Senior Lead Systems Analyst

Teachers Insurance and Annuity Association of America; Dallas (TX); Hybrid; USD 140,000 - 190,000; Full time

Job summary

TIAA is seeking an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialist to design and optimize enterprise planning data flows, automate close and planning processes, and ensure seamless ERP to analytics integration.

You will lead data pipelines, REST API integrations, and AI-driven automation within Oracle Cloud EPM, collaborating with ERP, Data Engineering, and Finance teams to deliver scalable FP&A solutions.

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 AI/ML concepts and experience implementing Oracle EPM AI Agents.

Responsibilities

• EPBCS Application & Model Support: Configure and enhance EPBCS modules (Financials, CapEx, Projects, Assets and Flow Custom Modeling).
• Build and maintain data integration across Oracle 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).
• Data Integration & Automation: Design and manage end-to-end data pipelines using Data Integration / Data Exchange; Data Management (FDMEE); EPM Automate; REST API integrations.
• Build automated workflows for metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.
• Troubleshoot data load issues, mapping logic, and validation rules.
• AI Agent Enablement (Oracle EPM): Implement and configure Oracle EPM AI Agents to automate data validation, variance analysis, intercompany reconciliation, narrative generation, and close task orchestration.
• Develop AI-driven insights and anomaly detection models to support FP&A and Controller teams.
• Partner with Oracle product teams and internal AI architects to leverage new AI capabilities.
• Finance Transformation Delivery: Translate planning, forecasting, and consolidation requirements into scalable EPM solutions; redesign and automate planning processes.
• Work with Data SMEs for source to target EPM integrations; ensure alignment with data governance and reporting standards.
• Cross-Functional Collaboration: Partner with ERP, Data Engineering, Analytics, and Finance teams; provide technical documentation and training.

Skills

EPBCS

Data Integration

Data Exchange

Data Management

EPM Automate

REST APIs

AI/ML concepts

Oracle AI Agents

Scripting

Snowflake

Oracle OCI

EDMCS

FP&A

Education

Bachelor's Degree or Equivalent Experience

Tools

Snowflake

Oracle OCI

EDMCS

Job description

Hybrid Flex

Charlotte, NC, USA

Dallas, TX, USA

Iselin, NJ, USA

Full time

R260700341

We are seeking an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialistto support a multi‑year Finance Transformationinitiative. This role will design, build, and optimize enterprise planning data flows, automate close & planning processes using Oracle AI Agents, and ensure seamless integration across ERP, EPM, and analytics platforms.

The ideal candidate brings deep hands‑on expertise in EPBCS, Data Integration (Data Exchange / Data Management), REST APIs, linux automation, and emerging AI‑driven automationwithin Oracle Cloud EPM.

Key Responsibilities and Duties

EPBCS Application & Model Support

• Configure and enhance EPBCS modules (Financials, CapEx, Projects, Assets and Flow Custom Modeling).

• Build and maintain data integration across Oracle 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)

Data Integration & Automation

• Design and manage end‑to‑end data pipelines using:

• Data Integration / Data Exchange

• Data Management (FDMEE concepts)

• EPM Automate

• REST API integrations

• Build automated workflows for metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.

• Troubleshoot data load issues, mapping logic, and validation rules.

AI Agent Enablement (Oracle EPM)

• Implement and configure Oracle EPM AI Agentsto automate:

• Data validation

• Variance analysis

• Intercompany reconciliation

• Narrative generation

• Close task orchestration

• Develop AI‑driven insights and anomaly detection models to support FP&A and Controller teams.

• Partner with Oracle product teams and internal AI architects to leverage new 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 Planning process aligned to :

• Monthly close

• Forecast cycles

• Annual planning

• Long‑range planning

• Ensure alignment with enterprise data governance and reporting standards.

Cross‑Functional Collaboration

• 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 ofhands‑onOracle EPM Cloud experience (EPBCSrequired).

• Strongexpertisein 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 inlarge‑scaleFinance Transformation or ERP modernization programs.

• Familiarity with Snowflake,OracleOCI,or enterprise data platforms.

• Consulting experience with Oracle, Deloitte, PwC, EY, KPMG,orsimilar.

Related Skills

Acceptance 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 (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

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 (https://careers.tiaa.org/) , and you can read more about your rights and view government notices here (https://www.dol.gov/general/topics/posters) .

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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
• For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .
• For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)