Oracle EPCM Technical Specialist

What you will do

Functional and allocation leadership

● Lead discovery and impact analysis for new and changing segment, management,

transfer-pricing, accounting, and legal-entity allocations.

● Translate allocation intent into clear source-pool, driver/basis, target, offset, rule-sequencing,

and balancing requirements.

● Design and support accounting allocations across EPCM, forecast and planning models, ERP/GL

integrations, and downstream reporting platforms.

● Determine whether an allocation should run for actuals, forecast, or both; distinguish GL actuals

from planning-only actuals; and identify impacts to segment, SEC reporting, transfer pricing, tax,

intercompany, and legal-entity forecasting.

● Articulate allocation logic across key dimensions such as account, cost center, entity/legal entity,

brand, business model, location, product, intercompany, data type, currency, and scenario.

● Partner with Accounting, FP&A, Tax, Transfer Pricing, Controllership, and Technology

stakeholders to validate methodology, effective dates, assumptions, and business outcomes.

● Identify when a business requirement should be implemented as an EPCM allocation, a

governed integration, a metadata change, or a downstream reporting/Planning solution.

Technical implementation and engineering

● Configure and enhance Oracle EPCM/PCMCS models, allocation rules, custom calculations,

business rules, drivers, mappings, custom groupings, hierarchies, rates, formulas, and offset

logic.

● Build technical designs for allocation waterfalls and chained calculations, including dependency

sequencing, reciprocal intercompany entries, cost-plus calculations, residual-profit

methodologies, revenue and cost reclasses, royalty/platform fees, VAT/withholding

dependencies, and FX-related processing where applicable.

● Develop and maintain integrations and data pipelines between EPCM, ERP/GL, related finance

systems, data platforms, and reporting solutions.

● Use EPM Automate, Data Management/Data Integration, REST APIs, Groovy, Calculation

Manager, Smart View, and SQL or equivalent tools to automate data movement, rule execution,

validation, diagnostics, and operational tasks.

● Manage dimensionality and metadata dependencies, including member mappings, alternate

hierarchies, parent-child relationships, Data Type and Currency dimensions, substitution

variables, scenario/month configuration, and environment-level settings.

● Investigate non-producing, unbalanced, duplicated, or unexpected allocation results by tracing

source data, drivers, formulas, mappings, rule order, currencies, accounts, and legal-entity

intersections.

Testing, controls, and release management

● Validate results at the lowest meaningful output grain and reconcile source pools, drivers,

targets, offsets, reciprocal entries, account balances, legal-entity totals, and downstream

reporting outputs.

● Perform end-to-end testing from source systems through EPCM and reporting;

● Participate in peer/code/configuration reviews and ensure ticket traceability for requirements,

testing evidence, approvals, deployment artifacts, and post-production validation.

● Support SOX and other financial-control requirements, including segregation of duties, formal

business sign-off, audit evidence, change history, and controlled production migration.

● Lead or support close-calendar and month-end close readiness, including pre-close validation

and elevated support during critical Accounting and Forecast cycles.

Required qualifications and skills

Oracle EPM and technical depth

● Minimum 5+ years of hands-on experience implementing, enhancing, or supporting Oracle

EPCM with atleast 2 full life cycle implementation experience.

● Demonstrated ability to configure and troubleshoot allocation models, custom calculations,

business rules, drivers, mappings, custom groupings, source pools, targets, offsets, and rule

sequencing.

● Ability to investigate balancing and variance issues by tracing the complete path from source

pool to driver/basis to target and offset, then reconcile the resulting balances to expected

financial outcomes.

● Strong experience with at least several of the following: Groovy, EPM Automate, REST APIs, Data

Management/Data Integration, Calculation Manager, Smart View, MDX, or equivalent EPM

automation and diagnostics tools.

● Experience designing or supporting integrations between Oracle EPCM and ERP/GL, related

finance systems, data platforms, or reporting systems.

● Strong understanding of multidimensional modeling, chart-of-accounts structures, metadata

governance, alternate hierarchies, dimensional mappings, and environment promotion

practices.

● Ability to produce clear technical designs, configuration documentation, test evidence,

deployment plans, rollback plans, and support runbooks.

Functional and accounting expertise

● Strong understanding of accounting allocation processes and the ability to explain how a

business requirement becomes a system calculation.

● Experience with multiple allocation types, including segment allocations, management

allocations, transfer-pricing allocations, legal-entity allocations, shared-cost allocations,

cost-plus, revenue/cost reclassification, and intercompany allocations.

● Practical experience working with both accounting actuals and forecast/planning allocations.

● Working knowledge of source pools, drivers/bases, targets, offsets, balancing, sign conventions,

reclasses, true-ups, effective dating, intercompany, FX, and reconciliation to the general ledger or

reporting layer.

● Ability to assess downstream impacts across Accounting, FP&A, Tax, Transfer Pricing,

Controllership, segment reporting, SEC reporting, legal-entity reporting, and forecast processes.

Preferred or nice-to-have qualifications

● Oracle EPM Cloud certification, Oracle EPCM/PCMCS certification, or related Oracle EPM

credentials.

● Experience with related Oracle EPM components, ERP/GL integrations, data-management

platforms, reporting tools, or multidimensional databases.

● Experience implementing or supporting transfer pricing, tax, intercompany, residual-profit,

cost-plus, royalty/platform-fee, VAT/withholding, or FX allocation logic.

● Knowledge of SOX, ITGC, ITIL incident/change management, release governance, and

segregation-of-duties controls.

● Experience with performance tuning of calculation models, aggregation views, Smart

View/reporting workbooks, or high-volume EPM data pipelines.

● Experience working with global legal entities, multiple currencies, local and corporate ledgers,

intercompany accounting, and country-specific effective-date requirements.