Senior Finance Enterprise Performance Management (EPM) Specialist- Hybrid, Cary, North Carolina 

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About the job

The Corporate Analytics and Insights team in our Global Finance team is looking for a Senior Finance Enterprise Performance Management (EPM) Specialist to drive EPM planning and forecasting capabilities, including system enhancements, automations, and governance. Our team partners with FP&A to deliver reliable budgeting, forecasting, and scenario modeling aligned to strategic goals. 

As a Senior Finance Enterprise Performance Management (EPM) Specialist, you will: 

• Own end‑to‑end design, build, testing, and rollout of Oracle Cloud Planning
  Lead architecture and configuration across Financials, Workforce, Capital, Projects, and Strategic Modeling to support annual planning, rolling forecasts, and long‑range strategic planning in a single, integrated EPM framework.
• Translate FP&A business requirements into scalable, driver‑based planning models
  Partner with Group FP&A and local finance teams to design scenarios, versions, KPIs, and assumptions that align operational drivers to financial outcomes.
• Develop and optimize business rules, calculations, and metadata
  Build high‑performing planning logic (Groovy preferred), templates, dashboards, and workflows; continuously tune models for accuracy, performance, and usability.
• Design and manage integrations and data governance
  Lead integrations from GL and Close into Planning; coordinate with IT on master/reference data, automation, reconciliations, and data quality controls.
• Migrate and industrialize critical Excel‑based models into Oracle EPM
  Rationalize reports and planning processes, replacing uncontrolled spreadsheets with auditable, governed EPM solutions.
• Lead testing, training, and adoption across FP&A
  Drive unit, system, and UAT cycles; develop documentation and deliver hands‑on training to ensure successful planning cycles and sustained adoption.

• Provide solution leadership and delivery oversight
  Run client workshops, manage timelines/risks/issues, review team outputs, coach junior staff, and ensure adherence to EPM best practices, governance, and methodologies
• Ensure all applicable security policies and processes are followed to support the organization's secure software development goals. 
• Embrace curiosity, passion, authenticity and accountability. These are our values and influence everything we do. 

Required qualifications 

• Bachelor's degree in Accounting, Finance, Information Systems or related field.

• Typically requires eight years’ experience working in financial or accounting systems support. Experience in the following areas desired: change management and process analysis, systems implementation, administration, auditing, and financial reporting. Experience directly related to area of assignment may be used to satisfy the above requirements.

• Experience leading at least one end‑to‑end Oracle EPM Planning implementation
  Including design, build, testing, and deployment.
• Demonstrated experience implementing rolling forecasts and long‑range planning solutions
  Within Oracle EPM Planning or comparable enterprise planning platforms.
• Strong experience designing driver‑based planning models
  Including scenarios, versions, and alignment across annual plan, forecast, and strategic planning cycles.
• Proven ability to partner with FP&A stakeholders to translate business requirements into system solutions
  Serving as a functional liaison between finance users, IT, and implementation partners. 

• Equivalent combination of related education, training and experience may be considered in place of the above qualifications.

Additional competencies, knowledge and skills

• Communication - Conveying information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message; listening actively to others.
• Inspiring Excellence - Driving high standards; tenaciously working to meet or exceed challenging goals; defining success by goal achievement and continuous improvement.
• Operational Decision Making - Securing and comparing information from multiple sources to identify business issues; committing to an action after weighing alternative solutions against important decision criteria.
• Planning architecture and model design - Experience designing scalable, integrated planning models that support annual planning, rolling forecasts, and long‑range plans within a single EPM environment.
• FP&A process transformation - Experience replacing complex Excel‑based planning models with governed, auditable EPM solutions.
• Change management and user adoption - Ability to support planning users through training, documentation, and iterative improvement during live planning cycles.
• Experience working with system integrators or consulting partners during EPM implementations.

World-class benefits  

Highlights include...

• Comprehensive medical, prescription, dental and vision plans.
• Medical plan options include:
• PPO with low annual deductible and copays.
• HDHP combined with a health savings account with a contribution from SAS (no access to on-site health care center).
• Onsite Health Care Center (HQ) that’s free to employees and family members enrolled in the PPO plan. There's a pharmacy too! Not local to HQ? The pharmacy will ship prescriptions for no additional charge!
• An industry-leading 401k plan.
• Tuition Assistance Program and programs and resources to support your development
• Generous time away including vacation time, a variety of paid holidays, and our much-loved U.S. Winter Wellness Break between December 25 and January 1.
• Volunteer Time Off, parental leave and unlimited paid sick days.
• Generous childcare benefits for all full-time employees.

You are welcome here.

At SAS, it’s not about fitting into our culture – it’s about adding to it. We believe our people make the difference. Our inclusive workforce brings together unique talents and inspires teams to create amazing software that reflects the diversity of our users and customers.

Additional Information:

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. SAS is an equal opportunity employer. All qualified applicants are considered for employment without regard to any characteristic protected by law. Read more: Know Your Rights. 

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