EPM Analyst

Hyperion Finance Analyst  (EPM) Position Summary

The EPM Analyst is responsible for supporting, enhancing, and maintaining Enterprise Performance Management (EPM) solutions that enable budgeting, forecasting, financial reporting, workforce planning, and management reporting. This role partners closely with Finance, Accounting, FP&A, and IT teams to ensure EPM applications are reliable, scalable, and aligned with business objectives.

The ideal candidate combines strong technical expertise, financial process knowledge, analytical rigor, and a continuous improvement mindset. This individual is expected to demonstrate GEM behaviors by identifying opportunities that improve business performance, taking ownership of outcomes, and elevating the effectiveness of teams through collaboration, knowledge sharing, and problem-solving. 

Key Responsibilities

Application Support & Administration

• Provide day-to-day support for EPM applications and business users, ensuring reliable system performance and timely issue resolution.
• Monitor application health and proactively identify risks, root causes, and corrective actions.
• Manage application metadata, dimensions, security, and user provisioning with a high degree of accuracy and accountability.
• Coordinate monthly, quarterly, and annual planning cycles while ensuring business commitments and deadlines are met.
• Act as a trusted owner of assigned EPM processes, continuously seeking opportunities to improve reliability and user experience.  Business Process Support

Business Process Support 

• Support budgeting, forecasting, long-range planning, and financial close processes that enable data-driven business decisions.
• Partner with Finance and FP&A stakeholders to understand evolving business needs and identify opportunities to improve planning effectiveness.
• Analyze business processes and recommend automation, standardization, and efficiency improvements.
• Utilize financial and operational insights to support better resource allocation, forecasting accuracy, and business performance.
• Document business requirements and functional specifications that align technology solutions with business outcomes. 

Development & Configuration

• Configure planning forms, dashboards, business rules, and reports to meet business requirements.
• Develop and maintain calculation scripts, automation routines, and workflow improvements.
• Support integrations between EPM, ERP, Data Warehouse, and reporting environments.
• Perform impact analysis, testing, and validation for system enhancements, upgrades, and patches.
• Make sound decisions using data and business judgment while balancing short-term needs and long-term sustainability. 

Reporting & Analytics

• Develop and maintain financial reports, Smart View templates, and management dashboards that provide actionable business insights.
• Ensure consistency, accuracy, and integrity of financial reporting across platforms.
• Support ad hoc analysis for Finance leadership and business partners.
• Translate complex financial and system data into clear recommendations that improve decision-making and business outcomes.
• Challenge existing processes and identify innovative ways to improve reporting efficiency and stakeholder value

Data Management & Integration

• Manage data loads, data validation, and reconciliation processes.
• Troubleshoot integration issues and collaborate across teams to resolve root causes.
• Ensure data integrity across interconnected systems and reporting environments.
• Develop sustainable solutions that improve data quality, transparency, and operational efficiency. 

Testing & Quality Assurance

• Perform unit testing, system testing, and user acceptance testing (UAT).
• Validate system enhancements, bug fixes, and process improvements before deployment.
• Document test plans, outcomes, and lessons learned.
• Share knowledge, best practices, and expertise with business users and team members to improve organizational capability.
• Foster strong cross-functional partnerships by collaborating effectively and supporting successful adoption of new solutions.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or related field.
• 3-7 years of experience supporting Enterprise Performance Management solutions.
• Experience with:
  • Oracle EPM Cloud (EPBCS/PBCS)
  • Hyperion Planning
  • Smart View
  • Financial Reporting
  • Data Management / Data Integration
• Strong understanding of:
  • Budgeting and Forecasting
  • Financial Statements
  • Financial Planning Processes
  • Management Reporting
• Experience collaborating with Finance and Accounting organizations.
• Strong analytical, problem-solving, and communication skills.
• Demonstrated ability to influence outcomes through collaboration rather than authority.

Preferred Qualifications

• Experience with Oracle ARCS (Account Reconciliation).
• Knowledge of FCCS, EDMCS, and Narrative Reporting.
• Experience with Groovy scripting and Calculation Manager.
• Familiarity with EPM Automate and REST APIs.
• Experience with Oracle ERP Cloud or Oracle EBS integrations.
• Knowledge of Power BI, Fabric, or other analytics platforms.
• Oracle EPM certifications preferred.

What Success Looks Like

In this role, you will leverage technical expertise, financial process knowledge, and business partnership skills to improve planning capabilities, strengthen decision-making, enhance data quality, and enable scalable financial processes. 

Be a Growth Leader

• Understands how work connects to broader business objectives and financial outcomes.
• Identifies opportunities to simplify processes, improve user experience, and create business value.
• Uses data and insights to drive continuous improvement and informed decision-making.
• Challenges conventional thinking and proactively recommends better solutions. 

Practice Extreme Ownership

• Takes accountability for commitments, quality, and results.
• Acts with urgency to resolve issues and remove obstacles.
• Demonstrates sound judgment, adaptability, and resilience in changing environments.
• Makes fact-based decisions and follows through to completion. 

Be a Multiplier

• Builds strong partnerships across Finance, IT, and business teams.
• Shares expertise and helps others become more effective.
• Demonstrates humility, self-awareness, and a continuous learning mindset.
• Collaborates across organizational boundaries to achieve shared outcomes.