EPM Planning Specialist

About This Role

This role supports Oracle EPM Planning implementations by configuring Planning modules, building driver-based models, and assisting with integrations. It involves collaborating with finance and IT teams to clarify requirements and contribute to solution design.

Responsibilities

• Support delivery of Oracle EPM Planning implementations across requirements gathering, design, configuration, testing, and deployment.
• Configure Planning modules, including forms, rules, calculations, approval workflows, and reporting, based on defined business processes.
• Assist in building driver-based models, forecasting logic, and planning structures across FP&A, Workforce, Capex, and operational planning use cases.
• Support integrations between Planning and ERP/EPM systems, ensuring accurate data mapping, metadata alignment, and load automation.
• Collaborate with Finance, IT, and functional teams to clarify requirements and contribute to solution design discussions.
• Utilize Groovy scripting to build or enhance Planning rules, validations, and automation.
• Prepare documentation, testing artifacts, and post–go-live support materials, ensuring quality and consistency.
• Participate in internal knowledge-sharing, asset development, and continuous learning initiatives within the EPM practice.

Requirements

• 3+ years of Oracle EPM experience
• 2+ years hands-on expertise in Planning configuration (forms, rules, business logic, workflows, and reporting)
• 2+ years supporting Planning integrations with ERP, data platforms, or other EPM modules (FCC, PCM/EPCM, ARCS, EDM)
• 2+ years participating in requirements workshops, testing cycles, or client review sessions
• 2+ years of consulting experience (professional services or systems integration environment)

Qualifications

• Bachelor’s degree or equivalent (minimum 12 years work experience)
• Minimum of 3 years of Oracle EPM experience with a minimum of 2 years hands-on expertise in Planning configuration, 2 years supporting Planning integrations, and 2 years participating in requirements workshops/testing/client review sessions. Minimum 2 years consulting experience.

Nice to Have

• Hands-on experience with Workforce, Capex, or Project Planning modules
• Experience using Groovy, Calculation Manager, or EPM Automate
• Exposure to predictive planning or scenario modeling
• Contributed to planning solution design discussions or helped troubleshoot integrations
• Oracle Planning Cloud certification

Skills

* Required skills