Director, EPM & Financial Systems

Job Description

The Director, Enterprise Performance Management (EPM) & Financial Systems will lead At Home's Finance Transformation through the implementation, adoption, and ongoing evolution of Oracle Enterprise Performance Management (Oracle EPM). This role serves as the business owner for Oracle EPM and partners closely with Finance, Human Resources, Information Technology, and business leaders to redesign planning, forecasting, reporting, workforce planning, and financial close processes.

The initial focus of this position is the successful implementation of Oracle Planning and Reporting, including Workforce Planning integrated with Oracle HCM, followed by Oracle Financial Close and future Oracle EPM capabilities. This leader will ensure technology enables best-practice business processes while driving automation, standardization, governance, and executive decision support.

Success requires a combination of deep Oracle EPM expertise, finance transformation leadership, strong business process knowledge, and the ability to influence senior stakeholders across a complex, multi-location retail organization.

Initial Priorities (First 12-18 Months)

The Successful Candidate will lead:

• Oracle Planning implementation
• Oracle Reporting implementation
• Workforce Planning integrated with Oracle HCM
• Budget and Forecast process redesign
• Driver-based planning models
• Executive dashboards and KPI reporting
• Oracle Financial Close roadmap and implementation
• Finance process standardization
• Elimination of spreadsheet-driven planning processes
• Development of governance and long-term Oracle EPM roadmap

Essential Functions

Finance Transformation Leadership

• Lead the Finance organization's transformation through implementation and optimization of Oracle EPM.
• Develop and execute the Financial Systems roadmap aligned with company growth objectives.
• Serve as business owner and product owner for Oracle EPM.
• Establish governance, standards, and best practices for planning models, metadata, reporting, and master data.
• Identify opportunities to automate manual processes and improve operational efficiency.

Business Process Leadership

• Lead redesign of budgeting, forecasting, reporting, consolidation, workforce planning, and financial close processes using Oracle EPM best practices.
• Challenge legacy spreadsheet-based processes and implement scalable enterprise planning capabilities.
• Partner with FP&A, Accounting, Treasury, HR, Operations, Merchandising, Marketing, Real Estate, Supply Chain, and Executive Leadership to improve financial decision-making.
• Promote adoption of standardized planning methodologies across the organization.

Oracle EPM Implementation & Administration

Lead the implementation, optimization, and ongoing administration of Oracle EPM including:

• Planning
• Budgeting
• Forecasting
• Long-Range Planning
• Driver-Based Planning
• Scenario Modeling
• Workforce Planning
• Capital Planning
• Financial Reporting
• Executive Dashboards
• Smart View
• Future Oracle Financial Close capabilities

Responsibilities include:

• Configuration and administration
• Quarterly Oracle updates
• Security and system performance
• Metadata management
• Release testing
• User support
• Continuous platform optimization

Workforce Planning

Partner with Human Resources to develop integrated workforce planning capabilities using Oracle HCM, including:

• Headcount planning
• Compensation planning
• Organizational modeling
• Labor forecasting
• Position management

Financial Planning & Analytics

• Improve budgeting and forecasting processes through driver-based planning.
• Develop rolling forecasts and scenario planning capabilities.
• Improve forecast accuracy through predictive planning.
• Deliver executive dashboards and KPI reporting.
• Support strategic decision-making through meaningful financial insights.

Systems Integration & Data Governance

Partner with Information Technology to integrate Oracle EPM with:

• SAP Finance
• Oracle HCM
• Enterprise Data Warehouse
• Reporting platforms
• Other enterprise applications

Responsibilities include:

• Financial master data governance
• Data integrity
• System reconciliation
• API and integration management
• Oracle Integration Cloud coordination

Artificial Intelligence & Finance Innovation

• Champion adoption of Oracle's AI-enabled capabilities by:
• Evaluating Oracle AI functionality and future Cloud releases.
• Leveraging predictive forecasting and intelligent planning capabilities.
• Identifying automation opportunities across planning, reporting, forecasting, and financial close.
• Supporting AI-assisted executive reporting and analytics.
• Developing a roadmap for future Finance innovation while maintaining appropriate governance and controls.

Project Leadership & Change Management

• Lead enterprise financial systems projects from design through deployment.
• Manage implementation partners and consulting resources.
• Build organizational adoption through communication, governance, and training.
• Influence stakeholders without direct authority.
• Coach Finance users and establish long-term support models.

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, Business, Computer Science, or related discipline.
• 10+ years of progressive experience in Financial Systems, FP&A, Enterprise Performance Management, or Finance Transformation.
• 5+ years leading enterprise financial systems implementations.
• Successfully led at least one Oracle EPM implementation from design through go-live.
• Deep understanding of budgeting, forecasting, planning, reporting, and finance business processes.
• Experience leading cross-functional transformation initiatives.
• Demonstrated ability to partner with executive Finance leadership.

Preferred

• MBA, CPA, CMA, or related graduate degree/certification.
• Retail or multi-location business experience.
• Big Box Retail, Specialty Retail, Consumer Products, or Distribution experience.
• Oracle Financial Close & Consolidation (FCCS)
• Account Reconciliation (ARCS)
• Enterprise Data Management (EDM)
• Narrative Reporting
• Oracle Integration Cloud
• Oracle Analytics Cloud
• Smart View
• EPM Automate
• REST APIs
• AI-enabled planning and predictive forecasting

Technical Competencies

• Oracle EPM Cloud
• Oracle Planning
• Workforce Planning
• Financial Reporting
• Smart View
• Oracle Integration Cloud
• SAP Finance
• Oracle HCM
• Driver-Based Planning
• Scenario Modeling
• Data Integration
• APIs
• SQL (preferred)
• Power BI or Tableau
• Advanced Excel

Leadership Competencies

• Strategic Thinking
• Finance Transformation
• Executive Communication
• Organizational Change Leadership
• Business Partnership
• Project Leadership
• Governance
• Process Improvement
• Analytical Problem Solving
• Customer Focus