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The Senior/Lead Business Analyst, Oracle EPM & Reporting supports Markel’s Oracle Enterprise Performance Management (EPM) applications — primarily Financial Consolidation and Close (FCCS), Account Reconciliation (ARCS), and Profitability and Cost Management (PCM) — as well as Finance’s broader enterprise reporting capabilities delivered through Oracle Financial Data Integration (FDI) and Power BI over the Financial Data Repository (FDR). Reporting to the Manager, Oracle EPM & Reporting, this role partners closely with IT, the Oracle R2R Product Owner, and Finance stakeholders to support the day-to-day operation, enhancement, and continuous improvement of the close, reconciliation, and reporting landscape.

Job Responsibilities

• Serve as a liaison between Finance teams and the IT functional team, gathering, documenting, and translating business requirements for FCCS, ARCS, PCM, and reporting initiatives and enhancements.
• Develop subject matter expertise across the Oracle EPM suite, with a specific focus on FCCS, ARCS, and PCM, and maintain a working understanding of how these applications integrate with upstream and downstream financial systems.
• Support the reporting layer connecting Oracle EPM and ERP applications to downstream reporting via Oracle Financial Data Integration (FDI), helping ensure the accuracy, completeness, and timeliness of data flows.
• Contribute to the enhancement and expansion of Power BI dashboards and reporting capabilities to improve visibility, insight, and decision-making for Finance stakeholders.
• Coordinate and support end-to-end testing efforts for FCCS, ARCS, PCM, and reporting changes, including defining test scenarios, tracking timelines across stakeholder groups, and driving issues to closure.
• Act as a point of contact for production issues across FCCS, ARCS, PCM, and reporting tools, triaging, troubleshooting, and coordinating resolution with the appropriate technical teams.
• Identify and support opportunities to enhance close, reconciliation, and reporting processes through automation, leveraging Oracle’s native capabilities within the EPM suite (e.g., intelligent matching in Account Reconciliation, automation and AI features within FCCS and Narrative Reporting, and allocation automation within Profitability and Cost Management).
• Stay current on emerging Oracle AI and automation capabilities across the EPM and reporting landscape and help assess their applicability to Finance processes.
• Serve as a representative on EPM- and reporting-related meetings and initiatives, building effective relationships with key stakeholders across Finance and IT.
• Support the development of best practice guidance, conduct training, and partner with the Finance team on enhanced use of Oracle EPM and reporting tools.
• Ensure all key process controls and appropriate governance documentation are in place and kept up to date for FCCS, ARCS, PCM, FDI, and reporting-related processes.
• Support responses to external audit queries and coordinate the delivery of supporting information requests.
• Proactively identify process gaps and inefficiencies and contribute recommendations for improvement.

Education & Experience

Required

• Bachelor’s degree in Accounting preferred or equivalent experience
• 4+ years of experience in an Analyst role

Preferred

• CPA license preferred

Work Experience/Skillset

Required

• Experience in the Financial Services industry and with Oracle products preferred; exposure to Oracle EPM applications (FCCS, ARCS, PCM) a plus.
• Familiarity with Power BI or similar reporting and analytics tools, with the ability to engage IT partners on business requirements and validate outputs.
• Familiarity with Oracle Financial Data Integration (FDI) or willingness to develop expertise in data flows between Oracle EPM/ERP applications and downstream reporting.
• Awareness of Oracle’s native AI and automation capabilities across the EPM suite, or interest in developing this expertise.
• Familiarity with Agile project methodologies and iterative delivery approaches.
• Ability to communicate and process technical information in a business-friendly manner.
• Excellent organizational skills, a methodical approach to work and tasks, and excellent attention to detail.
• Excellent analytical and problem-solving skills.
• Excellent facilitation skills with the ability to drive issues to closure.
• Ability to contribute both independently and as part of a team.
• Excellent listening, communication, interpersonal, and presentation skills.
• Able to work in diverse, global teams under tight deadlines to deliver quality work.
• Commitment to delivering excellent client service and continuous improvement.
• Supportive of an environment that delivers automation and IT-based solutions.
• Able to adapt and pivot work responsibilities based on task prioritization.

Preferred

• Demonstrated ability to mentor peers and contribute to the broader capability development of the team.
• Proven ability to independently lead requirements gathering, testing coordination, and production issue resolution across complex, ambiguous initiatives with minimal oversight.
• Experience serving as a trusted advisor to Finance leadership and IT partners, including representing senior stakeholders in cross-functional forums.
• Demonstrated ownership of end-to-end delivery for a defined area of FCCS, ARCS, PCM, FDI, or Power BI reporting, including full accountability for production issue resolution.
• Track record of independently prioritizing competing initiatives and shaping team approach and recommendations.

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Pay information:

The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors. The salary for the position is $78,000 - $107,250 with a 15% bonus potential.