Oracle EPM System Specialist 1

Oracle EPM System Specialist

Job Description

Department:Finance

Job Status:Full-Time

FLSA Status:Salary-Exempt

Reports To:Senior FP&A Manager

Location:The Woodlands, TX

Amount of Travel Required:Less than 10%

Work Schedule:Monday through Friday, 8:00 a.m. - 5:00 p.m.; Overtime as Needed

Positions Supervised:N/A

AIP Level:7

POSITION SUMMARY:We are seeking a skilled Oracle EPM Administrator to join our Finance / FP&A team. This role is responsible for the day-to-day administration, maintenance, and continuous improvement of the Oracle Enterprise Performance Management (EPM) platform - specifically Oracle Fusion / Oracle Cloud EPM - supporting the company’s financial planning, budgeting, forecasting, and reporting processes. The Oracle EPM Administrator ensures system availability, data integrity, and optimal performance across planning cycles while enabling accurate, timely decision support for finance leadership.

The ideal candidate combines strong technical Oracle EPM skills with solid FP&A process knowledge. This position works closely with FP&A, Accounting, IT, and Operations to translate business requirements into reliable EPM solutions, maintain robust calculation and data-integration processes, and continuously improve planning models, reports, and dashboards that underpin the company’s financial planning cycles.

ESSENTIAL FUNCTIONS:(The following duties and responsibilities are all essential job functions, as defined by the ADA, except for those that begin with the word "may.")

Oracle EPM System Administration

• Configure and maintain PBCS and FCCS and Narrative Reporting application settings, metadata, dimensions, and configuration.
• Maintain artifact-level security within PBCS and FCCS and Narrative Reporting (forms, task lists, planning units, report packages).
• Coordinate with IT on environment refresh/migration timing; validate application content and data integrity afterward. Infrastructure-level refresh execution is owned by IT.
• Monitor application-level performance (calc run times, form/report load times, batch job statuses); escalate infrastructure issues to IT.
• Maintains the Oracle EPM Chart of Accounts hierarchy, metadata, and account mappings across planning and reporting models to ensure consistency with Oracle ERP and support accurate financial reporting.
• Coordinate upgrades, patches, and enhancements with IT and Oracle Support, validating changes before production deployment.
• Responsible for testing all EPM-related updates once released by the IT Oracle Administrator, validating functionality before sign-off.

Forecasting and Budgeting Support

• Support monthly, quarterly, and annual forecasting and budgeting cycles within Oracle EPM, ensuring templates and models are ready for each cycle.
• Maintain and enhance driver-based planning models, data entry forms, and planning templates used by FP&A and business stakeholders.
• Collaborate with the FP&A team on planning assumptions, template design, and process timelines to improve forecast quality and cycle efficiency.
• Troubleshoot user issues during active planning cycles and provide timely resolution to keep submissions on schedule.

Version Control and Scenario Development

• Maintain version control across planning cycles, including budget, forecast, actuals, and what-if scenario versions.
• Build and manage scenario models (base case, upside, downside, and stress tests) to support executive decision-making.
• Document application changes, version histories, and environment configurations to support auditability and knowledge transfer.
• Coordinate version freezes, copies, and promotions in alignment with FP&A calendar milestones.

Rules, Calculations, and Modeling Logic

• Develop, maintain, and optimize calculation rules, business rules, Groovy scripts, and member formulas within Oracle EPM.
• Continuously improve modeling logic for accuracy, efficiency, and scalability as business requirements evolve.
• Automate repetitive planning and reporting tasks to reduce manual effort and improve cycle time.
• Test and validate calculation changes in non-production environments prior to production release.

Actuals Loading and Data Validation

• Manage the loading of actuals from source systems (ERP, GL, and sub-ledgers) into Oracle EPM using Data Management / FDMEE / Data Integration.
• Perform data validation, reconciliation, and quality checks to ensure accuracy and completeness of financial data.
• Troubleshoot and resolve data load errors, mapping issues, and reconciliation variances in a timely manner.
• Maintain data maps, import formats, and integration jobs; coordinate with Accounting and IT on source-system changes.

Reporting and Dashboards

• Design and maintain reports, dashboards, and data forms within Oracle EPM using Smart View, Financial Reporting Studio, and Narrative Reporting.
• Support ad hoc financial reporting and analysis requests from FP&A and business stakeholders.
• Deliver timely, accurate, and insightful reporting packages for finance leadership.
• Standardize report formats and distribution processes to improve consistency and reduce manual preparation effort.

Process Improvement and Documentation

• Identify and implement opportunities to streamline EPM processes and enhance system capabilities.
• Develop and maintain SOPs, technical documentation, and user guides for Oracle EPM processes and configurations.
• Provide training and end-user support; serve as the internal subject matter expert for Oracle EPM.
• Champion continuous improvement initiatives that strengthen data governance, controls, and operational efficiency.

Cross-Functional Collaboration

• Partner with FP&A, Accounting, IT, and Operations to understand business requirements and translate them into EPM solutions.
• Act as liaison between Finance and IT for Oracle EPM-related projects, issues, and enhancements.
• Support audit requests, compliance reviews, and financial close activities as needed.
• Communicate system changes, outages, and release impacts to affected stakeholders in a clear and timely manner.

• Performs other related duties as assigned to assist with successful operations and business continuity.

Qualifications

POSITION REQUIREMENTS:

• Must be legally authorized to work in the United States without the need for sponsorship.
• Must be at least 18 years of age or older.
• Successfully passes all applicable general pre-employment testing including but not limited to background check, pre-employment drug screening, pre-employment fit tests, pre-employment aptitude and/or competency assessment(s).
• Overtime may be required and in person, predictable attendance in The Woodlands, TX
• Valid U.S. Driver's License required. Most employment is contingent upon meeting company driving standards, including 3-year U.S. driving history and an acceptable Motor Vehicle Record (MVR) in accordance with Company policy.

EDUCATION/EXPERIENCE LEVEL

• Education: Bachelor’s degree in finance, Accounting, Information Systems, Computer Science, or a related field required.  An equivalent combination of education, specialized training, and relevant professional experience will be considered in lieu of a formal degree.
• Certification: Oracle EPM certifications (e.g., Oracle Certified Implementation Specialist – EPM) preferred but not required.
• Experience: 5-15 years of hands-on Oracle EPM administration experience (Oracle Fusion / Oracle Cloud EPM, Hyperion Planning, or equivalent); experience in a Finance or FP&A environment strongly preferred.

QUALIFICATIONS, SKILLS, COMPETENCIES, AND ABILITIES

• Proven hands-on experience administering Oracle Fusion / Oracle Cloud EPM (Planning, Consolidation, Narrative Reporting, or related modules).
• Proficiency in Oracle EPM calculation rules, Groovy scripting, member formulas, and business rules.
• Experience with Data Management / FDMEE / Data Integration for actuals loading and data mapping.
• Strong knowledge of EPM application architecture, dimension management, and security configuration.
• Proficiency in Oracle Smart View and Financial Reporting Studio.
• Solid understanding of FP&A processes: budgeting, forecasting, variance analysis, and financial consolidation.
• Experience with version control practices and managing multiple EPM environments (Dev/Test/Prod).
• Opportunity to support Oracle EPM integration with Sigma data visualization tool.
• Ability to design and maintain scenario models and financial planning templates.
• Strong analytical, organizational, and troubleshooting skills.
• Excellent written and verbal communication skills; ability to translate technical concepts for non-technical stakeholders.
• Knowledge of US GAAP financial reporting principles.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• High attention to detail and commitment to data accuracy.
• Commitment to continuous process improvement and operational excellence.
• Experience with ERP systems (Oracle Fusion preferred) and understanding of GL/sub-ledger integration with EPM.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Employees are frequently required to walk, sit, climb, bend, reach, and squat or kneel. The employee works primarily indoors and will be sitting for prolonged periods at a desk while typing on a computer, whether in a home office, corporate office, client office, or job site. The employee must be able to access and navigate each department at the organization's facilities. When required to visit a wellsite, the work environment may include exposure to hazardous materials, operating conditions, audio levels up to 85 dB, inclement weather, and extreme temperatures (both hot and cold). Given these conditions, employees visiting a pad site are required to wear company-mandated and company-issued Personal Protective Equipment (PPE), including Category 2 fire retardant coveralls or Category 2 shirt/jeans combination, safety hat, steel-toe boots, safety glasses, ear protection, and designated safety gloves according to role. Employees must strictly adhere to all safety policies, including the Companies' Life Saving Rules and procedures at all times. Employees must be able to independently lift 25 lbs.

Work hours may include early morning, late evenings, and weekends, depending on business necessity.

AAP /EEO STATEMENT

The Company is committed to the cause of equal employment opportunity for all employees and applicants, thus abiding by all applicable state and federal laws. Our practices regarding employment, job promotion, compensation, training, and termination do not discriminate on the basis of race, color, religious creed, age, sex, national origin, veteran's status, disability, pregnancy, genetic information, or any other legally protected status. It is expected that all employees, both management and staff, will fully support these nondiscriminatory policies.

The company has reviewed this job description to ensure essential functions and duties have been included. It is not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities.

Last Revised 08/26