Senior Lead Systems Analyst
Charlotte, NC - USA
Job Summary
We are seeking an experiencedOracle EPM EPBCS Data Integration & AI Agent Specialistto support amultiyearFinance Transformationinitiative. This role will design build andoptimizeenterprise planning data flows automate close & planning processes usingOracle AI Agents and ensure seamless integration across ERP EPM and analytics platforms.
The ideal candidate brings deephandsonexpertiseinEPBCSData Integration (Data Exchange / Data Management)REST APIslinuxautomationand emergingAIdrivenautomationwithin Oracle Cloud EPM.
Key Responsibilities and Duties
EPBCS Application & Model Support
- Configure and enhance EPBCS modules (FinancialsCapEx ProjectsAssets and Flow CustomModeling).
- Build andmaintaindata integration across OracleERP Files and AWS Snowflake data sources
- Build data integrations across the EPBCS environment for reporting
- Optimizemetadata structuresintegrations with Oracle EDMCS
- Build andmaintainoutbound data flows for downstream systems (Oracle FDI)
Data Integration & Automation
- Design and manageendtoenddata pipelines using:
- Data Integration / Data Exchange
- Data Management (FDMEE concepts)
- EPM Automate
- REST API integrations
- Build automated workflows for metadata loadsactualsingestion forecast refreshes and scenario rollovers.
- Troubleshoot data load issues mapping logic and validation rules.
AI Agent Enablement (Oracle EPM)
- Implement and configureOracle EPM AI Agentsto automate:
- Data validation
- Variance analysis
- Intercompany reconciliation
- Narrative generation
- Close task orchestration
- DevelopAIdriveninsights and anomaly detection models to support FP&A and Controller teams.
- Partner with Oracle product teams and internalAIarchitects toleveragenew AI capabilities.
Finance Transformation Delivery
- Work with Finance SMEs to translate planning forecasting and consolidation requirements into scalable EPM solutions.
- Work with Data SMEs for source to target EPM integrations
- Redesign and automate Planningprocessalignedto:
- Monthly close
- Forecast cycles
- Annual planning
- Longrangeplanning
- Ensure alignment with enterprise data governance and reporting standards.
CrossFunctionalCollaboration
- Partner with ERP Data Engineering Analytics and Finance teams to ensure consistent data definitions and integration patterns.
- Provide technical documentation knowledge transfer and training to Finance and IT stakeholders.
Educational Requirements
- Bachelors Degree or Equivalent Experience Required
Work Experience
- 5 Years Required; 7 Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9IC
Required Qualifications
57 years ofhandsonOracle EPM Cloud experience (EPBCS).
StrongexpertiseinData IntegrationData ExchangeData Management andEPM Automate.
Proven experience withREST APIs scripting and automation frameworks.
Working knowledge ofAI/ML conceptsand experience implementingOracle EPM AI Agents(or similar intelligent automation tools).
Deep understanding of FP&A financial close and corporate finance processes.
Ability to translate business requirements into technical solutions with minimal supervision.
Preferred Qualifications
Experience withFCCSARCS orPCMCS.
Background in Finance Accounting or FP&A.
Experience inlargescaleFinance Transformation or ERP modernization programs.
Familiarity with SnowflakeOracleOCIor enterprise data platforms.
Consulting experience with Oracle Deloitte PwC EY KPMGorsimilar.
Anticipated Posting End Date:
Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA were on a mission to build on our 100 year legacy of delivering for our clients while evolving to meet tomorrows challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People Be Client Obsessed Lead with Integrity Own It and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveens entrepreneurial spirit where we work hard and work together to create lasting impact. Here every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed our impact on clients lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial well-being. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Senior IC
About Company
We joined forces with The Council of Graduate Schools to conduct research on the financial education of students. Visit www.studentfinancialsuccess.org to learn about the eye-opening facts that we uncovered and strategies that leading universities used to develop impactful programs to ... View more