Oracle EPM Functional Lead

Oracle EPM Functional Lead

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

About Broadridge

Broadridge, a global fintech leader with 50 years in revenue, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.

The world’s leading companies and financial institutions recognize us as an invaluable partner. We handle millions of trades a day, touching trillions of dollars, deliver essential communications for over 5,000 brands and manage shareholder voting in 90 countries.

Basic Purpose:

Under the direction, guidance, and oversight of the Senior Director – Finance Systems the Senior Oracle EPM Functional Consultant will help drive the strategic direction of Finance Operations by leading process improvement and transformation across Oracle EPM platforms. This role will support financial consolidation, tax reporting, account reconciliation, and enterprise data management by reviewing existing Oracle and non-Oracle processes, identifying opportunities to improve efficiency, accuracy, controls, and user experience, and executing approved enhancements.

Job Responsibilities:

• Serve as a senior functional lead for Oracle EPM solutions, with primary expertise in FCCS, TRCS, ARCS, and EDMCS.
• Lead the design, configuration, and enhancement of Oracle EPM applications to support financial consolidation, tax reporting, account reconciliation, and master data governance.
• Review current-state business processes across Oracle and non-Oracle systems and recommend opportunities to improve efficiency, accuracy, automation, and user experience.
• Gather, analyze, and document business requirements, process flows, fit-gap assessments, and functional design specifications.
• Support and lead conference room pilots, solution workshops, system testing, user acceptance testing, and production cutover activities.
• Provide functional guidance and best practices to the Finance Systems team and business stakeholders throughout implementation and support activities.
• Manage functional issues, troubleshoot application defects, and work closely with internal support teams and Oracle Support to drive timely resolution.
• Support system conversions, data migrations, metadata updates, hierarchy maintenance, and integration touchpoints across Oracle EPM and source systems.
• Partner with Finance, Accounting, Tax, and Master Data stakeholders to ensure solutions align with business controls, reporting needs, and operational objectives.
• Document functional designs, setup decisions, test scripts, training materials, and support documentation to ensure strong governance and knowledge transfer.

Preferred Qualifications:

• Bachelor’s degree in information technology, Information Systems, Finance, Accounting, or a related discipline.
• A minimum of 5 years of experience as a functional lead supporting Oracle EPM Cloud solutions.
• Strong hands-on experience with FCCS, TRCS, ARCS, and EDMCS.
• At least 2 full lifecycle Oracle EPM implementations, including requirements gathering, design, configuration, testing, deployment, and post-go-live support.
• Demonstrated experience leading fit-gap analysis, CRPs, functional configuration, SIT/UAT, client training, and go-live support.
• Experience preparing solution designs, functional specifications, setup documentation, test scripts, and training materials.
• Solid understanding of financial close, consolidation, tax reporting, account reconciliation, metadata governance, and enterprise master data processes.
• Experience working in both Waterfall and Agile delivery environments.
• Strong analytical and problem-solving skills with the ability to think logically and recommend practical solutions.
• Oracle EPM Cloud certifications are preferred.

Why Join Us

• Opportunity to work on strategic Oracle Cloud ERP, AWS, Snowflake, and/or Power BI transformation initiatives
• Exposure to Oracle Fusion Cloud and enterprise-scale process improvements
• Collaborative environment focused on innovation, automation and operational excellence
• Work with global teams and contribute to high-impact finance and technology programs
• Be part of a trusted global fintech organization with strong market presence

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Experience Level

Senior Level