Finance & Accounting · Oracle Analytics Cloud · EPM · FP&A · Board Reporting
Your Board Pack Takes a Week to Produce.It Should Be Ready Before Anyone Arrives at the Office. Financial reporting absorbs a disproportionate amount of senior finance time — data gathering, reconciliation, formatting, and narrative writing that should be automated but is not. The board receives accounts that are already 2 weeks old by the time they read them. Symhas implements Oracle Analytics Cloud and Oracle EPM on your Fusion Finance data — automated board packs generated and distributed without analyst intervention, self-serve FP&A dashboards, and AI-generated variance commentary that explains what happened and why.
↓81%Management reporting preparation time — $25B AUM financial services client
8d→1.5dFinancial close and reporting cycle — same asset manager deployment
100%Business user self-serve adoption at 90 days across Symhas OAC deployments
12wkRequirements to production Oracle Analytics reporting environment
Oracle Fusion Finance specialists available now
Active
↓81%
Maximum management reporting preparation time reduction in a single Symhas engagement
Daily
Board and management reporting frequency achievable on Oracle Analytics Cloud from Oracle Fusion data
12wk
From requirements to production Oracle Analytics Cloud environment — fixed price
100%
Business user self-serve adoption at 90 days across all Symhas Oracle Analytics deployments
What We Deliver
Core Capabilities.Production-Deployed in 12 Weeks. Every capability is implemented inside your Oracle Fusion Finance environment — not a wrapper or middleware layer. Fixed price. Fixed timeline.
Oracle Analytics Cloud ImplementationOAC · Semantic model · Dashboards · AI augmentation
Full Oracle Analytics Cloud implementation on your Oracle Fusion Finance data — connecting to the live GL, AP, AR, and EPM data to produce real-time dashboards, AI-augmented analysis, and self-service reporting.
Live Oracle Fusion Finance data in the hands of business users — no IT data request required
Oracle Analytics Cloud architecture, deployment, and Fusion data model connection
Semantic model (logical layer) design in business language — KPIs not column names
Pre-built Oracle Fusion Analytics accelerators configured and extended
AI augmentation — Explain, Predict, and Auto-Insights features activated and trained
Mobile-optimised executive dashboards for CFO, CEO, and board
Automated Board Pack & Executive ReportingAutomated · Narrative AI · Distribution · Board-ready
Board packs and management accounts generated automatically from Oracle Fusion data — AI-written variance commentary, scheduled distribution before the working day starts, and drill-through to transaction detail.
Board meets with a current, accurate pack — produced automatically while finance slept
Automated board pack generation from live Oracle Fusion GL and Analytics data
AI-generated narrative commentary on P&L variance, balance sheet movements, and cash flow
Scheduled distribution — board pack delivered at 07:00 on reporting day without analyst involvement
Scenario comparison — actuals vs budget vs forecast vs prior year in one view
Drill-through from board summary to Oracle Fusion transaction in one click
Self-Serve FP&A & Business User AnalyticsSelf-serve · FP&A · Budget variance · Driver-based
A self-service analytics environment where finance business partners and budget holders answer their own questions — without raising a data request, without waiting for IT, without opening a spreadsheet.
IT data request backlog eliminated — business users answer questions in real time
FP&A self-serve workbooks — budget vs actuals by cost centre, department, and project
Driver-based P&L analysis — volume, price, mix, and rate decomposition
Business partner dashboards — spend analysis, headcount, and operational KPIs by business unit
Governed self-serve — data access controlled by legal entity, cost centre, and data sensitivity
Oracle Analytics training and certification — finance users independent within 2 hours
Oracle EPM Planning & Forecasting IntegrationPBCS · FCCS · Workforce · Capital
Oracle Enterprise Planning and Budgeting Cloud Service (PBCS) connected to your Oracle Fusion Finance actuals — providing driver-based planning, rolling forecast, and scenario modelling directly from live data.
Finance team forecasting in hours, not weeks — driven by live actuals, not spreadsheets
Oracle PBCS implementation — annual budget and rolling forecast processes
Driver-based planning models — revenue, headcount, and cost drivers connected to P&L
Actuals integration — Oracle Fusion GL actuals loaded automatically into PBCS on close
Scenario and sensitivity modelling — what-if analysis on key business drivers
Oracle FCCS for multi-entity financial consolidation and group reporting
Delivery Model
Assessment to Productionin 12 Weeks. Fixed Price. Four phases with go/no-go gates. Every milestone has a defined deliverable. We tell you the number before week one.
01
Reporting Requirements & Data Assessment
Weeks 1–2
Structured requirements sessions by reporting audience. Data availability assessment in Oracle Fusion. KPI definition and dashboard wireframes. Architecture confirmed at Week 2 go/no-go gate.
02
Semantic Model & Dashboard Build
Weeks 3–8
Oracle Analytics semantic model built and connected to Fusion Finance. Dashboards developed per audience — CFO, FP&A, business partners. AI augmentation configured. Board pack template built.
03
Automation & Self-Serve Activation
Weeks 9–10
Board pack automation activated and tested. Scheduled distribution configured. Self-serve training delivered to finance users. Data access controls configured by role and legal entity.
04
Go-Live & User Certification
Weeks 11–12
Production go-live. First automated board pack distributed. Finance users certified on self-serve analytics. Reporting time formally measured. Symhas moves to advisory.
Financial Services · Oracle Analytics Cloud
$25B AUM Asset Manager.
From 8-Day Reporting to Automated Daily Intelligence. A global asset management firm was spending 8 days each month on management reporting — pulling data from 47 systems, reconciling manually, and assembling board packs in Excel. By the time the board received accounts, the data was 2 weeks old. Symhas implemented Oracle Analytics Cloud connected to their unified Oracle GL platform — delivering automated daily P&L, fund performance, and risk reporting to the investment committee, with a board pack generated automatically on reporting day at 07:00. Discuss Your Programme
From 8-Day Reporting to Automated Daily Intelligence. A global asset management firm was spending 8 days each month on management reporting — pulling data from 47 systems, reconciling manually, and assembling board packs in Excel. By the time the board received accounts, the data was 2 weeks old. Symhas implemented Oracle Analytics Cloud connected to their unified Oracle GL platform — delivering automated daily P&L, fund performance, and risk reporting to the investment committee, with a board pack generated automatically on reporting day at 07:00. Discuss Your Programme
↓81%Reporting prep time
DailyP&L refresh frequency
8d→1.5dFull close cycle
12wkTo production
What was delivered
Oracle Analytics Cloud — Financial Services Reporting
→Oracle Analytics Cloud semantic model — Fund, Counterparty, Instrument, and GL hierarchy
→Daily automated P&L and NAV dashboard — refreshed from Oracle Fusion Finance at midnight
→Board pack automation — investment committee pack generated and distributed at 07:00 on reporting day
→AI-generated variance commentary — material movement narratives written automatically
→Self-serve analytics for portfolio managers — exploration within governed access controls
→Drill-through from board summary to Oracle Fusion transaction in one click
“The board now asks questions the data already answers. That shift from distributing a report to having a conversation changed the quality of our investment committee meetings entirely.”
— CEO, Global Asset Management Firm
Oracle Fusion Modules
The Oracle Fusion ComponentsWe Implement for This Capability. Every module configured to your chart of accounts, legal entities, and business rules. Not a generic deployment.
Included
Oracle Analytics Cloud (OAC)
The primary Oracle analytics and BI platform — semantic model, dashboards, AI augmentation, and self-serve analytics connected to Fusion Finance data.
Semantic model and subject areas
Dashboard and visualisation development
AI augmentation — Explain and Predict
Self-serve analytics for business users
Included
Oracle Fusion Analytics (FA)
Pre-built Fusion Analytics accelerators for Finance, HR, and Supply Chain — providing faster time-to-value with Oracle-maintained data pipelines.
Pre-built Finance subject areas
Oracle-maintained Fusion data pipeline
Best-practice KPI library
Customisation layer for specific requirements
Included
Oracle PBCS / EPBCS
Oracle Planning and Budgeting Cloud Service — driver-based annual planning, rolling forecast, and scenario modelling connected to Fusion actuals.
Annual budget and rolling forecast
Driver-based P&L models
Scenario and what-if analysis
Actuals integration from Oracle Fusion GL
Included
Oracle FCCS
Oracle Financial Consolidation and Close Cloud Service — multi-entity consolidation, intercompany elimination, and group reporting.
Multi-entity consolidation
Intercompany elimination
Multi-GAAP reporting
Journal and ownership management
Included
Oracle BI Publisher
Pixel-perfect financial report production and scheduled distribution — management accounts, statutory reporting templates, and regulatory submissions.
Financial statement templates
Scheduled report distribution
Multi-format output — PDF, Excel, HTML
Regulatory and statutory report formats
Included
Oracle Data Visualization
Ad-hoc data exploration and visualisation for finance analysts — drag-and-drop analysis on Oracle Fusion data without IT involvement.
Ad-hoc exploration on Fusion Finance data
Custom chart and dashboard creation
Mobile-optimised viewing
Export to Excel and PDF
Why Symhas
Oracle Finance Expertise From45+ Enterprise Deployments.
Oracle-Native Reporting Architecture
We implement Oracle Analytics Cloud from inside Oracle Fusion Finance — understanding the data model, the security architecture, and the Fusion Analytics subject areas. Deployments complete in weeks, not months, because we know the data.
Self-Serve That Finance Users Actually Use
Self-serve analytics fails when the semantic layer uses database language. Symhas builds the semantic model in finance language — P&L line items, not GL account codes. Budget holders explore by cost centre, not by segment value.
Board Pack Automation on Day One
Every Symhas reporting engagement includes automated board pack delivery as a go-live deliverable — not a future phase. The first automated pack is distributed before the engagement ends.
AI Augmentation Activated and Trained
Oracle Analytics includes AI features that most implementations never activate. Symhas configures and trains Explain, Predict, and Auto-Insights on your Finance data — so your analysts get AI assistance, not just charts.
Governed Without a Data Request Queue
BI governance that restricts access creates a data request backlog. Symhas designs access controls that let finance users explore freely within appropriate data boundaries — controlled by legal entity, cost centre, and data sensitivity, not by IT approval.
Your Finance Team Owns the Platform
By go-live your finance systems team can build and modify dashboards, extend the semantic model, and onboard new user groups. Symhas certifies and steps back.
Also in Finance & Accounting
Explore the OtherFinance Capabilities.
General Ledger & Financial Close
The Oracle Fusion GL and close automation that produces the data the reporting environment consumes.
Accounts Payable & Receivable
P2P and O2C automation — the transaction volume that populates your AP and AR analytics dashboards.
Revenue Management & Billing
Revenue recognition and billing automation — the upstream process that drives your revenue reporting dashboards.
Next Step
Tell Us What Your Reporting Process Looks Like Today.We Will Show You What Automated Looks Like. A 30-minute Oracle Analytics assessment with a Symhas OAC specialist. We will review your current reporting landscape, map it to Oracle Fusion data availability, and tell you exactly what a 12-week engagement would deliver — including the first automated board pack distributed before you leave the room. No pitch deck. No sales process. An honest conversation about your Oracle Finance environment.