Senior FP&A Planning Analyst (Oracle EPM)

 

Senior FP&A Planning Analyst (Oracle EPM) 

Hybrid – Cary, North Carolina or US - Remote

 

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About the job

The Global FP&A team is seeking a senior FP&A professional with deep Oracle Cloud EPM Planning expertise to lead enterprise forecasting, budgeting, scenario modeling, and long-range planning capabilities.

 

This is a senior FP&A role accountable for planning processes, financial logic, assumptions, and business outcomes, with Oracle Cloud EPM Planning as the primary enabling platform. The role partners closely with FP&A leadership, Finance Data & Analytics, and IT, to deliver scalable and well‑governed planning solutions aligned to enterprise standards.

 

As a Senior FP&A Planning Analyst, you will:

Lead FP&A planning, forecasting, and scenario modeling enabled by Oracle EPM

• Own FP&A planning processes supporting annual budgets, rolling forecasts, and long‑range strategic plans.
• Partner with FP&A leadership to assess business performance, risks, opportunities, and scenarios aligned to strategic objectives.

Design and own FP&A planning models and financial logic

• Define and own FP&A planning models within Oracle EPM, including financial structures, drivers, assumptions, scenarios, and business logic aligned to how the business operates.
• Translate FP&A questions and decision needs into scalable, driver‑based planning models.

Partner on Oracle EPM build, design and testing, and deployment

• Partner with Finance Data & Analytics and IT teams on the configuration, build, design and testing, and deployment of Oracle Cloud EPM Planning solutions in accordance with enterprise architecture and platform standards.
• Serve as the finance functional owner throughout planning cycle delivery and enhancements.

Develop and maintain FP&A planning logic and business rules

• Design, maintain, and continuously improve financial calculations, planning logic, and business rules within Oracle EPM that support forecasting accuracy and decision‑making.
• Work within established Oracle EPM and enterprise data standards, partnering as needed on technical optimization and performance.

Strengthen forecast integrity, governance, and controls

• Define FP&A data requirements, reconciliation logic, controls, and validation rules for data flowing into Planning from source systems (e.g., GL, Close).
• Partner with IT and Finance Data & Analytics, to ensure data quality, auditability, and traceability.
• Establish and maintain planning governance, version control, and assumption management across planning cycles.

Modernize FP&A processes by transitioning Excel‑based planning into EPM

• Identify high‑value forecasting and planning processes currently managed in Excel and define requirements to transition them into governed Oracle EPM solutions.
• Partner with Finance Data & Analytics and IT to deliver scalable implementations that balance analytical flexibility with control.

Provide functional leadership for FP&A planning processes enabled by EPM

• Facilitate FP&A working sessions, review model outputs, coach analysts, and ensure alignment with finance best practices and business objectives.
• Coordinate closely with IT, Finance Data & Analytics, and external partners while retaining ownership of FP&A assumptions, logic, and outcomes.
• Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do. 

Required qualifications 

• Bachelor's degree in Accounting, Finance, Information Systems or related field.
• Typically requires eight years’ experience working in financial or accounting systems support. Experience in the following areas desired: change management and process analysis, systems implementation, administration, auditing, and financial reporting. Experience directly related to area of assignment may be used to satisfy the above requirements.
• Exp