EPM module – Planning and Forecasting resource

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)