AMIR KALAWANT
Practice Manager & Senior Principal Consultant - Enterprise Financial Planning, Close & Consolidation
Summary
Highly accomplished Oracle EPM & OneStream specialist with over 10 years of end-to-end implementation expertise across Planning, Budgeting, Forecasting, Financial Close & Consolidation, and Reporting. Proven track record leading complex, multi-phase projects for large government, financial services, manufacturing, and retail organisations across New Zealand and Australia. Adept at bridging the gap between business requirements and technical delivery, serving as Management Consultant, Lead Consultant, and Solution Designer on enterprise-scale programmes.
Skills
Experience
Led comprehensive OneStream XF implementation encompassing a 5-year planning and budgeting solution across multiple modules including Financial Planning, Financial Close & Consolidation, People Planning, Capital Planning, and Sales Planning. Served as the primary liaison between business stakeholders and technical teams, translating complex financial planning requirements into actionable specifications while managing offshore resources and overseeing all quality assurance activities. Extended scope to deliver group-wide financial consolidation with automated close processes, intercompany eliminations, and integrated narrative reporting for board packs and statutory disclosures.
- Led end-to-end implementation of 5-year Planning & Budgeting solution using OneStream's Financial Planning modules, spanning Financials, People Planning, Capital Planning, and Sales Planning
- Served as primary point of contact with business SMEs to translate financial planning requirements into technical specifications for the development team
- Conducted requirement-gathering workshops, playback sessions, and training for key stakeholders throughout the implementation lifecycle
- Performed quality assurance across all development of planning applications and managed offshore resources
- Oversaw SIT and UAT support, SME training, phased Go-Live releases, and comprehensive post Go-Live support
- Extended OneStream engagement to deliver Financial Close & Consolidation module, centralising group consolidation and inter-company elimination processes
- Designed and configured consolidation hierarchies, ownership structures, and elimination rules to support multi-entity reporting across the group
- Built custom consolidation logic and close management workflows to automate monthly and year-end close process, reducing manual effort and improving accuracy
- Developed management and statutory reporting packs including P&L, Balance Sheet & Cash Flow statements with variance analysis
- Developed Narrative Reporting integration for board packs and statutory disclosure documents
- Conducted targeted training for finance teams on close process, intercompany reconciliation, and journal posting
- Built role-based security to control user submission and approval permissions
- Supported UAT, sign-off activities, and Go-Live for Financial Close workstream
Guided client SMEs through their first Planning & Budgeting implementation within an existing NetSuite ERP environment, acting as technical advisor and trainer. Developed comprehensive design documentation and led administrator training covering chart of accounts configuration, application artifacts, data entry forms, and report design. Enabled automation of Trial Balance loads and provided hands-on training in business rule writing and integration setup.
- Engaged as Senior Lead Consultant to guide client's NetSuite SMEs through their first-ever Planning & Budgeting implementation within existing NetSuite ERP environment
- Created high-level design documents and led multiple administrator playback sessions covering chart of accounts, application artifacts, data entry forms, and output reports
- Delivered hands-on training in business rule writing, report design, and integration setup using NetSuite Saved Searches for actuals data
- Supported automation of Trial Balance load via Pipelines and ensured timely sign-off at each phase
Led full delivery lifecycle for a complex Oracle EPM upgrade and migration project triggered by major organizational changes including acquisition, new chart of accounts, and entity restructuring. Responsible for system design, integration architecture, and managing offshore resources while facilitating workshops to assess structural and business process impacts. Delivered comprehensive training and Go-Live support across all project phases.
- Led full delivery lifecycle for Oracle EPM upgrade and migration triggered by major acquisition, new chart of accounts, and entity restructuring
- Facilitated workshops and playback sessions to assess structural and business process impacts of ERP upgrade
- Responsible for system design and integration architecture for new source system; managed project plan, sprints, and offshore resources
- Delivered business user and SME training and provided comprehensive Go-Live support across all project phases
Delivered a group-wide financial consolidation and elimination solution using Oracle FCCS that centralized reporting across all entities. Performed comprehensive quality assurance, built consolidation reports, and supported the organization through training, UAT, and post Go-Live phases.
- Delivered group-wide financial consolidation and elimination solution using Oracle FCCS, centralising reporting across all entities
- Performed end-to-end quality assurance, built consolidation reports, conducted SME training, and supported UAT and post Go-Live activities
Led the design and delivery of comprehensive Budgeting, Forecasting, and 3-5 year Planning applications across 35+ business units using Oracle EPBCS. Accountable for complete system design, quality assurance processes, stakeholder engagement through playback sessions, and user training throughout SIT/UAT phases.
- Led design and delivery of Budgeting, Forecasting, and 3-5 year Planning applications across 35+ business units using Oracle EPBCS
- Responsible for full system design, quality assurance, playback sessions, SIT/UAT support, and SME training
Executed migration of legacy Hyperion Planning & Budgeting system to EPM EPBCS, integrating with Oracle EBS for financials and JadeStar payroll for workforce planning. Managed comprehensive project delivery including client meetings, sprint planning, cross-business unit training, and obtaining stakeholder sign-offs at each phase. Accountable for successful Go-Live releases and extensive post Go-Live support.
- Migrated legacy Hyperion Planning & Budgeting to EPM EPBCS including integration with Oracle EBS for financials and JadeStar payroll for workforce
- Managed client meetings, project plan, sprints, and training across all business units; obtained client sign-offs at each phase
- Accountable for Go-Live releases and comprehensive post Go-Live support
Implemented comprehensive Budgeting, Forecasting, and 4-5 year Planning system utilizing the full suite of Oracle EPBCS planning modules including Financials, Workforce, Capital, and Project Management. Delivered complete planning solution aligned with organizational strategic and operational planning requirements.
- Implemented Budgeting, Forecasting, and 4-5 year Planning system covering full suite of EPBCS planning modules
- Delivered solution spanning Financials, Workforce, Capital, and Project Management modules
Led full delivery of large-scale Budgeting, Forecasting, and 4-5 year Planning system across 70+ business units covering Financials, Workforce, Capital, and Projects modules. Managed comprehensive implementation including workshops, playback sessions, quality assurance, offshore resource coordination, SIT/UAT support, SME training, and phased Go-Live releases across the extensive organizational structure.
- Led full delivery of Budgeting, Forecasting, and 4-5 year Planning system across 70+ business units
- Modules included Financials, Workforce, Capital, and Projects
- Conducted workshops, playback sessions, QA, offshore resource management, SIT/UAT support, SME training, and phased Go-Lives
Contributed to initial implementation phases of Oracle EPBCS deployment, specializing in complex business rule development for Financial and Workforce modules. Provided technical expertise in rule design and post Go-Live support to ensure successful system adoption.
- Contributed to initial implementation phases and built complex business rules in EPBCS Financial and Workforce modules
- Provided post Go-Live support
Led migration of legacy Hyperion Planning system to EPM PBCS including SAP integration for a large manufacturing organization. Managed end-to-end project delivery including project planning, client meetings, stakeholder training, and Go-Live execution.
- Led migration of legacy Hyperion Planning to EPM PBCS including SAP integration
- Managed project plan, client meetings, training, and Go-Live delivery
Provided offshore technical support to the Australian onshore team, delivering application artifacts, process flow design, and complex report building. Specialized in business logic rule development and executing large-scale BSO-to-reporting cube data migrations.
- Supported onshore Australian team with application artifacts, process flow design, report building, and business logic rules
- Executed large BSO-to-reporting cube data migrations
Developed revenue planning modules and complex Essbase business logic rules for Oracle EPM PBCS implementation. Created Narrative Reporting proof of concept and designed comprehensive financial reporting packs in PowerPoint and Word formats.
- Built revenue modules, Essbase business logic rules, and Narrative Reporting POC
- Created financial reporting packs in PowerPoint and Word
Provided Oracle EPM PBCS implementation support focusing on reporting design, business rule development, and user acceptance testing. Supported Go-Live activities and provided post-implementation support.
- Delivered reporting, business rules, UAT & Go-Live & Post Go-Live support for Oracle EPM PBCS
Contributed to Oracle EPBCS implementation through reporting design, business logic development, comprehensive testing, and end-user training activities.
- Delivered reporting, business logic, testing & training for Oracle EPBCS
Executed complete implementation lifecycle for Oracle EPM PBCS including analysis, design, development, and deployment. Delivered turnkey solution from requirements through production support.
- Delivered full analysis, design, development & implementation for Oracle EPM PBCS
Supported Oracle EPBCS budgeting and forecasting implementation along with HFM report design. Created comprehensive Microsoft-based reporting packs for financial stakeholders.
- Delivered budgeting, forecasting, HFM report design, and MS reporting packs for Oracle EPBCS/HFM
Supported multiple onshore project teams with Oracle EPM implementation and backend support activities across a portfolio of client engagements, gaining foundational experience in EPM platforms and delivery methodologies.
- Supported multiple onshore project teams with Oracle EPM implementation and backend support activities across portfolio of client engagements