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Oracle EPM Senior Consultant-Planning

Azdan Business Analytics
Cairo, Egypt
Posted 5 months ago
10Applicants for2 open positions
  • 7Viewed
  • 0In Consideration
  • 6Not Selected
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Job Details

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Job Description

The role of an EPM Senior Consultant specializing in Planning involves providing expertise and guidance in the implementation and optimisation 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, analyse business processes, and design EPM Planning solutions tailored to their needs. 
  • Configure and customise 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 Optimisation: 

  • 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.


Job Requirements

  • 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


  • Bachelor's or master's degree in finance, accounting, computer science, or a related field.

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