Nadia Lodroman
Finance Transformation Consultant
Leveraging my journey from Finance and Accounting Manager to a certified Oracle EPM Consultant, I bring a unique perspective that bridges the gap between your team's needs and the technology's capabilities. I specialise in optimising Oracle EPM solutions like Tax Reporting, Narrative Reporting, Enterprise Data Management, and Financial Consolidation to ensure your investment drives real-world efficiency and insight.
I advise companies on bringing efficiency to their processes by implementing Oracle EPM solutions.
An experienced Finance Manager turned Oracle EPM Consultant. I leverage a proven track record in optimising financial operations to implement best-in-class EPM solutions like Oracle Account Reconciliation, Financial Consolidation, and Tax Reporting. My background in financial accounting ensures your implementation drives real-world efficiency.
Work Experience
2023-present
Oracle EPM Consultant, Accelalpha, Ireland
As an Oracle EPM Consultant, my focus is on delivering end-to-end solutions with measurable results:
- Oracle Tax Reporting: I successfully led the implementation for a large US regional bank, streamlining their tax provision process and achieving improved accuracy.
- Oracle Account Reconciliation (ARCS): I spearheaded ARCS with Transaction Matching implementations for two large US regional banks, automating their account reconciliation processes. To support this, I developed over 60 EPM Automate scripts to manage and upload data from more than 100 source files, including complex BAI and .txt formats.
- Financial Consolidation and Close (FCCS): I have enabled clients to achieve consolidated reporting by consolidating data from disparate ERPs (including Oracle Fusion and NetSuite) and implementing full Enterprise Chart of Accounts structures.
- End-to-End Integration: A core part of my role is architecting all data integrations. I am responsible for configuring direct Oracle ERP-to-EPM connections, custom BI Publisher reports, and various file-based integrations to ensure seamless and reliable data flow.
2018-2022
EPM Solution Engineer, Oracle, Ireland
As an EPM Solution Engineer, I:
- Demonstrated the power of Oracle EPM to transform client financial processes across planning, forecasting, consolidation, and tax reporting.
- Advised FP&A teams on strategic initiatives, including automating planning cycles and incorporating machine learning to ensure auditable compliance.
- Partnered with Controllership teams to streamline data collection from disparate sources , implement complex consolidation methodologies , and produce presentation-ready financial reports.
- Guided Tax leaders in leveraging technology to gain control over corporate tax calculations and address increased regulatory and ESG reporting requirements.
2017-2018
Global Intercompany Manager | Oath (fka Yahoo! Inc), Ireland
As Global Intercompany Manager, for both Yahoo! and AOL, I:
- Executed global transfer pricing models in close collaboration with Legal and Tax teams.
- Supported the successful migration of the trial balance from SAP to Oracle ERP, which included meticulously setting up new operational transfer pricing contracts.
- Partnered with Treasury to implement effective strategies that mitigated FX risk arising from intercompany settlements.
- Delivered in-depth analysis to support critical audit requirements for transfer pricing, country-by-country reporting (CbCR), and SOX compliance.
2014-2017
Global Intercompany Analyst | Yahoo! Inc, Ireland
In this position, I have:
- Conducted comprehensive P&L and Balance Sheet analysis, delivering insightful variance commentary.
- Prepared and rigorously reviewed monthly balance sheet reconciliations.
- Actively participated in internal and external audits, ensuring SOX controls were robust and effective.
- Contributed to the testing and implementation of new Accounts Reconciliation tools and an ERP migration.
2009-2014
Manager/Process Manager | Genpact, Romania (Yahoo! secondment)
In this position, I have:
- Led period-end closing processes, including accruals, prepayments, and preparation of VAT returns in accordance with US GAAP.
- Identified critical issues impacting credit card reconciliations and implemented solutions, significantly reducing unreconciled balances.
- Developed comprehensive process documentation and utilised Lean Six Sigma methodologies to drive efficiency.
- Successfully trained and transitioned responsibilities to an offshore team.
Previous Experience
Chief Financial Officer | Sinterom SA, Romania | 2007 - 2009
Chief Accountant | Pharmafarm SA, Romania | 2002 - 2007
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Oracle EPM Projects
Oracle Tax Reporting (TRCS) for a Regional Bank in the US
Delivered a high-impact Oracle TRCS solution for a regional US bank. By automating complex tax calculations across 15 entities and 18 states, this project freed up valuable time for the finance team and ensured greater accuracy in tax reporting. Tax Automation rules were created to streamline the Tax Accounts Rollforward reconciliations, including the use of Current Tax Payable Forms.
By using Enterprise Journals, they were able to post monthly tax provision journals directly into the Oracle ERP.
Daily integration were using a series of EPM Automate scripts to orchestrate the data import from Oracle's Financial Consolidation and Close (FCCS).
Client: US Mid-West based
Size: $12 billion banking assets
Project timeline: Feb-23 to Jul-23
Oracle Account Reconciliation (ARCS) for a Regional Bank in the US
Enabled a regional US bank to automate their high-volume transaction reconciliation process by implementing Oracle ARCS. This solution handled over 100,000 transactions daily, worth in excess of $5 billion, streamlining their operations with the Federal Reserve and Automated Clearing House.
I spearheaded a redesign of the
Reconciliation Compliance process, enabling the bank to efficiently group and reconcile 8,000+ balance sheet accounts. By integrating automated updates for Fixed Assets, CIP and Multi-Period Accounting directly from their
Oracle ERP, and leveraging
EPM Automate scripts to orchestrate data imports from 40+ systems, I significantly streamlined their reconciliation process.
Client: US Mid-West based
Size: $12 billion banking assets
Project timeline: Nov-23 to Dec-24
Oracle Account Reconciliation (ARCS) for a Regional Bank in the US
Led the implementation of Oracle ARCS at a regional bank in the United States. This solution automated the matching of over 300,000 daily banking transactions, exceeding $14 billion in value, and streamlined their interactions with the Federal Reserve and Automated Clearing House.
Additionally, I implemented Reconciliation Compliance, enabling the bank to efficiently group and reconcile over 20,000 balance sheet accounts.
Daily integration were using a series of EPM Automate scripts to orchestrate the data import from multiple various source systems.
Client: US Connecticut based
Size: $75 billion banking assets
Project timeline: Nov-23 to Aug-24
All things Oracle EPM
Education
2001-2006
Dimitrie Cantemir University, Romania
Master of Laws (LLM)
1995-1999
Babeș-Bolyai University, Romania
Bachelor of Business Administration (BBA) in Business/Managerial Economics,
Oracle Account Reconciliation
Streamline High-Volume Transaction Reconciliation with ARC
- Helping clients optimise their use of Oracle ARC to maximise efficiency and automation.
- Connecting Oracle ARC with existing ERP and financial systems (e.g., Oracle Cloud ERP, OTBI Reports, Oracle Financial Consolidation and Close, BAI and Text files, etc)
- Custom Reports
- Custom Dashboards
- Group Reconciliations
- Providing user training and ongoing support.
- Tailoring Oracle ARC workflow rules to ensure SOX compliance.
Oracle Tax Reporting
Reduce Risk and Improve Efficiency with Oracle Tax Reporting
- Full lifecycle implementation of Oracle Tax Reporting, including needs assessment, configuration, data migration, testing, and go-live support.
- Tailoring Oracle Tax Reporting to unique business requirements.
- Connecting Oracle Tax Reporting with existing ERP and financial systems.
- Providing user training and ongoing support.
- Extensive experience in manufacturing, media, financial services and oil and gas
- IFRS and US GAAP expertise
Oracle Enterprise Data Management (EDM)
Comprehensive Data Management for the Modern Enterprise
- Full lifecycle implementation of Oracle EDM, including needs assessment, design, configuration, data migration, testing, and go-live support.
- Tailoring Oracle EDM to unique business requirements and data models.
- Connecting Oracle EDM with existing applications and systems (e.g., ERP, FCC, TRC, Planning)
- Establishing data governance frameworks, policies, and procedures.
- Implementing data quality rules, validation, and cleansing processes.
Oracle Financial Consolidation and Close
Accelerate Your Financial Close with Oracle FCCS
- Helping clients optimise their use of Oracle FCC to maximise efficiency and automation.
- Tailoring Oracle FCC to unique business requirements, including chart of accounts mapping, currency translations, and Intercompany eliminations.
- Connecting Oracle FCC with existing ERP and financial systems (e.g., Oracle Cloud ERP, Oracle ARC, Oracle Tax Reporting).
- Providing user training and ongoing support to ensure successful adoption and efficient use of the system.
- Helping clients optimize their use of Oracle FCC to maximise automation, streamline workflows, and improve reporting.
Oracle Narrative Reporting
Reduce Reporting Preparation and Improve Efficiency with Oracle Narrative Reporting
- Full lifecycle implementation of Oracle NR, including needs assessment, configuration, report design, data integration, and user training.
- Tailoring Oracle NR to unique reporting requirements, including branding, report templates, and workflow automation.
- Connecting Oracle NR with various data sources, including Oracle EPM Cloud, Oracle Cloud ERP, etc.
- Providing comprehensive user training and ongoing support to ensure successful adoption and effective report creation.
- Helping clients optimise their use of Oracle NR to streamline report production, improve collaboration, and enhance report quality.
Oracle Account Reconciliation 2024 Implementation Professional Oracle
Oracle Financial Consolidation and Close 2024 Implementation Professional Oracle
Oracle Enterprise Data Management 2024 Implementation Professional Oracle
Our Services
EPM Implementation Rescue & Remediation
Ideal for: Companies whose existing Oracle EPM implementation is underperforming, unstable, or not delivering the expected value.
Description: This service is a targeted intervention to get your EPM investment back on track. I begin with a thorough diagnostic of your current environment to identify critical issues. From there, I develop and execute a remediation plan, which can include re-configuring modules, optimizing integrations and automation scripts to significantly improve performance and reliability.
Supported EPM Products: Oracle Account Reconciliation, Financial Consolidation and Close, Tax Reporting, Enterprise Data Management, and Narrative Reporting.
Key Benefits: Resolves critical system issues, restores user confidence, and unlocks the true potential of your existing EPM platform.
End-to-End EPM Architecture & Implementation
Ideal for: Organizations planning a new Oracle EPM implementation who want to ensure it's done right the first time.
Description: This is a comprehensive service for delivering new EPM applications, from initial design to go-live. I lead the architectural design and configuration, ensuring every solution is built on a foundation of best practices. Crucially, this service incorporates effective change management methodologies from day one to facilitate rapid user adoption and minimize business disruption.
Supported EPM Products: Oracle Account Reconciliation, Financial Consolidation and Close, Tax Reporting, Enterprise Data Management, and Narrative Reporting.
Key Benefits: A best-practice implementation tailored to your specific needs, a smooth and predictable project lifecycle, and high user adoption from the start.
Strategic EPM Advisory & Adoption
Ideal for: Leadership teams needing expert guidance, or organisations wanting to maximise the value and user adoption of their EPM tools.
Description: This is a flexible, high-level consulting service. I can act in two primary capacities:
- Steering Committee Advisor: I provide impartial, expert guidance to your leadership team during the EPM software selection and tender process, leveraging my background as both a Finance Manager and an Oracle Solution Engineer to help you make the best strategic decisions.
- Adoption & Training Specialist: For post-implementation, I develop and deliver customised training programs for your finance teams. My focus is on ensuring your employees are proficient and confident, using proven change management strategies to drive long-term adoption and maximise your ROI.
Supported EPM Products: The Oracle EPM suite, including Planning, Account Reconciliation, Financial Consolidation, Tax Reporting, and EDM.
Key Benefits: C-level confidence in your EPM strategy, a de-risked selection process, and a well-trained team that fully utilises the platform's capabilities.
EPM Performance & Best Practice Audit
Ideal for: Companies that feel their EPM solution is functional but not fully optimised, or are questioning if they are following best practices.
Description: This is a short-term, high-impact engagement designed to assess the health of your EPM application. I perform a comprehensive review of your current configuration, integrations, and key business processes. You will receive a detailed report with actionable recommendations for performance tuning, process optimisation, and leveraging underutilised features to enhance your system's value.
Key Benefits: A clear roadmap for improvement, enhanced system performance, and confidence that your application is aligned with industry best practices.
Master Data Governance & Hierarchy Management
Ideal for: Organisations struggling with data consistency across different systems or managing complex and frequently changing hierarchies (e.g., Chart of Accounts, Legal Entities).
Description: A dedicated service focused on establishing a single source of truth for your enterprise data by implementing and managing Oracle Enterprise Data Management (EDM). I will help you design and deploy a robust governance framework to streamline change management for critical financial and management hierarchies, ensuring data integrity across your entire EPM and ERP landscape.
Key Benefits: Improved data quality and consistency, a strong governance and audit trail for master data changes, and simplified hierarchy maintenance.
Advisory Services
Our advisory services help you identify and address your business needs. We will work with you to develop a customised plan that will help you achieve your goals.
Training
Our training services will help your employees develop the skills and knowledge they need to succeed.
Remediation Services
Our remediation services will help you address any issues that may arise during the implementation of your plan. We will work with you to resolve any problems and ensure that your project is successful.
Full Life Cycle Implementation Services
Our full life cycle implementation services will help you implement your plan and achieve your goals. We will provide you with the support and resources you need to succeed.
Change Management
Our change management services will help you navigate change effectively. We will work with you to develop a change management strategy, communicate changes to your employees, and manage resistance to change.
Fractional CFO
Our diverse experience across industries like pharma, manufacturing, media, and IT, coupled with our expertise in scaling businesses of all sizes, allows us to provide insightful financial leadership and strategic guidance.
Professional skills
Oracle EPM
Tax Technology
Finance Business Transformation
IFRS/US GAAP
Languages
English
Romanian
Danish (beginner)
Spanish (beginner)
Get in Touch
Want to hear more about how I can help your project succeed. Send me an email or call me and let's talk about your needs.
Call: +353 (0) 86 796 1176
Write: nadia@lodroman.com
Let’s talk!
nadia@lodroman.com
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