Jefferson Wells USA · 9 hours ago
Financial Reporting Consultant, (Oracle EMP & ERP Reporting SME)
Jefferson Wells is seeking a Financial Reporting Consultant who will serve as the organization’s subject matter expert in Oracle EPM and ERP Cloud Reporting during a major enterprise-wide Oracle Transformation program. This role is responsible for designing, building, and optimizing financial reports, budgeting and forecasting structures, and close/reconciliation reporting processes.
AccountingComplianceFinanceRisk Management
Responsibilities
Serve as the in-house SME for Oracle EPM Planning, Financial Consolidation & Close (FCC), Narrative Reporting, and ERP Financial Reporting Studio
Design, develop, and maintain financial, operational, and regulatory reports supporting budgeting, forecasting, and actuals
Build standardized income statement, balance sheet, cash flow, variance, and departmental reporting to support Accounting and FP&A stakeholders
Establish governance for report definitions, hierarchies, and metadata alignment across EPM and ERP
Lead the design and configuration of EPM Budget and Forecast reporting, dashboards, smart views, allocations, and workflows
Partner with FP&A to translate business requirements into scalable reporting and planning models
Ensure that financial planning outputs integrate seamlessly back to ERP actuals and financial statements
Support the design and build of the EPM Close and Reconciliation Management solution, including task manager, reconciliations, certifications, and supporting analytical reports
Collaborate with senior accountants to identify close process inefficiencies and convert them into system-enabled workflows and reporting tools
Assist with the creation of automated reconciliations, tracker dashboards, and exception reports
Act as turnkey support to Senior Accountants and the Accounting Manager—helping them adopt new tools, understand new reporting structures, and transition away from legacy processes
Participate in requirements gathering, solution design workshops, and cross‑functional validation sessions
Support System Integration Testing (SIT) and User Acceptance Testing (UAT) by creating test cases, validating results, and troubleshooting data/reporting issues
Provide hands-on knowledge transfer, documentation, and post‑go‑live hypercare support
Qualification
Required
5+ years of hands-on experience with Oracle EPM (Planning, FCC, Reporting) and Oracle ERP Cloud Financial Reporting
Strong background in financial reporting, including GAAP accounting principles, close processes, and variance analysis
Experience building reports using tools such as: Oracle EPM (Planning, Financial Reporting, Smart View), ERP Reporting Studio / OTBI / BI Publisher, EPM Task Manager and Reconciliation Compliance
Experience supporting full lifecycle ERP/EPM transformation initiatives
Strong understanding of healthcare financial reporting, cost structures, and regulatory considerations
Excellent communication skills and ability to collaborate with Accounting, FP&A, and IT teams
Preferred
Prior experience in a healthcare provider or health system environment
Experience with data governance, metadata management, and multi-entity reporting
CPA, CMA, or Master's degree in Accounting/Finance
Company
Jefferson Wells USA
Jefferson Wells delivers finance solutions and highly skilled professionals to organizations, fueling business performance.
Funding
Current Stage
Late StageRecent News
2025-10-28
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