What are the responsibilities and job description for the Oracle Fusion Cloud EPM Associate position at Holistic Partners, Inc?
Position Title: Oracle Fusion Cloud EPM Associate
Job Location: Charlotte, NC(Remote)
Joining Mode: Full Time
Must Have Technical/Functional Skills
- 8-10 years Oracle EPM experience
- Strong hands-on experience in Planning (EPBCS / PBCS) ARCS (Reconciliation &
- Transaction Matching)
- Strong finance background
Oracle EPM Planning (Primary Focus)
- Configure and support Oracle EPM Planning (EPBCS / PBCS) applications for budgeting, forecasting, and scenario planning.
- Build and maintain planning models, dimensions, metadata, and security in alignment with finance requirements.
- Develop and support business rules / calculation scripts, web input forms, and planning dashboards.
- Support budget cycles, forecasts, and what-if analysis for finance users.
- Enable and support Smart View for Excel for reporting, analysis, and executive reviews.
- Assist in performance tuning and optimization of planning calculations.
ARCS & Transaction Matching
- Configure and support Oracle ARCS for account reconciliation and close processes.
- Build and maintain:
o Reconciliations, profiles, rules, and workflow approvals
o Transaction Matching rules, tolerances, and auto-matching logic
- Support reconciliation execution, exception handling, and close coordination with Controllership teams.
- Assist with audit support by providing reconciliation evidence and traceability.
EPM Data Integration & Automation:
- Support data integrations within Oracle EPM Cloud using Data Exchange, sourcing data from Oracle Fusion ERP, sub-ledgers, and flat files.
- Execute and monitor end-to-end data pipelines supporting Planning, ARCS, and Transaction Matching. ·
- Utilize EPM Automate for:
o Data and metadata loads
o Application backups and restores
o Environment execution and scheduling
- Troubleshoot data load issues and integration failures in collaboration with leads and architects.
- Validate data consistency between source systems and EPM targets.
Testing, UAT & Documentation
- Support User Acceptance Testing (UAT) activities, including test execution, defect tracking, and validation of fixes.
- Prepare and maintain functional documentation, configuration details, and user guides.
- Assist with user training and knowledge transfer activities to ensure operational readiness.
Generic Managerial Skills, If any
Stakeholder Collaboration
- Work closely with finance and accounting users to understand business requirements.
- Translate functional needs into EPM configurations under guidance from lead consultants or architects.
- Provide timely production support and resolution for Planning and ARCS issues.