Lakshmoji Mocherlaa

Finance transformation and FP&A systems leader with 10+ years driving Plan to Perform modernization — planning, forecasting, consolidation, reporting, and analytics — across global, multi-entity, multi-currency enterprises. Currently leading the Oracle EPM Practice at OSI Digital: own end-to-end strategy, roadmap, hiring, P&L oversight, solution-architecture standards, and CFO-level client relationships across multiple enterprise accounts. 5+ years of progressive people leadership — building, mentoring, and managing cross-functional teams of business systems analysts, solution architects, and consultants in matrixed onshore/offshore delivery models. Defines and executes multi-year transformation roadmaps that translate Finance priorities into sequenced, scalable solutions across people, process, data, and technology — partnering across Finance, Data, and IT stakeholders.

Deep techno-functional expertise across OneStream XF and Oracle EPM Cloud (FCCS, PBCS, EPBCS) — credible with CFOs and FP&A leaders on planning, forecasting, consolidation, and management reporting. Drives measurable outcomes — compressed close cycles, automated manual planning steps, standardized variance reporting, and embedded data-quality controls — through rules-driven workflows, connected planning, and process simplification. Modernization mindset with applied AI in finance — Oracle EPBCS Predictive Planning, ML-driven forecasting, and GenAI / copilot proofs-of-concept for variance commentary, metadata management, and FP&A workflow acceleration.

Strong command of financial data architecture — dimensional design, master data governance, ERP-to-EPM integration patterns, and reconciliation across source systems, data warehouse, and planning layers. PMP and Scrum (PSM-1) certified delivery leader; comfortable navigating ambiguity and influencing across complex stakeholder environments to drive portfolio-level outcomes.

Practice Manager / Principal Consultant — Oracle EPM / FP&A Transformation at OSI Digital Inc. (2026-01 – Present)

Lead the Oracle EPM Practice end-to-end as a senior people leader and transformation partner — own strategy, roadmap, hiring, capability building, delivery oversight, and CFO-level client relationships across a portfolio of enterprise accounts.

• Manage a multi-disciplinary team of business systems analysts, solution architects, and EPM consultants in a matrixed onshore/offshore model — set performance standards, run career development, and align the team to a shared transformation roadmap.
• Serve as the primary technology and transformation partner for client FP&A organizations — modernizing planning, forecasting, consolidation, and reporting processes and identifying opportunities to embed AI/automation into the finance operating model.
• Define and govern multi-year Plan to Perform roadmaps: translate Finance priorities into sequenced delivery plans, align requirements across Finance, Data, and Technology stakeholders, and balance strategic roadmap thinking with practical execution.
• Built the practice from the ground up — solution-architecture playbooks, sprint workflows, code-review standards, internal training, and reusable accelerators — driving measurable improvements in delivery efficiency, standardization, and quality.
• Stay deeply hands-on: review configurations, resolve complex integration and performance issues, and design dashboards/automations when engagements demand senior technical depth.

Project Lead — FP&A Systems / Oracle EPM / OneStream XF at Rite Software Solutions (2025-03 – 2026-01)

Led a cross-functional delivery team of solution architects, developers, and analysts across multiple concurrent OneStream XF programs covering Financial Consolidation, Planning, Budgeting, and Forecasting — owned solution design from requirements workshops through go-live and hyper care.

• Partnered as the primary technology lead with client FP&A and Controllership stakeholders — ran process-design sessions, translated business priorities into solution and integration blueprints, and influenced sequencing across a complex stakeholder environment.
• Drove process modernization and automation across close and planning cycles — replaced manual spreadsheet steps with rules-driven workflows and dashboards for close tracking, variance analysis, and management reporting, reducing operational risk and cycle time.
• Designed end-to-end integration architecture connecting source ERPs, data warehouse, and OneStream — staging models, SQL-based data adapters, transformation rules, and reconciliation controls to ensure trusted, governed financial data flows.
• Engineered complex consolidation logic in VB.NET — multi-currency translation, ownership hierarchies, intercompany eliminations, and journal adjustments — for global, multi-entity environments.
• Led GenAI proof-of-concept work for finance — copilot-style assistants and LLM-powered automations for variance commentary, metadata management, and report generation; presented findings and adoption roadmap to Finance and IT leadership.
• Mentored and developed mid-level consultants — code reviews, solution design coaching, and stakeholder-engagement guidance to grow the team's transformation and delivery capability.

Sr. Tech Lead — FP&A Systems / Oracle EPM / OneStream XF at Inoapps (2021-08 – 2025-02)

Senior solution architect and delivery lead across a portfolio of 6+ Oracle EPM programs (FCCS, PBCS, EPBCS) plus parallel OneStream XF engagements over ~3.5 years for global, multi-entity clients.

• Led pods of consultants and developers across multiple concurrent engagements — coordinated workstreams, set technical direction, ran solution-design reviews, and grew team capability through architectural standards and mentoring.
• Architected a custom EPBCS planning module for multi-scenario workforce and OpEx planning — heavy use of Groovy rules, Smart Push, and custom approval workflows; designed for a constantly evolving org structure with strong governance and audit traceability.
• Led an FCCS consolidation rollout across multiple subsidiaries covering intercompany matching, journal adjustments, ownership management, and dual GAAP/IFRS reporting — partnered with audit and controllership to embed controls and clean data lineage end-to-end.
• Delivered two PBCS implementations and multiple EPBCS builds for budgeting, forecasting, and driver-based planning — planning forms, Task Manager workflows, calc scripts, and FDMEE integrations to pull authoritative data from ERP and data-warehouse sources.
• Applied AI in finance — implemented Oracle EPBCS Predictive Planning / built-in ML to enhance forecast accuracy on revenue and OpEx drivers and led internal GenAI POCs for FP&A use cases (variance narrative generation, metadata cleanup, document-aware copilots).
• Designed and governed financial data flows between ERP, EPM, and reporting layers — defined dimensional models, master data standards, and integration patterns that scaled across complex, global environments.
• Acted as the bridge between Finance, IT, and Operations — translated FP&A requirements into scalable solutions while coaching consultants on solution design, delivery, and stakeholder communication.

Sr. Associate — Oracle EPM / OneStream XF at Datavail Infotech (2020-01 – 2021-08)

• Delivered Oracle PBCS and FCCS implementations end-to-end — dimensional design, planning forms, business rules, and FDMEE load rules / mappings for ERP integration.
• Got first hands-on exposure to OneStream XF — configuration, VB.NET business rules, and data adapter development running alongside Oracle EPM workstreams.
• Built Groovy and calc scripts for allocations, currency conversions, and data-validation routines across multiple Oracle EPM engagements.
• Engineered ERP-to-EPM data pipelines using FDMEE and EPM Automate, with monitoring and reconciliation built in.
• Stayed on post-go-live for several clients to handle hyper care, performance tuning, and end-user training.

Systems Engineer — Oracle EPM at Tata Consultancy Services (2019-02 – 2020-01)

First exposure to Oracle EPM Cloud — configured planning and consolidation modules including dimensions, hierarchies, exchange rates, data forms, and business rules. Migrated clients from on-premises Hyperion to Oracle EPM Cloud — metadata mapping, data validation, integration testing, and parallel-run support. Supported and developed across both on-premises Hyperion and EPM Cloud landscapes.

• Led an offshore team of 4 engineers — trained, mentored, assigned work, and aligned them to client delivery expectations; first formal people-leadership experience.

Accounting Executive — Oracle Hyperion at HSBC (2015-12 – 2019-01)

Started career in financial accounting within a regulated banking environment — gained the close-process, intercompany, and regulatory-reporting foundation that informs every FP&A architecture engagement since.

• Owned month-end and quarter-end close activities, intercompany entries, reconciliations, and regulatory reporting across multiple entities.