The role of an EPM Senior Consultant specializing in Planning involves providing expertise and guidance in the implementation and optimization of Enterprise Performance Management (EPM) solutions with a focus on Planning modules. The consultant works closely with clients to understand their business requirements and design solutions that align with their strategic goals.
Solution Design and Implementation: Collaborate with clients to gather requirements, analyze business processes, and design EPM Planning solutions tailored to their needs. Configure and customize Planning modules, including dimensions, hierarchies, data forms, workflows, and calculations. Project Management: Lead the end-to-end implementation of EPM Planning projects, including planning, resource allocation, task management, and coordination with client stakeholders. Monitor project progress, identify risks, and proactively address any issues to ensure successful project delivery. Business Process Improvement: Identify opportunities to optimize and streamline financial planning and budgeting processes. Provide recommendations on best practices and help clients improve their planning cycles, forecast accuracy, and reporting capabilities. Requirement Analysis: Conduct workshops and interviews with key stakeholders to elicit and document detailed business requirements. Translate business needs into technical specifications and functional designs for the EPM Planning solution. User Training and Support: Conduct user training sessions to ensure clients are proficient in using the EPM Planning solution. Provide ongoing support and troubleshooting to address user queries and issues. Data Integration and Validation: Work with technical teams to integrate EPM Planning solutions with various data sources and ensure data integrity and accuracy. Develop data validation and reconciliation procedures to ensure reliable planning data. Performance Optimization: Identify and implement performance tuning techniques to enhance the speed and efficiency of EPM Planning applications. Optimize calculations, aggregation methods, and data loading processes to improve system performance. Client Relationship Management: Build strong relationships with clients and serve as a trusted advisor on EPM Planning matters. Understand their long-term goals and provide guidance on leveraging EPM Planning capabilities to drive business growth and performance improvement. Stay Updated on EPM Trends: Stay abreast of the latest developments in EPM Planning technologies, tools, and industry best practices. Continuously expand knowledge and skills through training, certifications, and participation in professional communities.
Minimum 5 working experience in the finance field (Financial Planning / financial consolidation) Implemented three or more full cycle projects Strong expertise in EPM Planning solutions, preferably with experience in Oracle Hyperion Planning or Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS). Solid understanding of financial planning and budgeting processes, including revenue forecasting, expense planning, and financial reporting. Proficiency in EPM Planning configuration, including dimensions, hierarchies, data forms, business rules, and calculations. Experience in EPM Planning implementations, including requirements gathering, solution design, data integration, and user training. Strong analytical and problem-solving skills to identify and resolve issues in EPM Planning applications. Excellent communication and presentation skills to effectively interact with clients and articulate complex technical concepts to non-technical stakeholders. Project management skills to lead EPM Planning implementations and deliver projects within timelines and budget. Familiarity with data integration tools and techniques, such as ETL (Extract, Transform, Load) processes, data mapping, and data validation. Knowledge of financial accounting principles and financial modeling. Ability to work collaboratively in cross-functional teams and manage multiple client engagements simultaneously. must demonstrate a good understanding of functional aspects of financial planning, and reporting. Excellent verbal, written and listening English Skills CMA is a plus
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