We are seeking an experienced Oracle EPM EPBCS Data Integration & AI Agent Specialist to support a multi‑year Finance Transformation initiative. This role will design, build, and optimize enterprise planning data flows, automate close & planning processes using Oracle AI Agents, and ensure seamless integration across ERP, EPM, and analytics platforms.
The ideal candidate brings deep hands‑on expertise in EPBCS, Data Integration (Data Exchange / Data Management), REST APIs, linux automation, and emerging AI‑driven automation within Oracle Cloud EPM.
Key Responsibilities and Duties
EPBCS Application & Model Support
- Configure and enhance EPBCS modules (Financials, CapEx, Projects, Assets and Flow Custom Modeling).
- Build and maintain data integration across Oracle ERP , Files, and AWS Snowflake data sources
- Build data integrations across the EPBCS environment for reporting
- Optimize metadata structures integrations with Oracle EDMCS
- Build and maintain outbound data flows for downstream systems (Oracle FDI)
Data Integration & Automation
- Design and manage end‑to‑end data pipelines using:
- Data Integration / Data Exchange
- Data Management (FDMEE concepts)
- EPM Automate
- REST API integrations
- Build automated workflows for metadata loads, actuals ingestion, forecast refreshes, and scenario rollovers.
- Troubleshoot data load issues, mapping logic, and validation rules.
AI Agent Enablement (Oracle EPM)
- Implement and configure Oracle EPM AI Agents to automate:
- Data validation
- Variance analysis
- Intercompany reconciliation
- Narrative generation
- Close task orchestration
- Develop AI‑driven insights and anomaly detection models to support FP&A and Controller teams.
- Partner with Oracle product teams and internal AI architects to leverage new 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 Planning process aligned to :
- Monthly close
- Forecast cycles
- Annual planning
- Long‑range planning
- Ensure alignment with enterprise data governance and reporting standards.
Cross‑Functional Collaboration
- 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
- Bachelor's Degree or Equivalent Experience Required
Work Experience
- 5+ Years Required; 7+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
9IC
Required Qualifications
5–7+ years of hands‑on Oracle EPM Cloud experience (EPBCS required).
Strong expertise in Data Integration, Data Exchange, Data Management, and EPM Automate.
Proven experience with REST APIs, scripting, and automation frameworks.
Working knowledge of AI/ML concepts and experience implementing Oracle 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 with FCCS, ARCS, or PCMCS.
Background in Finance, Accounting, or FP&A.
Experience in large‑scale Finance Transformation or ERP modernization programs.
Familiarity with Snowflake, Oracle OCI , or enterprise data platforms.
Consulting experience with Oracle, Deloitte, PwC, EY, KPMG, or similar.
Anticipated Posting End Date:
2026-09-05Actual 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 location. In 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).
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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, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's 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 Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because 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. That’s 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: (800) 842-2755
Email: [email protected]
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.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Skills Required
- Bachelor's degree or equivalent experience
- 5+ years of hands-on Oracle EPM Cloud experience, including Oracle EPBCS
- Strong expertise in Data Integration, Data Exchange, Data Management, and EPM Automate
- Experience with REST APIs, scripting, and automation frameworks
- Working knowledge of AI/ML concepts and experience implementing Oracle 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
- 7+ years of experience
- Experience with FCCS, ARCS, or PCMCS
- Background in Finance, Accounting, or FP&A
- Experience in large-scale Finance Transformation or ERP modernization programs
- Familiarity with Snowflake, Oracle OCI, or enterprise data platforms
- Consulting experience with Oracle, Deloitte, PwC, EY, KPMG, or similar
TIAA Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about TIAA and has not been reviewed or approved by TIAA.
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Retirement Support — Age-based company retirement contributions of 5% to 12.5% plus a 100% match on the first 3% to the 401(k) and a $750 annual Retirement Healthcare Savings Plan match stand out. Company contributions typically vest after three years, with excess/equalization provisions for higher earners.
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Parental & Family Support — Sixteen weeks of fully paid parental leave and eight weeks of paid caregiver leave are paired with adoption/surrogacy assistance, backup child/elder care, Milk Stork, tutoring, and other caregiving supports. Many benefits begin at hire and are positioned as robust relative to peers.
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Healthcare Strength — Multiple medical plan options (including HSA), dental with 100% preventive coverage, two vision options, life and disability insurance, FSAs, and wellness incentives are detailed. Programs such as fertility support via Progyny and midlife care broaden the offering.
TIAA Insights
What We Do
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. 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. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
Why Work With Us
TIAA provides financial security for millions and offers our employees opportunities to grow in a culture that embraces diversity, innovation, and high performance.
