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Dallas, Texas, United States
Onsite
Shield AI is seeking a senior Solutions Architect – Finance to serve as the functional and technical authority for Oracle Fusion Cloud Financials, with deep expertise in Accounts Payable, Accounts Receivable, and General Ledger, and working fluency across enterprise planning and budgeting. This role owns the design, configuration, and continuous improvement of Oracle Fusion Financials capabilities, while maintaining command of how the finance close, reporting, and planning cycles connect across Oracle EPM and Anaplan so that cross-process dependencies are never designed in isolation.
This is a hands-on, business-facing role. The Solutions Architect is expected to be the trusted advisor and go-to resource for Finance business partners on any process change involving Oracle Fusion Financials, EPM, or Anaplan — translating business need into a scalable, well-architected solution, and then configuring and implementing that solution directly for medium-complexity projects. For large, complex initiatives, this person leads solution design and partners with Shield AI’s implementation partner to deliver, while remaining the accountable architect and voice of the Finance organization throughout.
This role is the primary systems owner supporting Finance business partners across Controllership, FP&A, and Treasury, and is responsible for ensuring Oracle Fusion Financials, Oracle EPM, and Anaplan operate as a coherent, well-integrated planning and reporting ecosystem.
Designs and delivers technical solutions, creates detailed solution designs, specific integration points, and selects appropriate tools and frameworks. Collaboration with developers and engineers to implement solutions, conducts technical reviews and resolves design challenges.
Documents architectures, provides technical guidance during development, and ensures solutions adhere to performance, security, and interoperability requirements. Prototypes new approaches and evaluates emerging technologies for project suitability.
Serve as the primary point of contact and trusted advisor for business partners across Controllership, Accounting, FP&A, and Treasury on process design and system capability questions.
Act as the lead advocate for Finance stakeholders in all ERP, EPM, and planning-related discussions, ensuring their operational needs, controls requirements, and priorities are represented in solution design.
Become the go-to resource for any proposed Finance process change, evaluating impact, feasibility, and fit within the Oracle Fusion Financials data model, chart of accounts, and integration landscape before implementation.
Translate business requirements into scalable solution designs that balance standard Oracle Fusion Financials functionality against configuration, extension, or integration needs.
Maintain a working command of end-to-end finance and planning flows — record-to-report, procure-to-pay (AP), order-to-cash (AR), and enterprise planning/budgeting — to ensure GL, AP, and AR designs do not create downstream conflicts or gaps.
Directly configure Oracle Fusion Financials — General Ledger, Accounts Payable, Accounts Receivable, Cash Management, and Fixed Assets — for medium-sized projects, enhancements, period-close changes, and break/fix work.
Build, test, and deploy configuration changes, including chart of accounts, allocations, subledger accounting rules, approval workflows, tax setup, and data structures related to core financial processes.
Configure and support Oracle EPM (planning, consolidation, and close modules) and Anaplan models used for budgeting, forecasting, and management reporting.
Author functional design documents, configuration workbooks, test scripts, and process/procedure documentation to support changes made in the environment.
For large or highly complex initiatives, define solution architecture and requirements, then partner closely with the implementation partner to execute — remaining accountable for solution quality, business fit, and knowledge transfer.
Participate in and help lead workshops, fit-gap sessions, and design reviews with Finance stakeholders and implementation partner teams.
Own the functional roadmap, configuration governance, and business alignment for enterprise planning and performance management platforms, including:
– Oracle EPM (Planning, Budgeting, Consolidation, Account Reconciliation, and Narrative Reporting as applicable)
– Anaplan (budgeting, forecasting, and workforce/operational planning models)
Ensure Oracle Fusion Financials, EPM, and Anaplan remain architecturally aligned, avoiding duplicate data ownership, conflicting chart-of-accounts structures, or reconciliation gaps across systems.
Define and maintain the target integration and data-flow model between GL/subledgers, EPM, and Anaplan to support a single source of truth for financial reporting and planning.
Design and help implement integrations between Oracle Fusion Financials and adjacent systems (Oracle EPM, Anaplan, banking/payment platforms, expense and procurement systems, and others as needed).
Define integration requirements, data mappings, and error-handling/reconciliation approaches in partnership with technical/integration teams.
Evaluate integration patterns (API, middleware, file-based) and recommend approaches appropriate to data volume, latency, close-calendar timing, and criticality.
Support testing, cutover, and hypercare activities for integration-related changes, including month-end and quarter-end close cycles.
Maintain configuration standards, documentation, and change control discipline for the AP, AR, GL, and planning functional areas, in alignment with internal controls and audit requirements.
Identify opportunities for process simplification, automation, and improved data quality across the close, AP/AR, and planning cycles.
Stay current on Oracle Fusion, EPM, and Anaplan release cycles relevant to Financials and planning, and assess/recommend adoption of new features.
Mentor junior functional/technical resources and contribute to a growing internal ERP center of excellence.
12+ years of progressive experience in enterprise ERP/EPM systems, with significant depth in General Ledger, Accounts Payable, and Accounts Receivable functions.
Hands-on experience configuring Oracle Fusion Cloud Financials; comfortable working directly in the application, not solely at a requirements level.
Experience across multiple full-lifecycle ERP implementations (Oracle Fusion required; prior experience with Oracle EBS, SAP, or other major ERP/EPM platforms is a plus).
Working knowledge of enterprise planning and budgeting processes and how they interact with GL, AP, and AR to support forecasting and management reporting.
Demonstrated experience acting as a functional/solution architect — able to design solutions independently, not just execute configuration tasks handed down by others.
Experience partnering with or managing systems integrators/implementation partners on complex delivery efforts.
Strong business partnering and stakeholder management skills; comfortable being the primary escalation point for Finance process questions.
Working understanding of integration concepts and experience partnering on ERP-to-EPM/planning system integrations.
Excellent written and verbal communication skills, including experience producing functional design documents, process documentation, and executive-level updates.
Prior consulting background (Big 4, Oracle partner, or boutique Oracle Fusion implementation firm) strongly preferred.
Direct experience owning or integrating with Oracle EPM (Planning, Consolidation, Account Reconciliation) and Anaplan platforms.
Experience in aerospace, defense, or other regulated/complex manufacturing environments.
Familiarity with Oracle Integration Cloud (OIC) or similar middleware/integration platforms.
Oracle Fusion certifications in Financials, or Oracle EPM/Anaplan certifications.
Experience operating in environments with export control, ITAR/CUI, or other regulated data-handling requirements.
Shield AI is investing in Agentic AI to accelerate and automate finance operations. This role is expected to actively identify, design, and help implement AI-driven automation across GL, AP, AR, and the planning/close cycle — not simply consume AI tools built by others.
Identify high-value candidates for Agentic AI automation within Finance — e.g., invoice matching and exception handling, AR collections/dunning, journal entry and accrual generation, account reconciliation, variance analysis, and close-task orchestration.
Design and configure AI agent workflows using Oracle’s embedded AI/ML and agentic capabilities (e.g., Oracle Fusion AI agents, OCI Generative AI, Redwood/AI-driven financial insights) and Anaplan’s AI/PlanIQ capabilities as they become available.
Partner with IT/data teams to define prompts, guardrails, data inputs, and approval/exception paths for AI agents acting on financial transactions, ensuring appropriate segregation of duties and human-in-the-loop controls.
Evaluate and pilot third-party or custom Agentic AI tools (e.g., for anomaly detection, cash forecasting, close automation, or narrative reporting) and assess fit against the target architecture.
Use AI-assisted tools for day-to-day solution work — requirements analysis, test script generation, configuration documentation, and data mapping — to increase delivery speed and quality.
Bring or build fluency in prompt engineering and AI workflow design; prior hands-on experience with generative AI or agentic AI platforms (Oracle AI Agent Studio, OCI Generative AI, Microsoft Copilot Studio, UiPath/Automation Anywhere agentic features, or similar) is a strong plus.
Champion responsible AI adoption — data quality, auditability, and change management — when introducing agentic workflows into regulated, ITAR/CUI-sensitive, and SOX-controlled environments.
