Oracle EPM Techno-Functional Consultant; Planning
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-01-13
Listing for:
Triune Infomatics Inc
Full Time
position Listed on 2026-01-13
Job specializations:
-
IT/Tech
Data Analyst, Data Engineer, Oracle Specialist/ Consultant, IT Consultant
Job Description & How to Apply Below
Role:
Oracle EPM Techno-Functional Consultant (Planning)
Location:
Bay Area, CA
Duration: 6 Months
We are seeking an experienced Oracle EPM Techno-Functional Consultant with strong expertise in Oracle EPM Cloud Planning to support end-to-end implementation, enhancements, and support activities. This role requires a balanced mix of functional FP&A knowledge and technical hands‑on skills in Oracle EPM. The position is local to California and may require onsite or hybrid presence based on project needs.
Key Responsibilities:- Functional Responsibilities
- Work closely with Finance, FP&A, and business stakeholders to gather and analyse business requirements
- Translate business and financial planning requirements into Oracle EPM Planning solutions
- Support budgeting, forecasting, rolling forecasts, and what‑if/scenario modelling
- Design approval hierarchies, workflows, and planning processes
- Participate in UAT, user training, and stakeholder walkthroughs
- Technical Responsibilities
- Configure and implement Oracle EPM Cloud Planning (EPBCS/PBCS) applications
- Design and build dimensions, hierarchies, metadata, and security
- Develop and maintain business rules and calculations using Calc Manager
- Build and customize data forms, dashboards, and reports
- Design and support data integrations using Data Management / FDMEE / EPM Data Integration
- Support Smart View reporting and ad‑hoc analysis
- Perform system testing, deployment, and performance tuning
- Provide post-go-live support and ongoing enhancements
Qualifications:
- 6 years of experience in Oracle EPM / Hyperion with a strong techno-functional focus
- Hands‑on experience with Oracle EPM Cloud Planning (EPBCS/PBCS)
- Strong understanding of FP&A processes
, budgeting, forecasting, and financial modelling - Strong hands‑on experience with:
- Business Rules / Calc Manager
- Dimensions, metadata, and security
- Forms, dashboards, and approvals
- Data Management / FDMEE / EPM Data Integration
- Smart View
- Solid understanding of Essbase and dimensional modelling concepts
- Strong SQL and data analysis skills
- Excellent communication skills with the ability to work directly with business users
Skills:
- Experience with FCCS (Financial Consolidation and Close Cloud)
- Exposure to Narrative Reporting or Account Reconciliation Cloud (ARCS)
- Oracle EPM Cloud certifications
- Experience integrating EPM with Oracle Fusion ERP, EBS, or other ERPs
- Experience working in public sector, utilities, or large enterprise environments
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