Senior Lead Systems Analyst
About The Position
TIAA is seeking an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialist for a multi-year Finance Transformation initiative. The role designs, builds, and optimizes enterprise planning data flows; automates close and planning processes using Oracle AI Agents; and integrates ERP, EPM, and analytics platforms. It requires hands-on Oracle EPM Cloud expertise, especially EPBCS, data integration, REST APIs, Linux automation, and AI-driven automation within Oracle Cloud EPM. The position supports EPBCS applications and models, data integrations and automation, Oracle EPM AI Agent enablement, and Finance Transformation delivery. It works with Finance and Data SMEs to translate planning, forecasting, and consolidation requirements into scalable solutions and collaborates with ERP, Data Engineering, Analytics, and Finance teams. The role also provides technical documentation, knowledge transfer, and training to Finance and IT stakeholders.
Requirements
- Bachelor's degree or equivalent experience.
- 5–7+ years of hands-on Oracle EPM Cloud experience, with 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 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.
- 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, and Test Planning.
Nice To Haves
- 7+ years of relevant work experience is preferred.
- Experience with FCCS, ARCS, or PCMCS.
- Background in Finance, Accounting, or FP&A.
- Experience in large-scale Finance Transformation or ERP modernization programs.
- Familiarity with Snowflake, Oracle OCI, or enterprise data platforms.
- Consulting experience with Oracle, Deloitte, PwC, EY, KPMG, or similar.
Responsibilities
- Configure and enhance EPBCS modules, including Financials, CapEx, Projects, Assets, and Flow Custom Modeling.
- Build and maintain data integrations across Oracle ERP, files, and AWS Snowflake data sources, and build integrations within EPBCS for reporting.
- Optimize metadata structures and integrations with Oracle EDMCS.
- Build and maintain outbound data flows for downstream systems, including Oracle FDI.
- Design and manage end-to-end data pipelines using Data Integration/Data Exchange, Data Management (FDMEE concepts), EPM Automate, and REST API integrations.
- Automate metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.
- Troubleshoot data load issues, mapping logic, and validation rules.
- Implement and configure Oracle EPM AI Agents for 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.
- Work with Finance SMEs to translate planning, forecasting, and consolidation requirements into scalable EPM solutions.
- Work with Data SMEs on source-to-target EPM integrations.
- Redesign and automate planning processes aligned with monthly close, forecast cycles, annual planning, and long-range planning.
- Ensure alignment with enterprise data governance and reporting standards.
- Collaborate with ERP, Data Engineering, Analytics, and Finance teams to maintain consistent data definitions and integration patterns.
- Provide technical documentation, knowledge transfer, and training to Finance and IT stakeholders.
Benefits
- A comprehensive Total Rewards package.
- A superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Potential participation in an incentive program linked to performance, depending on the role.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
