting, and consolidation requirements into scalable EPM solutions.
• Work with Data SMEs for source to target EPM integrations
• Redesign and automate Planningprocessalignedto:
• Monthly close
• Forecast cycles
• Annual planning
• Long‑rangeplanning
• Ensure alignment with enterprise data governance and reporting standards.

Cross‑FunctionalCollaboration

• Partner with ERP, Data Engineering, Analytics, and Finance teams to ensure consistent data definitions and integration patterns.
• Provide technical documentation, knowledge transfer, and training to Finance and IT stakeholders.

Educational Requirements

• Bachelor's Degree or Equivalent Experience Required

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

9IC

Required Qualifications

• 5–7+ years of hands‑onOracle EPM Cloud experience (EPBCS required).
• Strong expertise in Data Integration, Data Exchange, Data Management, and EPM Automate.
• Proven experience with REST APIs, scripting, and automation frameworks.
• Working knowledge of AI/ML concepts and experience implementing Oracle EPM AI Agents (or similar intelligent automation tools).
• Deep understanding of FP&A, financial close, and corporate finance processes.
• Ability to translate business requirements into technical solutions with minimal supervision.

Preferred Qualifications

• Experience with FCCS, ARCS, or PCMCS.
• Background in Finance, Accounting, or FP&A.
• Experience in large‑scale Finance Transformation or ERP modernization programs.
• Familiarity with Snowflake, Oracle OCI, or enterprise data platforms.
• Consulting experience with Oracle, Deloitte, PwC, EY, KPMG, or similar.

Related SkillsAcceptance Testing, Business Analysis, Business Process Improvement, Business Process Mapping, Business Process Understanding, Business Requirements, Collaboration, Data Analysis, IT Business Analysis, Systems Design/Analysis, Systems Development Life Cycle, Technical Documentation, Test Planning

Anticipated Posting End Date:

2026-09-05

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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