What are the responsibilities and job description for the EPM module – Planning and Forecasting resource position at Marlabs?
Key Responsibilities
Business Consulting & Stakeholder Engagement
- Partner with Finance, Treasury, Risk, Commercial Banking, Retail Banking, and Technology stakeholders to gather and document business requirements.
- Conduct workshops to define future-state planning and forecasting processes.
- Translate business requirements into scalable EPM solution designs.
- Serve as a trusted advisor for finance transformation and performance management initiatives.
Planning & Forecasting
- Design and implement annual budgeting, rolling forecasts, strategic planning, and scenario modeling solutions.
- Develop driver-based forecasting models for:
- Net Interest Income (NII)
- Loan Growth
- Deposit Forecasting
- Non-Interest Income
- Operating Expenses
- Workforce Planning
- Capital Planning
- Support stress-testing and scenario analysis initiatives.
- Improve forecasting accuracy through automation and predictive planning techniques.
EPM Solution Design & Development
- Configure and support Planning & Forecasting applications within EPM platforms.
- Design metadata, dimensions, business rules, calculations, and planning workflows.
- Develop data integration frameworks between EPM, ERP, Data Warehouse, Treasury, and Banking systems.
- Build dashboards, management reports, KPI scorecards, and executive reporting packages.
Reporting & Analytics
- Support monthly, quarterly, and annual planning cycles.
- Perform variance analysis and management reporting.
- Develop profitability and cost allocation models.
- Enable self-service reporting capabilities for Finance users.
Governance & Controls
- Ensure compliance with banking governance standards, audit requirements, and internal controls.
- Support data quality, reconciliation, and validation processes.
- Define role-based security and workflow approval structures.
- Maintain documentation and adherence to SDLC processes.
Project Delivery & Leadership
- Lead EPM workstreams within large finance transformation programs.
- Provide solution estimates, project planning, and progress updates.
- Mentor junior consultants and offshore team members.
- Support testing, user training, deployment, and post-production support activities.
Required Qualifications
Education
- Bachelor's Degree in Finance, Accounting, Information Systems, Computer Science, or related field.
- MBA (Finance), CPA, CMA, CFA, or equivalent preferred.
Professional Experience
- 8 years of experience in EPM, FP&A, budgeting, and forecasting implementations.
- 5 years of hands-on experience with EPM Planning solutions.
- Experience working with Banking, Financial Services, or Capital Markets clients.
- Strong understanding of enterprise finance processes and regulatory environments.
Technical Skills
EPM Platforms (Any Combination)
- Oracle EPM Cloud (EPBCS/PBCS)
- Hyperion Planning
- FCCS
- OneStream
- Anaplan
- SAP Analytics Cloud Planning
- IBM Planning Analytics (TM1)
Data & Reporting
- Power BI
- Tableau
- SQL
- Data Integration and ETL Tools
- Financial Data Modeling
Preferred Technical Knowledge
- REST APIs
- Cloud Integrations
- Data Warehousing
- Azure/AWS Analytics Services
Banking Domain Expertise
Strong knowledge of:
- Retail Banking Operations
- Commercial Banking
- Treasury & Liquidity Management
- Asset Liability Management (ALM)
- Balance Sheet Forecasting
- Net Interest Margin (NIM)
- Loan and Deposit Planning
- CCAR / Stress Testing Concepts
- Capital Planning
- Management Reporting
- Financial Close and Consolidation Processes
Preferred Certifications
- Oracle EPM Cloud Certification
- Anaplan Certified Model Builder
- OneStream Certification
- Project Management Professional (PMP)
- Finance Certifications (CPA, CMA, CFA)