Senior Technical Account Manager

REQUIREMENTS & QUALIFICATIONS

A. Education & Professional Background

• Bachelor's degree in Finance, Accounting, Business, Information Systems, Computer Science, or related discipline.
• Professional finance / accounting qualification strongly preferred: CMA, CPA, CA, ACCA, or equivalent.
• English fluency required (written + spoken, business-grade); native or fluent Cantonese required.

B. EPM Cloud Product Expertise

B.1 Oracle FCCS - Financial Consolidation & Close Cloud Service

• End-to-end functional configuration of FCCS including dimension design, consolidation methods, intercompany eliminations, multi-currency translation (FX), ownership-based minority interest, journal entries, and statutory / management reporting outputs.
• Hands-on experience building calculation logic for consolidated funding flows, intercompany profit-distribution, and group consolidation scenarios.

• Solid knowledge of financial close cycle - trial balance capture, intercompany matching, eliminations, FX translation, multi-entity consolidation, ownership handling.

• Ability to support month-end, quarter-end, and year-end close processes from design through execution and statutory sign-off.

B.2 Oracle EPBCS - Enterprise Planning, Budgeting & Forecasting

• End-to-end functional configuration of EPBCS

• Experience translating FP&A processes into EPBCS designs.

• Knowledge of planning governance in EPBCS

C. Implementation & Delivery Experience

• 8+ years of finance / FP&A / financial close experience, including at least 4 years hands-on with Oracle FCCS and EPBCS.
• At least two full lifecycle implementations of FCCS (or Hyperion Financial Management) and at least two full lifecycle implementations of EPBCS as functional owner.
• Experience with config, build, and validation of calc scripts, business rules, member formulas, dashboards, approval workflows, and Smart View reports.
• Experience running or supporting SIT / UAT / regression cycles, end-user training, and hyper-care.

D. Technical & Integration Literacy

• Knowledge of Oracle EPM Automate, REST API, Data Management / Data Exchange, ODI / FDI.

• Ability to collaborate with solution architects on dimension design, integration patterns, and security hierarchies.
• Familiarity with Smart View, dashboards, and reporting outputs required for finance audiences.

E. Communication

• Workshop facilitation skills (fit-to-standard, solution design, UAT readiness).

• Comfortable translating complex finance-process intent into board-ready configuration and back into audit-traceable documentation.

• Independent and a proactive personality

Key

Responsibilities

Customer Engagement:

-Serves as the main point of contact for individual-level contracts, providing

comprehensive business process, product/service (e.g., hardware, applications,

software) functionality, and/or implementation knowledge in an advisory manner.

-Provides timely services in line with their practices, procedures, contractual

budgets, leveraging contractual agreements.

-Maintains customer relations, communicating with customers regularly to ensure

satisfaction. Provides updates on customer status to leadership.

-Educates customers on the most effective and efficient way to leverage Oracle

services, products, and tools, providing feedback on customer organization

performance.

Issue Resolution:

-Reviews service requests and gathers information from appropriate parties to

determine next steps.

-Identifies potential crises or concerns and works to resolve customer issues

and incidents in a timely manner, leveraging comprehensive knowledge of

appropriate resources and other customer experience to develop customized

solutions.

-Connects and/or escalates issues to appropriate teams to reach solutions and

minimize impact on the business, independently reporting pain points to

leadership.

Account Management and Governance:

-Develops and maintains service delivery and project plans throughout their

lifecycle and ensures positive margins according to governance and account

management expectations and contracted terms.

-Updates and maintains accurate customer account, contract, and service history

information.

-Independently conducts periodic account planning and account reviews, tracking

and communicating status on projects including risk identification and

mitigation recommendations.

-Ensures up-to-date documentation of and maintains contract cost, resources and

scheduling, and scope, working to meet contract revenue and margin objectives.

-Identifies and submits delivery leads for new opportunities and contract

renewals.

Technical Delivery Management:

-Advises customers on optimal use and health or their Oracle product/service

investment, independently providing ongoing maintenance to optimize and ensure

effectiveness and performance of the product and/or service.

-Collaborates with cross-functional teams, executing and contributing to

technical delivery plans.

-Independently acts as a liaison between customers, internal, and external

teams.

-Adheres to plans to ensure customers understand and are able to adopt product

and service changes according to policies and best practices.

Innovation and Continuous Improvement:

-Works closely with peers to identify and develop innovative ways of delivering

service and improving overall product and service utilization to achieve ROI

goals.

-Contributes to the team by providing guidance and sharing knowledge of

relevant product, service, and/or support information or issues.

-Independently identifies opportunities for enhanced value for services.

-Provides input on the development of new services and/or processes, remaining

up-to-date with technological, business, and industry trends.

Core Responsibilities

Planning & Execution:

-Independently manages work, monitoring timelines and deliverables to ensure

projects or initiatives stay on track and meet requirements. Proactively

prioritizes work and adapts to resource or timeline shifts, suggesting

adjustments to maintain project efficiency.

Collaboration & Partnership:

-Collaborates across teams to align on expectations and achieve shared

objectives. Builds and maintains a comprehensive understanding of business,

stakeholder, and/or customer needs to build and support effective partnerships.

Actively listens to diverse perspectives and asks questions to ensure

understanding of others.

Problem Solving:

-Independently identifies and addresses standard and non-standard issues in

accordance with standard practices, escalating more complex issues as

appropriate. Analyzes data and/or information from multiple sources to

troubleshoot standard and non-standard errors. Contributes to knowledge sharing

and best practices.

Continuous Learning:

-Embraces continuous learning by actively seeking to build knowledge and new

skills and/or tools and staying current with industry trends and best

practices. Seeks out and leverages feedback and training to improve skills.

Contributes to a culture of continuous learning and knowledge sharing with team

members.

Continuous Improvement:

-Develops ideas and recommends updates to increase the efficiency and

effectiveness of processes, protocols, and workflows within a team. Seeks input

from team members on alternative approaches and methods for improving work.

Career Level - IC3