EPM Analyst

Harris Williams•Richmond, VA

5d•$75,000 - $125,000•Hybrid

About The Position

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow. We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams. The Role: Harris Williams is seeking an Oracle Enterprise Performance Management (EPM) Specialist to support the implementation, administration, and ongoing development of our Oracle EPM applications. This role is primarily responsible for Oracle EPM modules — including consolidation, reconciliation, enterprise data management, budgeting, and forecasting — while also working closely with Oracle ERP financial data and the integrations between our Oracle ERP and EPM systems. The Specialist will partner with our Finance, Accounting, FP&A, and IT teams to support financial consolidation, account reconciliation, budgeting, forecasting, and financial reporting processes across the firm. The ideal candidate will have strong experience with Oracle EPM / Hyperion applications and a solid understanding of Oracle ERP financial data and general ledger processes. Why This Role is Unique This role spans the full Oracle EPM landscape — FCCS, ARCS, and EDMC — and connects it to the Oracle ERP general ledger, rather than focusing on a single module or application. The Specialist supports financial consolidation, account reconciliation, budgeting, forecasting, and reporting processes that operate across the firm, working closely with the Finance, Accounting, FP&A, and IT teams. The position combines the administration and ongoing development of Oracle EPM applications with direct involvement in the firm's consolidation, close, planning, and reporting processes, including account reconciliation automation and continuous process improvement.

Requirements

5–7 years of experience working with Oracle EPM (strong experience with Oracle Hyperion may be considered if complemented by other relevant skills).
Hands-on experience with Oracle EPM modules, including: FCCS (Financial Consolidation and Close), ARCS (Account Reconciliation Cloud Service), EDMC (Enterprise Data Management Cloud).
Experience with Oracle ERP General Ledger (GL).
Experience with Fusion Essbase cubes.
Experience with Smart View and Financial Reporting Studio.
Experience with budgeting and forecasting processes and systems.
Experience with reconciliation and consolidation processes.
Experience loading data from Oracle ERP into Oracle EPM.
Strong understanding of financial statements, consolidations, and close processes.
Experience working with Finance, Accounting, and FP&A teams.
Bachelors degree (In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered).
Candidates must be authorized to work in the U.S. without sponsorship.

Nice To Haves

Oracle ERP consolidation in General Ledger.
Allocation rules and financial calculations.
Oracle EPM administration and security.
Experience with Oracle ERP modules such as: Accounts Receivable (AR), Accounts Payable (AP), and Cash Management (CM), Fixed Assets (FA), Projects (PA), and Procurement (PO).
Experience integrating Oracle ERP and Oracle EPM systems.
Experience working in a financial services, investment banking, or professional services environment.
Customer Solutions
Data Architecture Development
End Users
Problem Resolution
Technical Support
Application Delivery Process
Collaborating
Hardware Infrastructure
Managing Multiple Priorities
Problem Solving
Service Request Management Process
Software Installation and Support
Systems Software Infrastructure
Technical Troubleshooting

Responsibilities

Support the implementation, administration, and ongoing development of Oracle EPM applications.
Support and maintain core Oracle EPM modules, including: FCCS (Financial Consolidation and Close), ARCS (Account Reconciliation Cloud Service), EDMC (Enterprise Data Management Cloud).
Develop and maintain consolidation, reconciliation, budgeting, and forecasting processes.
Support financial consolidations, intercompany eliminations, and close processes.
Develop and maintain budgeting and forecasting models.
Work with Fusion Essbase cubes and EPM data models.
Develop and maintain reports using Smart View and Financial Reporting Studio.
Support data loads and integrations from Oracle ERP into Oracle EPM.
Partner with Finance and Accounting teams to support financial reporting and planning processes.
Support reconciliation processes and account reconciliation automation.
Assist with allocation rules, financial calculations, and consolidation rules.
Maintain metadata, hierarchies, and master data within EPM applications.
Document EPM processes, business rules, and system configurations.
Assist with system upgrades, testing, and implementation activities related to Oracle EPM applications.

Benefits

medical/prescription drug coverage (with a Health Savings Account feature)
dental and vision options
employee and spouse/child life insurance
short and long-term disability protection
401(k) with PNC match
pension and stock purchase plans
dependent care reimbursement account
back-up child/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service