EPM Analyst

Fortive•Everett, WA

About The Position

The EPM Analyst supports, enhances, and maintains Enterprise Performance Management solutions used for budgeting, forecasting, financial reporting, workforce planning, and management reporting. The role partners with Finance, Accounting, FP&A, and IT to ensure EPM applications are reliable, scalable, and aligned with business objectives. It combines technical expertise, financial process knowledge, analytical rigor, and continuous improvement, with an emphasis on ownership, collaboration, knowledge sharing, and problem-solving. The analyst provides application administration and user support; supports planning and financial close processes; configures and develops EPM forms, dashboards, rules, reports, scripts, and workflows; and supports integrations among EPM, ERP, data warehouse, and reporting environments. The role also develops financial reporting and analysis, manages data loads and reconciliations, troubleshoots integration issues, and performs testing and quality assurance for system changes. Success in the role includes improving planning capabilities, decision-making, data quality, and scalable financial processes. The position calls for connecting work to business outcomes, taking accountability for results, proactively improving processes, and building effective partnerships across Finance, IT, and business teams.

Requirements

Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field.
3–7 years of experience supporting Enterprise Performance Management solutions.
Experience with Oracle EPM Cloud (EPBCS/PBCS), Hyperion Planning, Smart View, Financial Reporting, and Data Management/Data Integration.
Strong understanding of budgeting and forecasting, financial statements, financial planning processes, and management reporting.
Experience collaborating with Finance and Accounting organizations.
Strong analytical, problem-solving, and communication skills.
Ability to influence outcomes through collaboration rather than authority.

Nice To Haves

Experience with Oracle ARCS (Account Reconciliation).
Knowledge of FCCS, EDMCS, and Narrative Reporting.
Experience with Groovy scripting and Calculation Manager.
Familiarity with EPM Automate and REST APIs.
Experience with Oracle ERP Cloud or Oracle EBS integrations.
Knowledge of Power BI, Fabric, or other analytics platforms.
Oracle EPM certifications.

Responsibilities

Provide day-to-day support for EPM applications and business users, ensuring reliable system performance and timely issue resolution.
Monitor application health and identify risks, root causes, and corrective actions.
Manage application metadata, dimensions, security, and user provisioning.
Coordinate monthly, quarterly, and annual planning cycles and meet business deadlines.
Own assigned EPM processes and improve their reliability and user experience.
Support budgeting, forecasting, long-range planning, and financial close processes.
Partner with Finance and FP&A stakeholders to understand business needs and improve planning effectiveness.
Analyze business processes and recommend automation, standardization, and efficiency improvements.
Use financial and operational insights to support resource allocation, forecasting accuracy, and business performance.
Document business requirements and functional specifications aligned with business outcomes.
Configure planning forms, dashboards, business rules, and reports.
Develop and maintain calculation scripts, automation routines, and workflow improvements.
Support integrations between EPM, ERP, data warehouse, and reporting environments.
Perform impact analysis, testing, and validation for system enhancements, upgrades, and patches.
Develop and maintain financial reports, Smart View templates, and management dashboards.
Ensure consistency, accuracy, and integrity of financial reporting across platforms.
Support ad hoc analysis for Finance leadership and business partners.
Translate financial and system data into recommendations that improve decision-making and business outcomes.
Identify ways to improve reporting efficiency and stakeholder value.
Manage data loads, data validation, and reconciliation processes.
Troubleshoot integration issues and collaborate across teams to resolve root causes.
Maintain data integrity across interconnected systems and reporting environments.
Perform unit testing, system testing, and user acceptance testing (UAT).
Validate system enhancements, bug fixes, and process improvements before deployment.
Document test plans, outcomes, and lessons learned.
Share knowledge, best practices, and expertise with business users and team members.
Collaborate across functions and support adoption of new solutions.
Take accountability for commitments, quality, and results; resolve issues and remove obstacles.
Build partnerships across Finance, IT, and business teams and help others become more effective.