Senior/Lead Business Analyst, Oracle EPM & Reporting

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The Senior/Lead Business Analyst, Financial Close, Reconciliation & 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. 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.

This is fundamentally an accounting and process role rather than a systems role. While the Oracle EPM suite and Finance's reporting tools are the platforms through which the work is delivered, sound accounting judgment is the core competency required for success in this position. Candidates with accounting backgrounds are encouraged to apply; training on the underlying systems will be provided.

Job Responsibilities

Apply accounting judgment to evaluate the reasonableness of consolidation results, reconciliation variances, and cost allocation results, identifying and escalating discrepancies before they affect the close.

Partner with FP&A to ensure PCM allocation methodology and outputs align with how profitability results are analyzed and presented.

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 FDI and Power BI, maintaining working knowledge of data mappings, dimension crosswalks, and load rules within FDI, and data models, measures, and refresh logic within Power BI, to help 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, applying accounting knowledge to triage root causes 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, Power BI, 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.

Ability to work in diverse, global teams under tight deadlines to deliver quality work.

Commitment to delivering excellent client service and continuous improvement.

Support for an environment that delivers automation and IT-based solutions.

Ability 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 salary range for the Senior position is $78,000-$134,090. The salary range for the Lead position is $97,520-$167,640. The posted salary range reflects the lowest and highest base salary applicable to this role across our U.S. locations. Individual offers are determined based on geographic location, experience, qualifications, internal equity, and other job-related factors. As a result, the salary offered for a specific location will fall within a narrower range than the overall range displayed in this posting. This position may also be eligible to participate in the Company's annual incentive plan.

Who we are:

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory