EPM Solution Architect — Finance Systems Architecture, Oracle EPBCS/Planning Cloud at United Healthcare (via Wipro) (2024-02 – Present)
Serve as Finance Systems Architect for Oracle EPBCS/Planning Cloud applications supporting multi-billion-dollar healthcare business units. Own architecture governance and end-to-end solution strategy from requirements gathering through go-live, partnering directly with FP&A and Controllership leadership to translate planning and reporting priorities into scalable, governed Finance platforms.
- Lead architecture governance for revenue, capex, operational, and workforce planning — establishing governed design standards and reporting frameworks adopted across a multi-billion-dollar healthcare enterprise.
- Own driver-based planning models, scenario analysis frameworks, and rolling forecast capabilities, enabling FP&A stakeholders to run real-time variance reporting and sensitivity analysis against budget and prior-year actuals.
- Owned scalable driver-based planning models — input forms, dashboards, and HFR reporting — supporting consolidated close, budgeting, and forecast cycles across a multi-entity international footprint.
- Partner with FP&A, Accounting, Controllership, and IT leadership to translate planning, forecasting, and reporting requirements into scalable Finance systems solutions; author BRDs and functional specifications that align model design to business need.
- Govern enterprise metadata, master data, and hierarchy structures across planning applications, ensuring consistent, audit-ready financial data across all planning cycles and Quarter/Year-End close.
- Built connected planning capabilities linking revenue, workforce, and capex dimensions — ensuring consistent, validated data flow across all planning cycles and Quarter/Year-End close processes.
- Drive SIT/UAT planning, defect triage, and cutover execution across concurrent planning workstreams, delivering on-time go-live stabilization for FP&A and business stakeholders.
- Guide cross-functional Finance, IT, and FP&A teams through solution adoption; lead Change Management, Communications, and Finance Enablement activities to drive adoption of governed Finance data standards.
- Automate underlying data integration and consolidation workflows (Oracle EPM Data Integration, EPM Automate) to ensure reliable, reconciled financial data with minimal manual intervention.
EPM Senior Solution Architect — Finance Systems Architecture, Oracle EPBCS/Planning Cloud at GE Capital (via Genpact) (2017-09 – 2024-02)
Led architecture and delivery of Oracle EPBCS/Planning Cloud solutions for GE Capital ASIA–EMEA consolidation — one of the organization's most complex EPM transformations, unifying large financial entities onto a single connected planning and financial consolidation platform.
- Led architecture governance for financial consolidation, group reporting, and budgeting/forecasting across ASIA–EMEA entities, establishing design standards and reporting frameworks adopted enterprise-wide.
- Owned scalable driver-based planning models — input forms, dashboards, and HFR reporting — supporting consolidated close, budgeting, and forecast cycles across a multi-entity international footprint.
- Built workforce planning and long-range planning capabilities, enabling FP&A teams to model headcount-driven cost projections, multi-year scenario analysis, and strategic rolling forecasts.
- Partnered with Finance, Controllership, and ERP teams to connect source financial systems into the planning platform, ensuring reconciled, audit-ready data flow with full lineage and error handling.
- Managed enterprise metadata governance, controlling hierarchy structures and dimension builds across planning applications to keep FP&A reporting consistent and reliable.
- Drove SIT/UAT planning, defect triage, and cutover execution end-to-end — user coordination, environment migration, and go-live stabilization; delivered weekly status to FP&A and IT leadership.
- Built reusable solution accelerators and reporting batches adopted across multiple client engagements, reducing rework and standardizing delivery quality.
- Mentored a team of 5+ architects on planning model design and Oracle EPM best practices; led knowledge sharing across offshore teams.
- Presented trade-off analyses and solution design options to non-technical Finance leaders, translating architectural decisions into business impact and risk assessments.
EPM Architect — Oracle EPBCS/Hyperion Planning at GE Capital Americas (via Genpact) (2015-08 – 2017-09)
Supported Quarter/Year-End close and regulatory reporting (SEC, FED) for finance teams; partnered with Controllership and FP&A leadership on Planning & Budget sessions and model enhancements for major corporate re-organizations.
- Gathered and translated FP&A and Controllership financial requirements into technical specifications; redesigned entity structures for major corporate re-organizations and M&A integrations across GE Capital Americas businesses.
- Executed Lean optimization achieving 70% reduction in wing-to-wing processing time and 50% reduction in supplemental aggregations through targeted Groovy script redesign and Oracle EPBCS model optimization.
- Designed and built Oracle EPBCS/Hyperion Planning data forms replacing legacy Excel spreadsheets, improving data governance, financial data integrity, and reducing quarterly maintenance overhead.
- Integrated new M&A acquisitions into the Oracle EPBCS platform — recasting historical data, aligning dimensionality across entities, and reconciling planning data against Oracle General Ledger.
- Automated daily maintenance activities (backups, metadata loads, data loads) using EPM Automate and Shell/Batch scripts, reclaiming 15+ manual hours per week and ensuring SLA delivery.
Hyperion/EPM Technical Consultant at GE Capital HQ (via Genpact) (2013-10 – 2015-08)
- Built Oracle EPBCS/Hyperion Planning data forms and business rules supporting quarterly forecast, annual budget, and ad-hoc management reporting for Finance stakeholders.
- Automated quarterly load processes to reduce manual intervention and improve on-time delivery of planning cycles.
- Delivered end-user training on SmartView and Hyperion web forms; coordinated UAT and managed production support during critical Quarter/Year-End financial cycles.
- Maintained dimensional security and user access in Hyperion Shared Services; prepared SOX compliance documentation and internal audit reports.
EPM Consultant — Solution Design Lead at GE Capital Real Estate (via Genpact) (2012-06 – 2013-10)
Led a team of 11 on-site/offshore consultants to upgrade and enhance the GE Commercial Real Estate Oracle/Hyperion EPM platform — redesigning model architecture, hierarchy structures, and integration processes.
- Facilitated requirements workshops with FP&A process owners; produced BRDs covering functionality, data flows, and technical specifications for model redesign and integration enhancements.
- Redesigned EDMCS/DRM hierarchy structures, migrated MDM to DRM, and engineered Flow-Through automation enabling downstream planning applications to receive clean, validated master data automatically.
- Re-engineered wing-to-wing calculation process achieving 50% cycle time reduction; built automated source-to-Hyperion cross-validations at parent level for all Management Entities.
- Led RFP responses and pre-sales support — identified resource requirements, developed effort estimates, and was instrumental in winning the project engagement.
- Managed the full UAT cycle: user coordination, tool training, defect tracking, and guided conversion of legacy Excel reports to the new Oracle EPM platform.
