fp&a analyst (epm / oracle)

This role owns recurring system-driven deliverables tied to monthly close, forecast
cycles, and management reporting.
The role requires hands-on experience with Oracle EPM (Hyperion/Planning), including
Smart View reporting, data validation, and maintaining system structures. The focus is
on accuracy, consistency, and ensuring finance outputs tie across systems and
reporting.Key Responsibilities
Oracle EPM Reporting (Smart View)
 Run and refresh Smart View reports on a monthly and quarterly cadence (P&L,
balance sheet, cash flow, departmental reporting)
 Maintain and update Smart View templates used for FBR, forecast, and close
reporting
 Validate that report outputs tie to system data and reporting packages
 Support distribution of finalized reports to finance stakeholders
Data Validation & Reconciliation
 Reconcile data between Oracle EPM, ERP (Oracle), and offline Excel models
 Validate actuals and forecast data loads within EPM (including entity, department,
and account mappings)
 Identify and resolve data mismatches across systems and reporting outputs
 Ensure consistency between EPM outputs and management reporting
System Maintenance (Oracle EPM / Hyperion)
 Maintain metadata, including hierarchies (entities, departments, accounts) and
mappings
 Support updates to reporting dimensions and system structures Assist with user access, form updates, and basic system configuration changes
 Document system logic, mappings, and reporting structures
Forecast & Planning Cycle Support
 Support forecast and budget cycles within Oracle EPM (data uploads,
validations, and tie-outs)
 Validate forecast submissions and ensure alignment with reporting outputs
 Track and resolve system issues during planning cycles
 Maintain planning templates and ensure consistent usage across teams
Reporting Infrastructure & Improvement
 Improve Smart View reporting templates to reduce manual adjustments
 Standardize reporting outputs across finance
 Identify opportunities to automate recurring reporting within EPM
 Partner with FP&A and Accounting to improve data flow between ERP and EPM
Execution & Controls
 Deliver all system outputs accurately and on time for close and forecast cycles
 Perform validation checks prior to report distribution
 Maintain version control and file integrity across reporting outputs
 Escalate data or system issues early with clear root cause
Ways of Working
 Work is structured around monthly close and forecast cycles
 Deliverables are system-driven and deadline-sensitive
 Strong discipline required for data validation, tie-outs, and documentation
 Success is measured by data accuracy, system reliability, and reduced manual
interventionWhat We Are Looking For
Required
 7+ years of experience working with Oracle EPM / Hyperion Planning
 Hands-on experience with Smart View (building, refreshing, and maintaining
reports)
 Experience supporting close and forecast cycles within EPM systems
 Strong understanding of financial statements (P&L, balance sheet, cash flow)
 Advanced Excel skills, including working with system-linked reports
 Experience reconciling data between ERP and EPM systems Strong attention to detail and ability to manage recurring system tasksPreferred
 Experience with Oracle ERP (GL, balances, data extracts)
 Familiarity with metadata management (hierarchies, dimensions, mappings)
 Exposure to cash flow or working capital reporting within EPM
 Experience supporting system improvements or implementationsProfile Fit
This role is suited for someone who prefers working within systems, reporting
structures, and financial data rather than pure business partnering.
Strong candidates will:
 Be comfortable owning Smart View reporting and EPM outputs
 Have strong discipline around data validation and reconciliation
 Be effective at troubleshooting system and data issues
 Take a structured approach to maintaining and improving reporting infrastructureWhat Success Looks Like
 Smart View reports are accurate, consistent, and delivered on time
 EPM data ties cleanly to ERP and reporting outputs
 Forecast and close cycles run without system-related issues
 Reporting becomes more standardized and less manual over time

experience

15