We are seeking an experienced
Oracle EPM Planning Consultant
to support the implementation, enhancement, and optimization of Oracle EPM solutions. The ideal candidate should have expertise in Oracle Planning and Budgeting Cloud Service (PBCS) / Enterprise Planning and Budgeting Cloud Service (EPBCS)
, financial modeling, forecasting, and integration with other enterprise applications. Strong skills in Hyperion Planning, Essbase, data management, and scripting (Groovy, MDX, SQL)
are preferred. The role requires hands-on configuration, stakeholder collaboration, and troubleshooting to ensure seamless planning and reporting processes. Oracle EPBCS Consultant - Mid-Level (Implementation Focus) Qualification Requirements
1. Education Certification
Bachelor s degree in finance, Accounting, Business, Computer Science, Information Systems
, or a related field.
Oracle EPM / EPBCS Certification
(preferred but not mandatory). Additional certifications in
cloud technologies, data integration, or financial planning
are a plus. 2. Experience Technical Skills
3 to 6 years
of hands-on experience in implementing
Oracle EPBCS / PBCS
solutions. Strong expertise in configuring
EPBCS modules
(Financials, Workforce, Capital, Projects, Strategic Modeling). Experience in
designing and developing business rules, Groovy scripts, and calculation scripts
. Proficiency in
Smart View, Forms, Task Lists, Data Management (DM/FDMEE), and Essbase cube optimization
. Hands-on experience in integrating
EPBCS with ERP, HCM, and other enterprise applications
. Experience in
REST/SOAP API integrations, SQL scripting, and ETL tools
for data migration. 3. Functional Domain Knowledge
Deep understanding of
financial planning, budgeting, forecasting, and variance analysis
. Knowledge of
driver-based planning, rolling forecasts, multi-scenario planning, and cash flow modeling
. Experience in
gathering business requirements and translating them into EPBCS functional solutions
. Industry experience in
finance, banking, retail, manufacturing, healthcare, or IT services
is a plus. 4. Implementation Project Management
Experience in
full-cycle EPBCS implementations
, including requirement gathering, design, development, testing, and deployment
. Ability to lead
workshops and training sessions
for business users and finance teams. Exposure to
project methodologies
(Agile, Scrum, or Waterfall) and tools like JIRA, Confluence, or MS Project
. Ability to manage
system testing, user acceptance testing (UAT), and post-go-live support
. 5. Soft Skills Abilities
Strong
analytical and problem-solving skills
to troubleshoot implementation challenges. Excellent
communication and stakeholder management skills
to work with finance and IT teams. Ability to
document technical and functional specifications
. Self-motivated, adaptable, and able to work both independently and as part of a team.
1. EPBCS Implementation Configuration
Lead the design, configuration, and implementation of
Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS)
solutions. Develop and customize
EPBCS modules
, including Financials, Workforce, Capital, Projects, and Strategic Modeling
. Configure
data forms, task lists, dashboards, business rules, and approval workflows
. Ensure proper integration of
EPBCS with ERP, HCM, and other enterprise systems
. 2. Financial Planning, Budgeting Forecasting
Collaborate with finance teams to understand planning, budgeting, and forecasting needs.
Design and implement
driver-based planning, rolling forecasts, and scenario analysis
. Develop
financial models
to support revenue, expense, workforce, and capital planning. 3. Business Rules Advanced Calculations (Plus)
Develop and optimize
business rules, Groovy scripts, and calculation scripts
for dynamic planning processes. Utilize
MDX and Smart View
for advanced reporting and analysis. Automate financial processes using
EPBCS scripting capabilities
. 4. Data Integration Management
Configure
Data Management (DM/FDMEE)
for seamless data loads from ERP and other source systems. Develop ETL processes and manage data mappings, validation, and reconciliation.
Ensure data accuracy and consistency across financial planning models.
5. Performance Optimization Troubleshooting
Optimize
EPBCS models
, Essbase cubes, and calculation scripts for better performance. Monitor system health and troubleshoot performance-related issues.
Manage system upgrades, patches, and maintenance activities.
6. User Training Support
Conduct training sessions and create user documentation for business users and administrators.
Provide post-implementation support and enhancements based on business feedback.
Ensure smooth user adoption and compliance with best practices.
7. Stakeholder Collaboration Project Management
Gather business requirements and translate them into
EPBCS functional designs
. Work closely with finance, IT, and business teams to align EPBCS with enterprise financial processes.
Manage project deliverables, timelines, and risk mitigation strategies.
