PRINCIPAL / LEAD EPM CONSULTANT

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We are seeking a Principal EPM Consultant a recognized expert and trusted advisor who brings 15 years of enterprise performance management experience to complex, high-stakes engagements. This is a senior individual contributor and team leadership role, working directly with C-suite and VP-level finance and IT stakeholders at Bay Area s leading technology, biotech, and enterprise companies.

You will serve as the senior-most technical and functional authority on Oracle Cloud EPM programs, with deep expertise across EPBCS, EDMCS, ARCS, and/or FCCS. You will own delivery accountability for large-scale multi-module EPM transformations and drive the growth of our Bay Area practice.

Key Responsibilities

• Serve as the senior technical and functional authority on Oracle Cloud EPM programs, overseeing solution design across EPBCS, EDMCS, ARCS, and FCCS.
• Own end-to-end delivery accountability for large-scale, multi-module EPM transformations from discovery and blueprint through go-live and value realization.
• Act as the primary escalation point and executive sponsor liaison for key client accounts in the Bay Area region.
• Drive practice development: contribute to methodologies, accelerators, point-of-view documents, and internal knowledge repositories.
• Lead and mentor a team of 3 8 EPM consultants across engagements, providing technical oversight and career development guidance.
• Support business development through solution demos, RFP responses, and C-suite workshop facilitation.
• Maintain awareness of Oracle EPM product roadmap and advise clients on upgrade strategy, new features, and AI/ML-assisted planning capabilities.
  
  

CORE TECHNICAL EXPERTISE

• EPBCS Deep expertise across all modules: Financials, Workforce, Capital, Projects, and Strategic Modeling. Ability to architect multi-entity, multi-currency planning solutions for enterprise clients with complex driver-based models.
• EDMCS Mastery of enterprise data governance, hierarchy management, request workflows, dimension sharing across EPM applications, and integration with ERP/source systems.
• ARCS End-to-end delivery of Account Reconciliation and Transaction Matching implementations; compliance framework design; integration with Oracle ERP and third-party GL systems.
• FCCS Comprehensive consolidation architecture including intercompany eliminations, ownership management, currency translation, journal entries, and SEC/IFRS/GAAP reporting structures.
• Advanced proficiency in Groovy scripting, EPM Automate, REST APIs, and Data Integration / FDMEE pipeline design.
• Strong grasp of EPM infrastructure: OCI, identity management, security model design, and performance tuning.
  
  

Experience & Qualifications

• 15 years of progressive EPM consulting or in-house EPM leadership experience, with a minimum of 8 years on Oracle EPM platforms (Hyperion on-prem and/or Oracle Cloud EPM).
• Demonstrated track record delivering 10 full-lifecycle Oracle EPM implementations, including at least 3 in a lead or architect capacity.
• Deep functional knowledge of FP&A, financial consolidation, management reporting, and the Office of the CFO ideally including time in finance roles or at clients with $1B revenue.
• Proven ability to manage executive relationships, navigate organizational complexity, and present solutions to CFOs, Controllers, and Boards.
• Prior Big 4, Oracle Partner (Platinum/Gold), or top-tier EPM consultancy experience strongly preferred.
• Oracle EPM Cloud certifications required; Oracle ACE or equivalent recognition a strong plus.
• Bachelor s degree in Finance, Accounting, MIS, or related field required; MBA or CPA a significant advantage.
  
  

Leadership & Soft Skills

• Executive presence comfortable presenting, debating trade-offs, and driving decisions at VP/C-suite level.
• Strong written communication skills for architecture documents, proposals, and board-ready deliverables.
• Ability to simultaneously manage competing priorities across multiple active client engagements.
• Collaborative leadership style; proven track record building high-performing blended teams.
• Coaching mindset invests in the growth of junior and mid-level team members.
  
  

NICE TO HAVE

• Experience with Oracle ERP Cloud, SAP S/4HANA, or Workday Financials as EPM source systems.
• Familiarity with Narrative Reporting (EPRCS) for board packs, MD&A, and XBRL filings.
• Background in financial services, biotech, semiconductor, or SaaS common verticals in the Bay Area market.
• Exposure to Anaplan, OneStream, or Adaptive Insights for competitive positioning discussions.
• Experience with AI/ML-assisted planning features in Oracle EPM (predictive planning, anomaly detection).
  
  

This position is open to candidates authorized to work in the United States. Bay Area candidates or those willing to relocate preferred.