Oracle EPM Managed Services Consultant

Ascend Partners is a trusted advisor in Enterprise Performance Management (EPM) consulting, serving clients globally from our headquarters in New York, NY. We focus exclusively on the OneStream platform, delivering sophisticated implementations for organizations around the world. Our global experience, deep product knowledge, and alignment with OneStream's commitment to quality and 100% customer success have earned us recognition as a trusted Diamond partner.

Position Summary

The Oracle EPM Managed Services Consultant is responsible for the ongoing support, administration, maintenance, and enhancements of clients’ Oracle Enterprise Performance Management applications. The role requires strong Oracle EPM expertise, an understanding of finance processes, and the ability to resolve functional and technical issues. The role balances day-to-day production support and ticket resolution with planned enhancements and contributions to small-to-medium enhancement projects that improve client EPM applications.

Day-to-day responsibilities include managing incidents and service requests, monitoring integrations and application processes, maintaining configurations, supporting critical financial cycles, and delivering approved enhancements. The consultant works closely with client finance and IT teams to maintain reliable applications and meet agreed service-level commitments.

The successful candidate takes ownership of assigned client environments, communicates clearly, and operates independently while coordinating with Managed Services leadership on priorities, escalations, and matters outside the agreed support scope.

Position Responsibilities

Product Support and Issue Resolution

• Provide ongoing functional and technical support for assigned Oracle EPM applications, including Planning (EPBCS), Financial Consolidation and Close (FCC), Account Reconciliation (ARCS), and Narrative Reporting, as applicable.
• Manage incidents and service requests from intake through resolution, maintaining accurate ticket records and timely client updates.
• Assess business impact and urgency to prioritize work in accordance with service-level agreements (SLAs).
• Troubleshoot calculation errors, consolidation issues, data discrepancies, integration failures, reporting problems, and access issues.
• Perform root-cause analysis and implement preventive measures to reduce recurring incidents.
• Coordinate with Oracle Support on service requests, product defects, and complex issues.
• Escalate service risks, critical incidents, and unresolved issues promptly to Managed Services leadership.

Application Administration and Maintenance

• Maintain dimensions, hierarchies, forms, business rules, reports, dashboards, substitution variables, and application settings.
• Administer user access and security based on approved client requests and access-control procedures.
• Monitor scheduled jobs, data loads, integrations, and application performance; investigate failures and validate results.
• Maintain data mappings, integration processes, and administrative automation using relevant Oracle EPM tools.
• Perform application snapshot, backup, and restoration activities according to documented client procedures.
• Assess monthly Oracle EPM updates, coordinate regression testing, and communicate potential impacts.
• Follow approved change-control procedures for testing, authorization, deployment, and post-change validation.
• Support month-end, quarter-end, and year-end close, account reconciliation, budgeting, and forecasting activities.
• Apply functional finance and accounting knowledge to diagnose issues and validate application behavior.

Prepare applications for new financial periods, planning cycles, and approved organizational changes.

Enhancements and Mini-Projects

• Gather requirements for small enhancements and assess effort, dependencies, and impact.
• Configure, test, and deliver approved enhancements within the managed services agreement.
• Identify work outside the support scope and provide information needed for separate assessment and approval.
• Recommend improvements that increase reliability, improve performance, and reduce manual effort.
• Adhere to project plans as established for mini-projects and meet all deadlines established between client and internal teams.
• Identify opportunities to bundle related tickets or requests into larger improvement initiatives.
• Stay current on Oracle EPM patch releases and product updates

Client Service and Knowledge Management

• Serve as a day-to-day support contact for assigned clients and manage expectations through clear communication.
• Participate in service reviews, reporting on open issues, SLA performance, recurring incidents, and improvement actions.
• Maintain support runbooks, configuration records, troubleshooting guides, and client-specific operating procedures.
• Provide user guidance and knowledge sharing to client teams.
• Conduct EPM trainings to client teams covering topics such as SmartView, Report building, and administrator training topics.
• Support the transition of newly implemented applications into managed services by reviewing documentation, access, known issues, and operating requirements.
• Collaborate with colleagues to maintain coverage, effective handovers, and consistent service quality.
• Maintain and pursue relevant Oracle EPM certifications.
• Contribute to internal service improvement initiatives and other duties relevant to the role.

Work Environment

• Manages multiple client environments with competing priorities and time-sensitive requests.
• Works at a steady pace, with periods of increased demand during financial close, planning cycles, and critical incidents.
• Exercises a high degree of autonomy while maintaining regular communication with clients and Managed Services leadership.
• Works collaboratively in a remote or distributed team environment.
• Provides support during agreed service hours; any extended-hours or on-call responsibilities will be defined for the position.

Position Outcomes/Objectives and Standards of Performance

1. Maintains reliable Oracle EPM applications.
Assigned applications support clients’ financial processes consistently. Routine monitoring and maintenance are completed, and operational risks are identified and addressed promptly.

2. Resolves incidents and requests within agreed service levels.
Issues are prioritized appropriately, investigated thoroughly, and resolved within applicable SLA targets. Clients receive timely updates, and escalations occur before service commitments are at risk.

3. Supports successful financial cycles.
Applications are prepared for critical close, reconciliation, budgeting, and forecasting activities. Issues affecting these processes receive appropriate priority and coordination.

4. Delivers controlled, high-quality changes.
Enhancements and maintenance changes meet approved requirements, pass relevant testing, and follow change-control procedures. Documentation is updated to support ongoing operations.

5. Builds strong client relationships.
Client feedback reflects confidence in the consultant’s responsiveness, expertise, and communication. Expectations, service scope, and outstanding actions are clearly understood.

6. Improves service efficiency and team capability.
Recurring issues are reduced through root-cause resolution, automation, and process improvements. Knowledge is documented and shared to support consistent service delivery.

7. Demonstrates professional conduct and ongoing development.
Works collaboratively, takes accountability for commitments, and maintains current knowledge of Oracle EPM capabilities and relevant finance processes.

Qualifications, Skills, and Competencies

Qualifications

• Bachelor’s degree in Accounting, Finance, Computer Science, Information Systems, or a related field preferred; equivalent relevant experience considered.
• Typically five or more years of hands-on Oracle EPM experience, including production support and application administration.
• Demonstrated experience supporting business-critical Oracle EPM applications through financial close or planning cycles.
• Experience in managed services, application support, or a multi-client consulting environment preferred.
• Relevant Oracle EPM certification preferred.
• Implementation experience and experience transitioning applications into ongoing support are advantageous.

Skills

• Expert knowledge of at least one core Oracle EPM application, with working knowledge of related modules.
• Strong troubleshooting skills across application configuration, calculations, integrations, security, and reporting.
• Experience with Smart View, Data Integration / Data Management, and relevant Oracle EPM reporting tools.
• Knowledge of business rules, Calculation Manager, Groovy, and Essbase concepts where applicable.
• Experience with EPM Automate, REST APIs, or scripting for administration and support automation.
• Functional understanding of consolidation, accounting, reconciliation, budgeting, or forecasting processes.
• Familiarity with incident management, problem management, SLAs, and change control.
• Strong analytical skills and attention to data accuracy.

Competencies

• Takes ownership of issues and follows through on commitments.
• Communicates clearly with finance users, technical teams, and client leadership.
• Prioritizes effectively across support and enhancement project work, adjusting priorities based on business impact, contractual commitments, deadlines, and client needs..
• Maintains visibility into workload, upcoming commitments, and capacity; proactively communicate when priorities or deadlines require adjustment.
• Remains calm and methodical when resolving urgent production issues.
• Works independently while recognizing when to seek assistance or escalate.
• Collaborates effectively and shares knowledge with colleagues.
• Identifies practical opportunities to improve service and client outcomes.

Our commitment

Ascend Partners is an equal opportunity employer. We do not discriminate against applicants or employees on the basis of race, creed, color, age, religion, gender, disability, sexual orientation, marital status, military status, national origin, or ancestry. We are committed to fostering an inclusive and equitable workplace where all employees and partners are valued, respected, and supported.