Sr. Analyst, Financial Systems: Oracle EPM and FP&A

Alignment Health•San Francisco, CA

2d•$113,332 - $169,999•Remote

About The Position

The Senior Analyst, Oracle EPM & FP&A Systems is the technical subject matter expert responsible for designing, administering, and optimizing Alignment Health’s Oracle Enterprise Performance Management environment. The platform supports Medicare Advantage financial planning, budgeting, forecasting, and long-range strategic modeling. Working at the intersection of technology and finance, the role partners with FP&A, Corporate Finance leadership, and the Senior Director of Enterprise Financial Systems to keep planning models, data pipelines, and reporting tools accurate, performant, and useful for decision-making throughout planning cycles. The role supports financial and regulatory work that depends on precise planning data, including annual CMS bid submissions, medical cost forecasting, and Stars and Risk Adjustment financial modeling. It is a senior individual contributor position with no direct supervisory responsibility, but includes technical mentorship of junior analysts and may involve leading EPM project workstreams during the Oracle implementation. The position participates in an on-call rotation for critical EPM failures, data load issues, and calculation errors outside standard business hours. Elevated support is expected during annual operating plan season, quarterly forecast cycles, and CMS bid preparation periods.

Requirements

At least 6 years of hands-on technical experience with Oracle EPM Cloud (PBCS/EPBCS) or Hyperion Planning/Essbase, focused on supporting FP&A business units.
Experience designing, building, and troubleshooting production Essbase ASO and BSO multidimensional models, Business Rules, Calculation Scripts, and MDX queries.
Experience leading or serving as technical lead on at least two full-cycle Oracle EPM Cloud implementations or major upgrades.
Working knowledge of corporate finance concepts including Budgeting vs. Actuals (BVA), Rolling Forecasts, Zero-Based Budgeting, and Capital Planning, sufficient to translate business requirements into technical EPM logic.
Experience with data privacy and financial compliance requirements, including SOX and HIPAA, as applied to EPM governance and data access controls.
Experience in a regulated healthcare, insurance, or financial services environment.
Bachelor’s degree in Computer Science, Information Technology, Finance, Accounting, or a related field with a strong technical background; equivalent professional experience may be considered.
Demonstrated hands-on proficiency with Oracle EPM Cloud through formal implementation or sustained production support experience.
Working knowledge of FDMEE or EPM Integration Agent for data management between ERP and EPM systems.
Technical skills in Oracle EPM Cloud or Hyperion Planning administration, Business Rules, and Calculation Scripts.
Essbase ASO and BSO multidimensional modeling and MDX querying skills.
Oracle Smart View configuration, best practices, and end-user support skills.
Data Management/FDMEE and EPM Integration Agent experience for ERP-to-EPM data pipeline management.
Financial planning domain knowledge, including BVA, Rolling Forecasts, ZBB, and Capital Planning.
Scripting and automation skills in Groovy, Python, or PowerShell for EPM business rule automation.
Knowledge of SOX compliance, cell-level security, and EPM governance documentation.
Availability to participate in an on-call rotation and provide elevated support during peak planning periods.

Nice To Haves

Prior experience in a Medicare Advantage, managed care, or health insurance organization, particularly supporting medical cost forecasting, Stars performance modeling, or CMS bid planning.
Experience with Oracle Predictive Planning, Auto-Predict, or AI-assisted forecasting features.
Exposure to production integration between Oracle EPM and Oracle Fusion Cloud GL.
Master’s degree in Information Systems, Finance, or a related field.
Coursework or background in healthcare finance, actuarial science, or managed care economics.
Oracle EPM Cloud: Planning Implementation Professional certification.
Oracle Financials Cloud: General Ledger Implementation Professional certification.
Oracle Financial Consolidation and Close certification.
Groovy Scripting proficiency for advanced EPM business rules automation (strongly preferred).

Responsibilities

Administer, configure, and continuously improve the Oracle Cloud EPM Planning and Budgeting environment (PBCS/EPBCS) or Hyperion Planning/Essbase environment.
Design and maintain Business Rules, Calculation Scripts, and Member Formulas for driver-based planning models.
Build and maintain automated data pipelines between Oracle Fusion Cloud GL and EPM Planning cubes using Data Management (FDMEE) or the EPM Integration Agent.
Synchronize key dimensions, including Entity, Cost Center, Product, and Plan Type, across ERP and FP&A systems and maintain consistent, audit-ready metadata.
Build and maintain executive dashboards, Web Forms, and Narrative Reports using Oracle EPM Infolets and Financial Reporting Studio.
Support FP&A analysts with Oracle Smart View configuration and best practices while protecting planning model integrity.
Support configuration of Oracle Predictive Planning and Auto-Predict features for forecasting medical costs, revenue, and enrollment.
Provide technical support for what-if scenarios involving market entry, benefit design changes, and CMS payment rate adjustments.
Maintain cell-level security, security filters, and data access controls for sensitive financial data.
Document metadata changes, script modifications, and system configurations to satisfy SOX audit and internal governance requirements.
Provide Tier 3/4 escalation support for EPM incidents, including Essbase cube failures, calculation errors, data load issues, and planning model discrepancies.
Perform root-cause analysis, implement preventive controls, and maintain runbook documentation to support system reliability and continuity.
Participate in an on-call rotation and provide elevated support during annual budget, quarterly forecast, and CMS bid preparation periods.
Provide technical mentorship to junior analysts and potentially serve as technical lead for EPM-related project workstreams.