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.