Full-Time

EPM Analyst

Updated on 8/23/2026

Harris Williams

Harris Williams

Global investment bank focused on M&A advisory

Compensation Overview

$140k - $165k/yr

No H1B Sponsorship

Richmond, VA, USA

Hybrid

Richmond-area candidates work hybrid; candidates outside the Richmond area may be considered fully remote.

Bachelor's

Category
Accounting (1)
Required Skills
Oracle Hyperion
Forecasting

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Requirements
  • Five to seven years of experience working with Oracle Enterprise Performance Management; strong Oracle Hyperion experience may be considered when complemented by other relevant skills.
  • Hands-on experience with Financial Consolidation and Close, Account Reconciliation Cloud Service, and Enterprise Data Management Cloud.
  • Experience with Oracle ERP General Ledger.
  • Experience with Fusion Essbase cubes.
  • Experience with Smart View and Financial Reporting Studio.
  • Experience with budgeting and forecasting processes and systems.
  • Experience with reconciliation and consolidation processes.
  • Experience loading data from Oracle ERP into Oracle EPM.
  • Strong understanding of financial statements, consolidations, and close processes.
  • Experience working with Finance, Accounting, and FP&A teams.
  • A bachelor's degree, or a comparable combination of education, job-specific certifications, and experience.
  • Must be authorized to work in the United States without sponsorship.
  • Strong financial systems and accounting knowledge, with attention to detail and data accuracy.
  • Strong analytical and problem-solving skills.
  • Ability to work independently, manage multiple priorities, and collaborate across Finance, Accounting, FP&A, and IT teams.
  • Strong communication and documentation skills.
Responsibilities
  • Support the implementation, administration, and ongoing development of Oracle EPM applications.
  • Support and maintain core Oracle EPM modules, including Financial Consolidation and Close, Account Reconciliation Cloud Service, and Enterprise Data Management Cloud.
  • Develop and maintain consolidation, reconciliation, budgeting, and forecasting processes.
  • Support financial consolidations, intercompany eliminations, and close processes.
  • Develop and maintain budgeting and forecasting models.
  • Work with Fusion Essbase cubes and EPM data models.
  • Develop and maintain reports using Smart View and Financial Reporting Studio.
  • Support data loads and integrations from Oracle ERP into Oracle EPM.
  • Partner with Finance and Accounting teams to support financial reporting and planning processes.
  • Support reconciliation processes and account reconciliation automation.
  • Assist with allocation rules, financial calculations, and consolidation rules.
  • Maintain metadata, hierarchies, and master data within EPM applications.
  • Document EPM processes, business rules, and system configurations.
  • Assist with system upgrades, testing, and implementation activities related to Oracle EPM applications.
Desired Qualifications
  • Oracle ERP consolidation in General Ledger.
  • Allocation rules and financial calculations.
  • Oracle EPM administration and security.
  • Experience with Oracle ERP Accounts Receivable, Accounts Payable, Cash Management, Fixed Assets, Projects, and Procurement modules.
  • Experience integrating Oracle ERP and Oracle EPM systems.
  • Experience working in a financial services, investment banking, or professional services environment.
  • Experience with Customer Solutions, Data Architecture Development, End Users, Problem Resolution, and Technical Support.
  • Experience with Application Delivery Process, Hardware Infrastructure, Service Request Management Process, Software Installation and Support, Systems Software Infrastructure, and Technical Troubleshooting.

Harris Williams is a global investment bank that advises companies on mergers and acquisitions, guiding clients through sale processes, buyouts, and strategic combinations. It organizes coverage around dedicated industry teams spanning healthcare, transportation and logistics, consumer products, business services, and technology, pairing sector-specific bankers with M&A execution to position companies and connect them with buyers. Its clients include privately held companies and corporations as well as private equity sponsors and their portfolio companies, served across a network of global offices. What sets Harris Williams apart is its industry-focused coverage combined with an advisory-only model—it earns fees for guidance rather than taking principal positions in the businesses it represents. The goal is to help owners and investors maximize value and meet their strategic objectives through well-executed transactions.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

1991

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Simplify Jobs

Simplify's Take

What believers are saying

  • February 24, 2026 promotions expanded leadership across M&A, Europe, and transportation.
  • Recent mandates included USIC, Liquibox, and Brothers International, showing active deal execution.
  • PNC's July 18, 2026 acquisition can widen financing relationships and cross-sell opportunities.

What critics are saying

  • PNC ownership limits independence, reducing appeal to sellers wanting completely boutique advice.
  • Integration after July 18, 2026 acquisition can trigger retention issues and cultural drift.
  • Deal-dependent revenue faces a slowdown if 2026 M&A volumes weaken, hitting bonuses quickly.

What makes Harris Williams unique

  • PNC completed Harris Williams acquisition on July 18, 2026, adding balance-sheet support.
  • The firm specializes in middle-market M&A and private capital advisory across global sectors.
  • Deep sector benches in infrastructure, packaging, consumer, and logistics drive repeat client coverage.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

401(k) Company Match

Employee Stock Purchase Plan

Wellness Program

Parental Leave

Paid Holidays

Paid Vacation

Adoption Assistance

Childcare Support

Elder Care Support

Training Programs

Mentorship Program

Professional Development Budget

Tuition Reimbursement

Company News

Business Wire
Feb 28th, 2024
Harris Williams Announces Senior-Level Promotions

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in MA and private capital advisory services, today announced the promotions of senior professionals across the U.S. and Europe. The promotions include:Ryan Budlong and Brent Spiller have each been promoted to co-head of the Consumer Group;Jen Bayat, Tyler Bradshaw, Nick Owens, Andreas Poth, Brian Titterington, Bryce Walker, and Greg Waller have been promoted to managing director;Rob Devlin and Richard Furseth have been promoted to director; andWill Baker, Ted Casey, Elliot Cave, Colin Chapin, Luke Clifford, Robert Crampton, Nick Crystal, Henry Frost, Sam Funkhouser, Addison Jones, Michael Tuohey, and Kel Wilburn have been promoted to vice president.“We are pleased to recognize these individuals, all of whom exhibit the expertise, market intelligence, and collaborative mindset that enable Harris Williams to consistently deliver superior outcomes for our clients,” said John Neuner, co-CEO of Harris Williams. “We are confident this next generation of senior-level professionals will continue to advance our firm’s capabilities and deepen our relationships with clients across the globe.”. “There is no more strategic investment we can make than the one we make in our people, and these promotions are a reflection of our commitment to supporting the ongoing success of these outstanding professionals,” said Bob Baltimore, co-CEO of Harris Williams. “We are proud to highlight their dedication to Harris Williams, and we look forward to their continued impact in helping our clients unlock value in their businesses.”

Business Wire
Jan 31st, 2023
Harris Williams Advises Magaya Corporation On Its Recapitalization By Apax Digital

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Magaya Corporation (Magaya), a portfolio company of LLR Partners (LLR), on its recapitalization from funds advised by Apax Digital, the growth equity arm of Apax Partners (Apax). Magaya is a leading provider of cloud-based supply chain automation and logistics software for freight forwarders, customs brokers, and other international logistics providers. The transaction was led by Andy Leed, Erik Szyndlar, Ryan Costa, Colin Chapin and Sean McGann of the Harris Williams Technology Group.“International logistics is undergoing an industry-wide digital transformation, and Magaya is playing a central role in helping freight forwarders become more agile and resilient through its modern digital freight platform,” said Andy Leed, a managing director at Harris Williams. “It was a pleasure working with CEO Gary Nemmers, Magaya’s co-founders, and management on this transaction, and we are excited to see what the company accomplishes in their continued partnership with LLR and with their new partner Apax Digital.”“This investment represents another high-profile transaction for Harris Williams within the broader supply chain and logistics technology sector,” said Ryan Costa, a director at Harris Williams. “The rapidly changing global trade environment, which is characterized by growing trade volumes, increasing complexity, and ongoing diversification away from single-sourced supply chains, is not only driving strong demand for Magaya’s solutions, but also fueling investment activity across the broader market. We expect strong investor and corporate buyer interest to continue as these trends create new challenges for organizations.”Magaya is a modern digital freight platform that accelerates growth with flexible, interoperable, and modular cloud-based solutions designed to optimize and digitize end-to-end logistics operations and customer experience

Business Wire
Jan 13th, 2023
Harris Williams Advises Flagstop Car Wash On Its Recapitalization By Garnett Station Partners

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Flagstop Car Wash (Flagstop) on its recapitalization and growth capital investment by Garnett Station Partners, LLC (Garnett Station). Flagstop is a rapidly expanding express car wash platform with 14 locations in Central Virginia. The transaction was led by Jershon Jones and Matt Williamson of the Harris Williams Transportation & Logistics (T&L) Group.“This transaction represents another marquee deal in the highly attractive car wash sector. Flagstop is a premier regional platform that is well-positioned for long-term growth. We are incredibly excited about the partnership between Flagstop and Garnett Station and look forward to seeing their continued success together,” said Jershon Jones, a managing director at Harris Williams.Flagstop was founded over 40 years ago in Chester, Virginia by Bob Schrum. Jamie Nester, Craig Marable, and Derek Haynes acquired the company in late 2016 and have successfully grown Flagstop into the leading express car wash platform in the greater Richmond, Virginia market with 14 existing locations

Business Wire
Nov 18th, 2022
Harris Williams Advises Bregal In Connection With The Combination Of Four Portfolio Companies To Form Genii Software Group

LONDON--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bregal Unternehmerkapital Funds (Bregal) in connection with the combination of four portfolio companies, GUS Group (GUS), iptor, SHD, and PDV, to form GENII Software Group (GENII). The transaction was led by the Harris Williams Technology Group, including Thierry Monjauze, Mathew Tsui, Christopher Duerolf, and Ruben Pinheiro. “GENII represents a highly strategic transaction, consolidating a number of leading, specialist ERP players and further highlighting the power of creating diversified platforms of scale across the software market. We look forward to following the continued success of the new GENII banner,” said Thierry Monjauze, a managing director at Harris Williams. “It was great working with the Bregal team again, having sold iptor to them a few years ago.”

Business Wire
Nov 11th, 2022
Harris Williams Advises United States Infrastructure Corporation On Its Sale Of A 50% Stake To Kohlberg Company

RICHMOND, Va.--(BUSINESS WIRE)--Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised United States Infrastructure Corporation (USIC), a portfolio company of Partners Group, acting on behalf of its clients, on its sale of a 50% stake to Kohlberg & Company (Kohlberg). Partners Group will retain a 50% co-lead interest. Kohlberg was joined in this investment by a group of new partners that includes funds managed by Neuberger Berman. USIC is a leading provider of outsourced "utility locate" services, which involve locating, identifying, and marking sub-surface utility infrastructure such as pipes, cables, and fiber. The transaction was led by the Harris Williams Energy, Power & Infrastructure (EPI) Group and Business Services Group, including Bob Baltimore, Drew Spitzer, Matt White, Taylor Morris, Bill Greven, Thomas Saunders, Phil Hart and John Holleman. “USIC represents another marquee transaction for Harris Williams within the broader infrastructure services sector,” said Matt White, a managing director at Harris Williams. “The company’s proven track record of growth coupled with its resiliency through market cycles were key differentiators for investors seeking platforms of scale. These factors, along with management’s vision to create a tech-focused, employee-centric business model, led to tremendous excitement across the investment community.”