EPM Lead – Finance Systems

We are seeking an EPM Lead to take ownership of our Oracle Enterprise Performance Management (EPM) platform following the implementation of Financial Consolidation & Close (FCCS), Narrative Reporting (), and future Planning modules. This role combines accounting expertise with technical EPM administration to lead ongoing operations and drive the next stages of EPM maturity. As the primary system owner, the EPM Lead will ensure accurate, automated, and insightful financial processes, while preparing the organization for future initiatives including advanced planning, tariff management, tax reporting, account reconciliation, and enterprise data governance.

1. Application Ownership & Administration

• Serve as the primary administrator for Oracle EPM Cloud (FCCS, , Planning, and future modules).
• Manage metadata, hierarchies, chart of accounts updates, security roles, and user provisioning.
• Oversee integrations from Oracle EBS and other acquired systems (e.g., Voxx) into FCCS.
• Maintain and update consolidation rules, business rules, and calculation scripts to adapt to new business requirements.

2. Consolidation & Close Support

• Ensure accurate and timely monthly, quarterly, and annual consolidations.
• Manage intercompany eliminations, multi-currency translations, profit-in-inventory rules, and corporate allocations.
• Monitor and administer Task Manager workflows for close calendars, approvals, and reconciliation.
• Automate cash flow reporting and support faster close cycles (goal: reduce to 4 days).

3. Reporting & Analysis

• Maintain and enhance consolidated financial statements, variance analysis reports, and commentary capture.
• Enable self-service reporting and Smart View analysis for finance users.
• Support Narrative Reporting packages for management discussion and analysis.

4. Strategic Expansion of EPM Capabilities

• Planning & Forecasting
• Implement driver-based financial planning and forecasting across revenue, costs, and margins.
• Support long-range planning, scenario modeling, and sensitivity analysis (e.g., market volumes, supply chain assumptions).
• Build connected planning models to align P&L, Balance Sheet, and Cash Flow.
• Tariff Management & Revenue Planning
• Integrate tariff planning tools to evaluate sourcing and supply chain scenarios.
• Model take-rates and revenue forecasts by customer, product, and region.
• Partner with sales and operations for volume planning and margin optimization.
• Implement ARC to streamline account reconciliations, ensure completeness, and reduce manual effort.
• Standardize reconciliation templates and integrate with FCCS for transparency and audit compliance.
• Extend EPM capabilities to support tax provisioning, effective rate analysis, and transfer pricing management.
• Enable alignment between statutory and management reporting, leveraging FCCS movement dimensions for tax automation.
• Own governance of financial master data including COA, entity structures, product hierarchies, and alternate reporting views.
• Drive alignment across ERP, EPM, and reporting systems to ensure consistency and control.
• Lead change management for metadata updates to support acquisitions, reorganizations, or new reporting needs.
• Champion automation, standardization, and adoption of EPM tools across Finance.
• Provide training, documentation, and support for Super Users and business analysts.
• Partner with Finance and IT leadership to identify future enhancements and efficiency opportunities.

Education

• Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred).
• Technical certifications in Oracle EPM Cloud (FCCS, Planning, ARCS, EDM) highly desirable.

Experience

• 5+ years in accounting, financial reporting, or corporate finance roles.
• 3+ years hands‑on Oracle EPM or Hyperion administration experience (FCCS, Planning, HFM, ARCS, etc.).
• Demonstrated success in consolidations, forecasting, intercompany, or data governance initiatives.
• Experience in automotive or manufacturing industry a plus.
• Strong understanding of US GAAP, consolidations, tax, and intercompany.
• Technical proficiency in EPM metadata, rules, Smart View, and integrations.
• Strong analytical and problem‑solving mindset; ability…