Senior Federal Budget Formulation & Forecasting Consultant to lead the functional design of budget formulation, planning, and forecasting solutions on Oracle Cloud EPM, in support of an upcoming federal financial systems modernization initiative.
This is a functional leadership role, not a backend build role. The consultant must have personally performed federal budget formulation, planning, and forecasting work in a prior role - building budget submissions, running planning cycles, developing forecasts - and brings that firsthand functional expertise to lead solution design on Oracle Cloud EPM Planning. The consultant directs how the system should work based on real budgeting and forecasting experience; day-to-day technical configuration and build work is carried out by supporting Oracle Cloud EPM SMEs under this consultant's direction. This position is intended for an experienced budget formulation and forecasting practitioner with strong Oracle Cloud EPM fluency - not a general financial analyst, and not a pure systems implementer.
What You Will Do- Serve as the functional lead for budget formulation, planning, and forecasting - defining how budget cycles, submissions, and forecasts should work based on firsthand experience doing this work.
- Lead requirements-gathering sessions with budget officers, financial managers, program managers, and executives, translating real budgeting and forecasting practice into system requirements.
- Direct and validate Oracle Cloud EPM Planning application design - dimensions, forms, workflow, scenario modeling - to ensure it reflects how budget formulation and forecasting actually work functionally.
- Own the functional design of annual and multi-year budget formulation cycles: initial budget requests, program submissions, baseline estimates, spend plans, workforce and compensation projections, capital and investment planning, scenario modeling, and budget reviews/approvals.
- Direct the Senior Oracle Cloud EPM Functional Consultant and Technical/Integration Consultant on configuration and build, ensuring the finished system matches functional intent.
- Guide development of calculation logic (Calculation Manager, Essbase, Groovy) by specifying the functional forecasting and budgeting logic it needs to implement.
- Lead functional validation of integrations between Oracle Cloud EPM Planning and Oracle Federal Financials, EBS, Fusion Cloud ERP, and other federal shared-service systems.
- Lead evaluation of legacy budget formulation processes (Hyperion Planning, PBCS, EPBCS, or spreadsheet-based) and define the functional target-state process for migration, in coordination with the Solution Architect.
- Own functional design documentation and lead functional/UAT testing to confirm the system supports real-world budget formulation and forecasting workflows.
- Lead training and knowledge-transfer sessions for agency budget and finance users, grounded in practitioner-level understanding of their work.
- Serve as the senior functional point of contact for the client; mentor the Functional Consultant on the budgeting/forecasting side of the solution.
Required Qualifications- Bachelor's degree in accounting, finance, business administration, public administration, or a related field. Relevant professional experience may be considered in place of a degree.
- At least 5 years personally performing federal budget formulation, planning, or forecasting work - e.g., as a budget analyst, financial planning lead, or program budget officer - not solely as a systems consultant.
- At least 5 years of experience working with Oracle Cloud EPM Planning or Oracle Hyperion Planning, including experience directing or leading solution design (hands-on configuration may be performed by supporting team members).
- Deep, practitioner-level understanding of budget formulation, financial planning, forecasting, funds management, and budget-to-actual analysis - gained from having done the work, not only studied or configured around it.
- Strong working knowledge of Oracle Calculation Manager, Essbase calculations, and Groovy business rules sufficient to direct and validate their design, even if not personally writing all of the code.
- Working knowledge of Oracle Smart View and standard EPM reporting capabilities.
- Demonstrated experience leading requirements-gathering and translating real budgeting and forecasting practice into functional and technical designs.
- Strong verbal and written communication skills, including experience presenting to federal executives and budget stakeholders.
- Ability to meet federal client suitability, citizenship, residency, and background-investigation requirements applicable to the assigned project.
Preferred Experience- Experience leading an Oracle Cloud EPM Planning implementation for a federal government agency.
- Detailed knowledge of federal budget formulation and execution processes.
- Familiarity with OMB Circular A-11 and federal budget submission requirements.
- Experience with federal appropriations, apportionments, allotments, operating plans, spend plans, and multi-year funding.
- Experience integrating Oracle Cloud EPM Planning with Oracle Federal Financials, EBS, or Fusion Cloud ERP.
- Oracle Cloud EPM certification.
- PMP, CPA, or Certified Government Financial Manager certification.
- Active federal Public Trust or security clearance.
Security & Eligibility Requirements- Ability to obtain and maintain the federal government suitability or security clearance required for the assigned project
- S. Citizenship or Permanent Residency required (no visa sponsorship available)
Benefits- Referral Bonus
- (401k) Matching
- Holidays - Eleven
- Technology Reimbursement
- Short-Term & Long-Term Disability
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (0-3 years - 15 Days PTO | 3+ years 20 Days)
- 80% Employer Paid Health Care Plan (Medical, Dental & Vision)
Benefit eligibility and coverage are subject to applicable plan terms and company policies.
