Hyperion Planning and HFM Consultant

Company overview: About Estuate

At Estuate, more than 400 uniquely talented people work together, to provide the world with next-generation product engineering and IT enterprise services. We help companies reimagine their business for the digital age.

Incorporated in 2005 in Milpitas (CA), we have grown to become a global organization with a truly global vision. At Estuate, we bring together talent, experience, and technology to meet our customer’s needs. Our ‘Extreme Service’ culture helps us deliver extraordinary results.

Our key to success

We are an ISO-certified organization present across four distinct global geographies. We cater to industry verticals such as BFSI, Healthcare & Pharma, Retail & E-Commerce, and ISVs/Startups, as well as having over 2,000 projects in our portfolio.

Our solution-oriented mindset fuels our offerings, including Digital Platform Engineering, Digital Business Apps, and Digital Security & GRC.

Our culture of oneness

At Estuate, we are committed to fostering an inclusive workplace that welcomes people from diverse social circumstances. Our diverse culture shapes our success stories. Our values unite us. And, our curiosity inspires our creativity. Now, if that sounds like the place you’d like to be, we look forward to hearing more from you.

Currently, we are looking for a Hyperion Planning and HFM Consultant to join our team.

Job Description:

• Lead the implementation of Oracle Hyperion Planning and HFM applications, ensuring optimal configuration for budgeting, forecasting, financial consolidation, and reporting
• Design, configure, and deploy customized solutions for both Hyperion Planning and HFM based on the client’s business processes and requirements
• Implement data integration solutions between Hyperion Planning, HFM, Essbase, and other external systems (e.g., ERP systems like Oracle Financials or SAP)
• Manage Hyperion Planning application design, including Web forms, business rules, calculation scripts, and data load rules
• Implement and configure HFM for financial consolidation, ensuring alignment with client requirements for reporting, consolidation methods, and intercompany eliminations
• Work on multi-currency, multi-entity consolidation setups within HFM and ensure regulatory and reporting requirements are met
• Provide assistance in developing and automating financial reports using tools like Financial Reporting Studio, Smart View, and other reporting platforms within Hyperion
• Gather and document business requirements from clients related to financial planning, budgeting, forecasting, and financial consolidation
• Design and develop the solution architecture to support both Hyperion Planning and HFM, ensuring integration between the two systems where necessary
• Provide guidance on best practices and industry standards for planning, budgeting, forecasting, and consolidation processes
• Develop and implement custom Hyperion Planning business rules, financial models, and scripts to meet complex client needs
• Customize calculation scripts, financial rules, and other necessary configurations in both Planning and HFM
• Create and optimize Essbase cubes for improved performance and data management across both Planning and HFM applications
• Lead end-to-end project management for the implementation of Hyperion Planning and HFM solutions, ensuring timely delivery and adherence to project budgets
• Provide leadership and guidance to a team of junior consultants, developers, and analysts
• Collaborate with cross-functional teams (technical and functional) to ensure smooth project execution
• Provide ongoing support and troubleshooting for both Hyperion Planning and HFM applications, addressing any system performance, data integrity, or technical issues
• Conduct regular system health checks, tuning, and optimization activities to ensure the systems perform at their best
• Train client users and internal teams on the usage, administration, and reporting functionalities of Hyperion Planning and HFM
• Develop user manuals, training documents, and provide knowledge transfer to ensure clients can operate and maintain the systems independently after implementation
• Develop detailed functional and technical documentation for all aspects of Hyperion Planning and HFM applications
• Ensure that best practices are followed in the implementation, configuration, and customization of the systems
• Maintain up-to-date documentation on configurations, business rules, scripts, and project status for client and internal teams

Required Skills and Qualifications:

• 10+ years of experience with Oracle Hyperion Planning and Hyperion Financial Management (HFM), including experience in configuration, implementation troubleshooting, and optimization
• Proven experience with Essbase, Oracle EPM, and other Oracle EPM cloud-based tools
• Deep knowledge of financial consolidation processes, including intercompany elimination, currency translation, and statutory reporting within HFM
• Strong hands-on experience with Hyperion Planning features such as budgeting, forecasting, and reporting, and integration with HFM
• Expertise in Hyperion Planning design, including Web forms, business rules, calculation scripts, and data load rules
• In-depth knowledge of Essbase, including cube design, calculation scripts, and optimization techniques
• Strong experience in Hyperion Financial Management (HFM) including financial consolidation, reporting, and multi-currency configurations
• Proficiency in MaxL scripting, Hyperion Business Rules (HBR), FDMEE (Financial Data Quality Management Enterprise Edition), and data integrations
• Experience with Oracle EPM Workspace, Smart View, Financial Reporting Studio, and other related reporting tools
• Strong understanding of financial management, budgeting, forecasting, and consolidation processes
• Experience in mapping complex business processes to technical solutions and providing recommendations based on industry best practices
• Excellent verbal and written communication skills with the ability to articulate complex technical concepts to non-technical stakeholders
• Strong analytical, troubleshooting, and problem-solving skills
• Ability to work independently and manage multiple projects and priorities in a fast-paced environment
• Team-oriented with leadership and mentoring abilities
• Oracle Hyperion Planning and HFM certifications (preferred)
• Oracle EPM certifications or related certifications are a plus
• Experience with Oracle EPM Cloud products is a plus
• Ability to manage client relationships and deliver excellent customer service
• Proven leadership capabilities in leading teams through the complete implementation cycle
• Bachelor’s degree in Information Systems, Computer Science, Finance, Accounting, or a related field
• A Master’s degree or relevant certifications would be a plus

Our commitment to Equal Opportunity Employment (EOE)

Estuate, Inc. is an equal opportunity employer. Our employment decisions are made on the basis of merit and business needs. We comply with all applicable state & local laws governing non-discrimination in employment at each of our facilities and locations.

Disclaimer

The above job definition information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties and responsibilities are subject to change based on changing business needs and conditions.