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

COMPANY BACKGROUND

Founded in 2002, Apps Associates is a company acknowledged for our expertise, our values, a history of innovation and a strong commitment to our customers and employees. We offer the breadth of services and scale to make a difference while always treating every customer with the attention that they deserve. Today, we have over 1350 employees with exceptional retention of both staff and clients.

Apps Associates was formed based on the belief that there has to be a better way to deliver IT-centric services and solutions. It was founded on the principle of partnership with our customers based on trust, value, innovation and continuous improvement.

THE OPPORTUNITY

Join an organization with an exceptional work culture that values collaboration, client satisfaction, and employee well-being. You will be part of a talented, multi-disciplinary team where teamwork and professional growth are fundamental.

We are seeking an experienced Senior Principal Consultant – Oracle Cloud EPM Planning to lead strategic Oracle EPM implementations across North America. In this role, you will serve as a trusted advisor and Solution Lead, helping clients transform their planning, budgeting, forecasting, and reporting processes through scalable, integrated Oracle Cloud EPM solutions.

The ideal candidate combines deep Oracle EPM Planning expertise with strong FP&A knowledge, strategic thinking, and exceptional client leadership skills. This role offers the opportunity to lead complex engagements, drive finance transformation, mentor consulting teams, and contribute to the growth of our Oracle EPM practice.

PERKS

• Competitive Salary & Bonus
• GREAT Benefits (including Healthcare, 401K, Life Insurance)
• Flexible PTO
• Paid Training & Certifications
• Exposure to the Latest Technology
• Dynamic Teammates, Innovative Projects & MORE!

CULTURE

You will be joining a group of highly motivated people who understand that culture is everything. We live by our Apps Core Values – People Focused, Collaborative, Empowered, Growth Mindset, and Integrity.

WHAT YOU WILL BE DOING

• Serve as the Solution Lead and trusted advisor for strategic Oracle Cloud EPM engagements, partnering with CFOs, FP&A leaders, and Finance executives to drive planning transformation, process optimization, and management reporting strategies.
• Own the overall solution architecture, design, and delivery of enterprise-scale Oracle EPM Planning implementations, ensuring alignment with Oracle leading practices, client objectives, and broader finance transformation strategies.
• Lead client engagements to assess current-state FP&A processes, challenge legacy budgeting and forecasting approaches, and design scalable Oracle EPM solutions that leverage driver-based planning methodologies and finance transformation principles.
• Lead solution architecture across Financials, Workforce, Capital, Projects, and related planning processes, ensuring integrated planning capabilities aligned with enterprise business objectives.
• Provide architectural leadership and governance across financial models, dimensional structures, metadata, security, calculation frameworks, Groovy business rules, data forms, dashboards, and reporting solutions, ensuring scalability, performance, and maintainability.
• Lead integration strategy and architecture between Oracle EPM Planning and enterprise source systems, leveraging Data Exchange, Data Integration, EPM Automate, Integration Agent, REST APIs, and related technologies to deliver reliable, scalable, and automated data flows.
• Facilitate executive discovery sessions, requirements workshops, and solution design reviews, translating complex FP&A requirements into clear, comprehensive functional and technical design documentation.
• Provide end-to-end solution and delivery oversight across architecture, functional design, configuration, testing, deployment, training, and hypercare, ensuring successful project outcomes and client satisfaction.
• Provide strategic advisory on planning transformation, process improvement, automation, scenario modeling, forecasting optimization, and management reporting, leveraging Oracle EPM capabilities and industry leading practices.
• Develop and maintain strong client relationships through consultative leadership, finance process expertise, and strategic thought partnership.
• Lead and mentor onshore, offshore, and hybrid delivery teams, providing solution guidance, quality oversight, and knowledge transfer to strengthen long-term team capabilities and delivery excellence.
• Proactively manage project risks, scope changes, solution escalations, and stakeholder communications to ensure successful delivery and client satisfaction.
• Contribute to practice growth through pre-sales activities, solution estimation, proposal development, solution demonstrations, delivery methodology improvements, and thought leadership initiatives.

WHAT YOU NEED FOR THIS POSITION

Must-Have: Oracle EPM Planning (EPBCS)-Specific Skills

These qualifications are core requirements for the role:

• 8+ years of Oracle EPM Planning consulting experience, including demonstrated leadership of multiple full-cycle, enterprise-scale Oracle Cloud EPM Planning implementations as Solution Lead, Engagement Lead, or Lead Architect.
• Proven ability to independently lead complex Oracle EPM engagements with minimal management oversight, including executive stakeholder management, solution 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, with the ability to architect, develop, review, troubleshoot, and optimize complex calculation and automation solutions, including runtime prompts, validations, dynamic calculations, and data movement.
• Deep expertise in FP&A processes, including annual budgeting, rolling forecasts, long-range planning, scenario modeling, driver-based planning, variance analysis, profitability analysis, and management reporting, with demonstrated ability to assess and transform legacy planning processes.
• Strong 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 to support financial analysis, planning, and executive decision-making.
• Experience facilitating executive-level workshops, gathering complex planning requirements, and translating business objectives into scalable, sustainable Oracle EPM solutions.
• Strong troubleshooting, performance optimization, and architectural governance capabilities across Oracle EPM Planning applications, ensuring solution accuracy, scalability, and long-term sustainability.
• Exceptional client-facing, communication, and stakeholder management skills, with the ability to advise CFOs, FP&A leaders, Finance executives, and IT stakeholders on strategic finance transformation initiatives.
• Experience leading onshore, offshore, and hybrid delivery teams across complex or concurrent engagements, including mentoring consultants, overseeing solution quality, and driving delivery excellence.

Nice-to-Have: Broader EPM and Technical Skills

These qualifications add significant value:

• Familiarity with other Oracle Cloud EPM modules, including:
  • Financial Consolidation and Close (FCCS)
  • Account Reconciliation (ARCS)
  • Narrative Reporting (NR)
  • Profitability and Cost Management
  • Enterprise Data Management (EDM)
• Experience with Strategic Modeling, Predictive Planning, and advanced planning or forecasting capabilities.
• Experience integrating Oracle EPM Planning with enterprise applications such as Oracle ERP Cloud, SAP, Workday, and 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 strategies using EDM or DRM.
• Experience supporting clients across multiple industries, including public sector, high-tech, manufacturing, and professional services.
• Experience supporting pre-sales activities, including solution demonstrations, effort estimation, statement-of-work development, and executive presentations.
• Oracle certifications in additional EPM modules beyond Planning.

SKILLS

This role requires strong analytical and problem-solving skills, along with the ability to communicate effectively with external and internal stakeholders, both technical and non-technical. 

• Communication: Excellent verbal and written communication skills, with the ability to convey complex information clearly, concisely, and effectively to diverse audiences.
• Problem-Solving: Strong analytical and problem-solving skills, with the ability to assess challenges, recommend practical solutions, and deliver results that meet client expectations.
• Client Focus: Ability to understand client perspectives, anticipate needs, build trust, and develop strong professional relationships.
• Adaptability & Flexibility: Ability to adapt to changing priorities, manage competing demands, and maintain high-quality deliverables in a dynamic consulting environment.
• Time Management & Organization: Strong organizational and prioritization skills, with the ability to manage deadlines and deliver commitments effectively.
• Teamwork & Collaboration: Collaborative team player who actively supports colleagues, shares knowledge, and contributes to a positive and productive work environment.
• Presentation Skills: Ability to develop and deliver clear, engaging, and professional presentations tailored to the audience.
• Ownership & Accountability: Demonstrates initiative, takes responsibility for commitments, and follows through to ensure high-quality outcomes.

WHY APPS?

Apps Associates has a culture of extreme expertise built on trust and collaboration while ensuring competency and excellence which helps us build long term partnerships with our clients. This extreme expertise is only possible because of a pool of highly motivated, passionate and talented individuals who help address client’s core needs and thereby make a significant and positive difference in customer’s lives. In addition to excellent benefits. Apps Associates provides our employees with a robust platform for training, professional development and the ability to be certified which helps us continuously adapt, learn and maintain flexibility while delivering complex customer engagements.

Note: Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability veteran status or other protected class.  Apps Associates is an at-will employer.   Nothing in this job description shall be interpreted to be in conflict with or to eliminate or modify the at will employment status.

**** Equal Opportunity Employer Veterans/Disabled