PBCS Consultant

Oracle PBCS Consultant with 4–5 years of end-to-end implementation and support experience across planning, budgeting, forecasting, and management reporting. The ideal candidate will design and build PBCS models, lead client workshops, integrate PBCS with ERP/HR systems, and deliver reliable planning solutions with robust data governance and performance tuning.

Key Responsibilities

Solution Design & Delivery

• Lead requirement workshops and translate financial planning needs into scalable PBCS/EPM Cloud solutions.
• Design and build Planning models (Workforce, CapEx, OpEx, Revenue, Project Planning) using EPMA/Standard Planning, Data Forms, Smart Lists, and Business Rules.
• Develop Calculation Manager rules (Groovy/Business Rules) and driver-based models for scenario, version, and year planning.
• Configure Task Lists, Approvals (Workflow), Validations, and Security (roles, provisioning).

Data & Integration

• Design and manage data integrations using Data Management, Connections, and Oracle EPM Integration Agent; build ETL mappings from ERP/GL/HR systems (e.g., Oracle Fusion ERP, EBS, SAP).
• Orchestrate data loads (files, APIs), validate data quality, and monitor integration jobs.
• Implement dimension management (hierarchies), metadata updates, and substitution variables.

Reporting & Analytics

• Develop executive-ready reports in Oracle Reports, Dashboards, Infolets, and Smart View (Excel/Office).
• Build variance analyses, driver-based KPIs, and board-level reporting packs.
• Enable ad-hoc analysis and self-service reporting for Finance users.

Governance, Performance & Support

• Establish design standards, documentation, and testing cycles (SIT, UAT).
• Optimize performance (rule tuning, form design, caching), troubleshoot issues, and drive root-cause analysis.
• Provide hypercare, user training, and ongoing support; manage enhancements via change control.

Stakeholder Management

• Collaborate with Finance, FP&A, and IT teams; run demos and user training.
• Manage delivery scope, risks, and timelines; contribute to effort estimation and project planning.