ERP Specialist Advisor

ERP Specialist Advisor

Role purpose

Lead the functional design, migration, validation, and readiness of EPM and reporting capabilities required for the divested business unit, ensuring that management, statutory, operational, and reconciliation reporting is available in the target landscape at go-live.

Key responsibilities

• Assess existing EPM applications, OTBI analyses, BI Publisher reports, dashboards, financial reports, Smart View templates, extracts, and scheduled reporting jobs in the source environment.
• Determine which reports should be migrated, rebuilt, retired, simplified, or replaced for the divested business unit.
• Define reporting requirements for finance, procurement, projects, HCM, payroll, close, reconciliation, compliance, and executive reporting.
• Validate reporting dimensions, hierarchies, chart of accounts, ledgers, legal entities, business units, project dimensions, employee dimensions, and EPM metadata alignment.
• Coordinate EPM metadata migration or rebuild, including members, hierarchies, forms, business rules, calculations, security, data maps, integrations, and Smart View packages.
• Define reporting security requirements, including data access by ledger, business unit, project, department, cost center, legal entity, and HR security context.
• Coordinate with technical developers to migrate or rebuild OTBI, BI Publisher, extracts, OIC integrations, bursting, and scheduling.
• Lead report validation against source reports and conversion reconciliation reports across mock cycles.
• Support close-readiness and go-live reporting packs for the divested entity.
• Support hypercare for report defects, metadata mismatches, security issues, missing schedules, and data reconciliation variances.

Required skills and experience

• Strong knowledge of Oracle EPM Cloud and Oracle Fusion reporting tools, including OTBI, BI Publisher, dashboards, Financial Reporting/Reports, and Smart View.
• Experience with finance and operational reporting in Oracle Fusion across GL, AP, AR, Projects, Procurement, HCM, and Payroll.
• Understanding of EPM metadata, dimensions, hierarchies, data forms, calculations, data loads, and security.
• Ability to rationalize large report inventories and define target-state reporting scope for a carve-out.
• Experience validating reports against migrated data, source reports, balances, and operational control totals.
• Good understanding of reporting security and segregation of duties in a separated environment.
• Ability to lead business workshops, report fit-gap analysis, test planning, and signoff.
• Strong communication skills for finance, HR, procurement, projects, and executive stakeholders.

Key deliverables

• EPM and reporting inventory with disposition: migrate, rebuild, retire, replace, or defer.
• Target reporting requirements and reporting security design.
• EPM metadata and hierarchy alignment specification.
• Report validation and reconciliation test pack.
• Cutover checklist for report migration, schedules, bursting, and data refreshes.
• Go-live reporting readiness signoff.
• Hypercare report issue tracker and triage process.

Success measures

• Critical reporting and EPM capabilities are available by go-live.
• Management, close, and operational reports reconcile to approved source/control totals.
• Reporting security works for the separated organization without exposing parent data.
• Business owners approve reporting readiness before go-live.

Typical collaboration points

Works closely with Finance, Procurement, Projects, HCM, Payroll, Data Migration Leads, Technical Developers, Security, Integration teams, and business reporting owners

Experience Level

Mid Level