
Financial Planning Consultant
1 week ago
We are seeking an experienced Manager-level Professional with expertise in Tagetik to join our Enterprise Performance Management consulting practice.
This role involves leading the design, implementation, and delivery of Tagetik solutions for financial planning, consolidation, and regulatory reporting.
About the JobThe ideal candidate will have a consulting background, deep understanding of finance processes (planning, budgeting, consolidation, and reporting), and strong client engagement skills.
- Lead end-to-end architecture of Tagetik solutions for financial planning, consolidation, and regulatory reporting.
- Translate complex business requirements into scalable, best-practice-based Tagetik solutions.
- Design data models, workflow logic, calculation rules, and reporting frameworks.
- Act as solution lead for large-scale Tagetik implementations across various industries.
- Manage project plans, budgets, resources, and client expectations.
- Collaborate with functional and technical consultants to ensure successful delivery.
- Write and maintain programmable code outlined in technical instructions and specifications for Tagetik.
- Conduct system testing, UAT, and deployment activities.
- Serve as a trusted advisor to CFOs, finance directors, and transformation leaders.
- Conduct business process reviews and propose EPM improvements.
- Lead workshops, demos, and training sessions for stakeholders.
- Define and oversee data integration with ERPs and data warehouses.
- Ensure accuracy and completeness of financial data flows.
- Implement data security, access controls, and workflow governance.
- Optimize performance of complex calculations, reports, and data loads.
To qualify for the role, you must have:
- 6–10 years of experience in EPM/CPM consulting or finance transformation.
- Minimum 3 years of hands-on experience in Tagetik implementation (certification a plus).
Desirable skills include:
- Strong knowledge of finance processes: FP&A, budgeting, consolidation, and close.
- Proven experience in client-facing roles and managing multiple stakeholders.
- Ability to manage full project lifecycles in consulting/professional services.
- Familiarity with data integration tools and scripting (SQL, ETL tools).
- Excellent communication, problem-solving, and presentation skills.
- Bachelor's degree in Finance, Accounting, Computer Science, or related field.
We offer a competitive remuneration package where you'll be rewarded for your individual and team performance.
We are committed to being an inclusive employer and are happy to consider flexible working arrangements.
Plus, we offer:
- Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.
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