Oracle EPM Learning

LIT Academy

Structured Oracle EPM learning from beginner fundamentals to professional delivery readiness.

Oracle EPM Learning

Choose a learning level

01BeginnerFoundation ConceptsUnderstanding why Oracle EPM exists, Excel vs EPM, and basic finance terminology.

Technical Track

What is Hyperion? What is Oracle EPM? How did we get here?
What is COA (Chart of Accounts) and Metadata?
Why do we have dimensions? Purpose of Entity, Account, Scenario, Version, Period, and Year dimensions
What is the difference between ERP and EPM? Why customers buy both?

Functional Track

What are regular FP&A activities? Budget, forecast, variance analysis, close
Why customers upgrade from Excel to Oracle EPM: pain points and expectations
Main finance pain points: manual consolidation, version control, errors, slow close
Basic reports every customer expects: P&L, Balance Sheet, Cash Flow, variance

Duration: 2-3 weeks

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02LearnerHands-On PBCS and FCCS BasicsBuild first forms and reports while understanding consolidation and budgeting in EPM.

Technical Track

Replicate the Excel consolidation exercise in Oracle FCCS for 10 entities
Replicate the Excel budgeting exercise in Oracle PBCS for 10 entities
Prerequisites for Excel to EPM migration: data mapping, metadata design, user training
Create your first PBCS data form: revenue planning by entity and month

Functional Track

Basics of accounting: journals, debits/credits, T-accounts, trial balance
What is intercompany accounting? Why do we eliminate intercompany transactions?
What is ownership consolidation? Parent-subsidiary relationships and minority interest
What are allocations? Cost center allocations and overhead distribution

Duration: 4-6 weeks

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03IntermediateERP Integration and EPM Automation BasicsSubledger data loads, integration mapping, REST APIs, AI/ML basics, and Oracle Agentic AI introduction.

Technical Track

Load subledger data from Oracle ERP to EPM: AP, AR, FA, Bank, Cash
Data integration mapping: Oracle ERP Cloud to PBCS/FCCS dimension mapping
Build automated data load workflows using FDMEE or Data Management
Introduction to Oracle EPM REST APIs: authenticate, read data, write data

Functional Track

Design an end-to-end close process: Day 1 checklist to Day 10 final report
Map ERP subledgers to financial statement line items in FCCS
Design allocation rules: shared services, IT costs, rent by headcount or square feet
Build a driver-based P&L model: revenue drivers to expense drivers to net income

Duration: 6-8 weeks

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04AdvancedOracle Agentic Studio and EPM Workflow AutomationAutomate EPM workflows, build production-ready agents, and prepare client-facing demos.

Technical Track

Introduction to Oracle Agentic Studio and how it connects to EPM
How to automate existing EPM tasks using Oracle Agentic AI
Build Agent 1: PBCS budget variance monitor with threshold breach alerts
Build Agent 2: FCCS close-status tracker with entity delay notification

Functional Track

Build a client demo environment: manufacturing sector, 20 entities, PBCS plus FCCS
Design an ROI case study: manual close 10 days to automated close 3 days
Write CFO-language board pack commentary: variance analysis and forward guidance
Conduct a 20-minute client demo with live PBCS walkthrough and agent in action

Duration: 8-12 weeks

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05ProfessionalConsultant-Ready DeliveryLead implementations, train others, productize solutions, and contribute to Oracle EPM thought leadership.

Technical Track

Lead a full Oracle EPM implementation: discovery, design, build, UAT, go-live
Build LIT EPM accelerators with pre-built agents packaged for sale
Design multi-module integrations: PBCS, FCCS, ARCS, Narrative, Dashboard
Performance tuning: optimize calc scripts, reduce data load time, improve UX

Functional Track

Advise CFOs on digital finance transformation roadmap
Design FP&A operating model: roles, responsibilities, EPM module ownership
Benchmark clients by close cycle time, headcount ratio, and automation percentage
Build multi-year ROI model: Year 1 payback and Year 2-3 recurring savings

Duration: 6-12 months

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