Oracle Cloud Enterprise Performance Management (EPM) Planning Senior Principal Consultant

Apps Associates•United States,

About The Position

Apps Associates is seeking an experienced Senior Principal Consultant – Oracle Cloud EPM Planning to lead strategic Oracle EPM implementations across North America. The role serves as a trusted advisor and Solution Lead, helping clients transform planning, budgeting, forecasting, and reporting through scalable, integrated Oracle Cloud EPM solutions. The consultant leads complex engagements, drives finance transformation, mentors consulting teams, and contributes to the growth of the Oracle EPM practice. The role combines deep Oracle EPM Planning expertise with strong FP&A knowledge, strategic thinking, and client leadership. It includes responsibility for solution architecture and delivery, executive advisory, integration strategy, project oversight, client relationship development, team leadership, and practice growth. The consultant works with CFOs, FP&A leaders, Finance executives, IT stakeholders, and multidisciplinary delivery teams. Apps Associates describes its culture as collaborative and focused on client satisfaction, employee well-being, professional growth, trust, innovation, and continuous improvement. The company has over 1,350 employees and offers training, professional development, and certification opportunities.

Requirements

At least 8 years of Oracle EPM Planning consulting experience, including leadership of multiple full-cycle, enterprise-scale Oracle Cloud EPM Planning implementations as Solution Lead, Engagement Lead, or Lead Architect.
Ability to independently lead complex Oracle EPM engagements with minimal management oversight, including executive stakeholder management, architecture decisions, delivery accountability, and resolution of critical project challenges.
Deep functional and technical expertise in Oracle Cloud EPM Planning (EPBCS), including Financials, Workforce, Capital, Projects, and related planning capabilities.
Extensive experience designing enterprise-scale driver-based planning models, financial planning frameworks, forecasting solutions, dimensional structures, metadata, data forms, dashboards, and KPIs.
Advanced proficiency in Oracle EPM business rules and Groovy scripting, including architecting, developing, reviewing, troubleshooting, and optimizing complex calculation and automation solutions.
Deep knowledge of FP&A processes, including budgeting, rolling forecasts, long-range planning, scenario modeling, driver-based planning, variance and profitability analysis, and management reporting; ability to assess and transform legacy planning processes.
Experience designing complex inbound and outbound integrations between Oracle EPM Planning and ERP, HCM, CRM, and enterprise data platforms using Data Exchange, Data Integration, EPM Automate, Integration Agent, and related technologies.
Strong proficiency in Smart View, Oracle EPM reporting capabilities, and management reporting solutions.
Experience facilitating executive-level workshops, gathering complex planning requirements, and translating business objectives into scalable Oracle EPM solutions.
Strong troubleshooting, performance optimization, and architectural governance capabilities for Oracle EPM Planning applications.
Exceptional client-facing, communication, and stakeholder management skills, including advising CFOs, FP&A leaders, Finance executives, and IT stakeholders.
Experience leading onshore, offshore, and hybrid delivery teams, mentoring consultants, overseeing solution quality, and driving delivery excellence.
Strong analytical, problem-solving, client service, adaptability, time management, organization, teamwork, presentation, ownership, and accountability skills.
Excellent verbal and written communication skills, including the ability to explain complex information clearly to technical and non-technical audiences.

Nice To Haves

Familiarity with Oracle Cloud EPM modules such as Financial Consolidation and Close (FCCS), Account Reconciliation (ARCS), Narrative Reporting (NR), Profitability and Cost Management, or Enterprise Data Management (EDM).
Experience with Strategic Modeling, Predictive Planning, and advanced planning or forecasting capabilities.
Experience integrating Oracle EPM Planning with Oracle ERP Cloud, SAP, Workday, or NetSuite.
Experience with legacy Hyperion Planning, Essbase, or Hyperion Financial Management (HFM).
Knowledge of REST APIs, SQL, and advanced scripting for integration, automation, and extensibility.
Experience developing enterprise reporting strategies, including dynamic reporting, dashboards, and management reporting optimization.
Understanding of data governance and master data alignment using EDM or DRM.
Experience supporting clients across public sector, high-tech, manufacturing, and professional services industries.
Experience supporting pre-sales activities, including solution demonstrations, effort estimation, statement-of-work development, and executive presentations.
Oracle certifications in EPM modules beyond Planning.

Responsibilities

Serve as Solution Lead and trusted advisor for strategic Oracle Cloud EPM engagements, partnering with CFOs, FP&A leaders, and Finance executives on planning transformation, process optimization, and management reporting.
Own solution architecture, design, and delivery of enterprise-scale Oracle EPM Planning implementations, aligning solutions with Oracle leading practices, client objectives, and finance transformation strategies.
Assess current-state FP&A processes and design scalable Oracle EPM solutions using driver-based planning and finance transformation principles.
Lead solution architecture across Financials, Workforce, Capital, Projects, and related planning processes.
Provide architectural leadership and governance for financial models, dimensional structures, metadata, security, calculation frameworks, Groovy business rules, forms, dashboards, and reporting.
Lead integration strategy and architecture between Oracle EPM Planning and enterprise source systems using relevant Oracle EPM integration technologies and APIs.
Facilitate executive discovery sessions, requirements workshops, and solution design reviews; translate FP&A requirements into functional and technical design documentation.
Oversee architecture, functional design, configuration, testing, deployment, training, and hypercare to support successful project outcomes and client satisfaction.
Advise clients on planning transformation, process improvement, automation, scenario modeling, forecasting optimization, and management reporting.
Develop client relationships through consultative leadership, finance process expertise, and strategic thought partnership.
Lead and mentor onshore, offshore, and hybrid delivery teams; provide solution guidance, quality oversight, and knowledge transfer.
Manage project risks, scope changes, solution escalations, and stakeholder communications.
Contribute to practice growth through pre-sales, solution estimation, proposal development, demonstrations, methodology improvements, and thought leadership.