Back to EPM Techno Fusion

EPBCS + USCMA

A specialized dual-track blending EPBCS technical skills with US CMA functional knowledge.

Duration

60 Hours

Level

Intermediate

Track

EPM Techno Fusion

Description

Course Overview

Explore our comprehensive Oracle EPM CMA course details and registration pathway designed for learners who want both platform understanding and finance context.

This blended track combines Enterprise Performance Management concepts with strategic modeling and management accounting awareness.

The training is structured to move from platform understanding to hands-on configuration, validation, and project-readiness, so learners can apply the concepts in real implementation and support environments.

Course Content

Structured Syllabus

Download Syllabus

Stage 1: Foundation (Basics of Finance & Planning)

  • Introduction to Financial Planning & Analysis (FP&A)
  • Importance of Budgeting, Forecasting, and Strategic Planning in Business
  • Key Financial Terms & Concepts (Revenue, Expenses, Profit, Cash Flow, Balance Sheet)
  • Introduction to US CMA Strategic Modelling - why it matters
  • Overview of Enterprise Performance Management (EPM)

Stage 2: Strategic Planning (Beginner Friendly)

  • What is Strategy? Basics of Business Planning
  • Internal & External Factors - simple examples (competition, resources, customers)
  • Mission, Vision, and Long-Term Goals (with case study)
  • SWOT Analysis - hands-on exercise
  • Business Scenarios (Best Case, Worst Case, Likely Case)

Stage 3: Budgeting & Forecasting (Step-by-Step)

  • Budgeting Basics: Why companies make budgets; Simple budget example (household budget to company budget)
  • Types of Budgets: Top-Down & Bottom-Up; Flexible Budgets; Zero-Based Budgeting (ZBB) - explained with examples
  • Forecasting Basics: What is a forecast? Difference between budget & forecast; Simple forecasting methods (Trend, Moving Average); Introduction to Sensitivity Analysis (What if sales drop by 10%?)
  • Master Budget Basics: Operating Budget; Cash Budget; Simple Pro forma Statements

Stage 4: Oracle Planning Solutions - PBCS vs. EPBCS

  • Introduction to Oracle EPM Cloud: PBCS (Planning and Budgeting Cloud Service); EPBCS (Enterprise Planning and Budgeting Cloud Service)
  • PBCS - Flexible, customizable planning solution; customers build all modules from scratch.
  • EPBCS - Comes with prebuilt frameworks (Workforce, Projects, Capital, Strategic Modeling) for faster adoption.
  • PBCS = Good for companies needing custom models.
  • EPBCS = Best for large enterprises needing standard models.
  • Why Companies Are Moving to EPBCS from PBCS

Stage 5: Core PBCS Training (Hands-On Experience)

  • Creating a Planning Application
  • Working with Dimensions (Accounts, Periods, Entities, etc.)
  • Creating Planning Forms & Dashboards
  • Entering Data into Planning Forms
  • Running Jobs & Validating Data
  • Smart View Basics (Excel Integration)
  • Managing Application Settings & Databases
  • Introduction to EPM Automate (basic automation concepts)

Stage 6: Core EPBCS Training (Hands-On Experience)

  • Creating Applications & Navigating the Interface
  • Understanding Prebuilt Modules: Financials (Financial Model, Revenue, Expenses, Income Statement, Balance Sheet); Workforce Planning (Headcount, Salary Planning); Project Planning (Cost & Revenue Planning); Capital Planning (Assets & Depreciation); Strategic Modelling (What-If Analysis, Long-Term Scenarios)
  • Using Sandboxes for safe testing
  • Working with Valid Intersections & Data Maps
  • Managing Jobs & Validations
  • Introduction to Rolling Forecasts with EPBCS

Stage 7: Business Rules & Reporting (Beginner Level)

  • What are Business Rules? (explained with simple finance logic)
  • Basics of Calculation Manager (no coding, focus on templates)
  • Creating a Simple Report in PBCS & EPBCS
  • Understanding Valid Intersections & Data Maps
  • Linking Reports to Pro forma Statements

Stage 8: Capstone Mini Projects (For Freshers)

  • PBCS Case study
  • EPBCS Case study
  • Reference Material

Outcome for Freshers

  • Understand finance domain concepts from US CMA Strategic Modelling.
  • Hands-on experience with both PBCS (custom planning) and EPBCS (enterprise prebuilt modules).
  • Ability to explain differences between PBCS & EPBCS in interviews.
  • Ready for roles like EPM Analyst, FP&A Associate, or Planning Consultant (PBCS/EPBCS).
Highlights

Practical Training Advantages

Instructor

EPBCS Techno-Functional Lead

15+ years of experience. Teaches planning configuration, forms, workflows, Smart View, data flow, and FP&A project delivery.

  • Combine Oracle EPBCS planning build skills with CMA-aligned financial planning, performance management, analytics, and decision-support concepts.
  • Model budgets, forecasts, workforce assumptions, operating expense plans, and management reporting outputs using FP&A business cases.
  • Connect EPBCS configuration to CMA topics such as budgeting, variance analysis, internal controls, cost behavior, and performance measurement.
  • Practice interview-ready explanations that link planning tool design with finance ownership, management accounting, and strategy support.
  • Work through a blended mock project from requirements to model build, data load, Smart View review, UAT, and finance stakeholder walkthrough.
  • Discuss how techno-functional consultants translate accounting and FP&A language into Oracle EPM design decisions.
Who This Course Is For

Built For Practical Career Growth

  • Finance professionals who want Oracle EPBCS skills plus stronger CMA-aligned business finance knowledge.
  • CMA learners targeting FP&A, planning systems, or Oracle EPM techno-functional roles.
  • Oracle EPM consultants who need stronger finance-domain explanation and management accounting context.
  • Freshers with accounting, MBA, or commerce backgrounds aiming for planning analyst or EPM consultant roles.
Enrollment

Ready to discuss this course?

Request batch schedules, pricing confirmation, and enrollment support for EPBCS + USCMA.

FAQ

Frequently Asked Questions

Common questions about EPBCS + USCMA, training support, projects, and enrollment.

Yes. We provide assistance with resume building, LinkedIn optimization, mock interviews, job referral guidance through our network, and interview preparation aligned to the selected course.

Yes. Where certification is relevant, the trainer explains exam focus areas, preparation strategy, reference material, and the practical skills needed beyond certification.

Yes. Course exercises are structured around real implementation, support, reporting, automation, close, planning, or security scenarios depending on the selected course.

Yes. Learners can raise questions during live sessions and receive guidance on assignments, configuration issues, and practical scenarios covered in the batch.

Most batches are delivered online with live instructor-led sessions. Classroom or hybrid options may be available based on batch location and demand.

Recorded session access may be available for enrolled learners depending on the batch format and training policy shared during enrollment.