Job Title: Finance Systems Manager/Sr Manager – EPM & Financial Reporting (CCH Tagetik)
Work Location: Hybrid in San Jose, CA
OR Remote within PST Time Zone
Duration of Assignment: 6+ Months
Pa Rate Range: $70.00 - $80.00/hr
Job Description:Position Overview
We are seeking an experienced
Finance Systems Manager/Sr Manager – EPM & Financial Reporting to join our
Consolidation and Reporting team as we implement
CCH Tagetik for financial consolidation and reporting.
Key Responsibilities
Financial Reporting & EPM Development
- Build, customize, and maintain financial statements, consolidation reports, management reporting packages, and ad hoc reports within the EPM platform.
- Translate close, consolidation, and reporting requirements into practical EPM reporting solutions.
- Improve report design, functionality, usability, performance, and maintainability.
- Identify opportunities to automate and streamline manual reporting processes.
- Develop reusable reporting solutions and help strengthen the team’s internal EPM capabilities.
Close, Consolidation & Data Support
- Support EPM-related activities across the close, consolidation, and financial reporting processes.
- Validate and reconcile EPM data and reports against source systems and financial results.
- Investigate issues involving reporting logic, formulas, sign conventions, mappings, hierarchies, data loads, integrations, and consolidation results.
- Support requirements related to intercompany eliminations, foreign currency translation, consolidation adjustments, and multi-entity reporting.
- Partner with IT and implementation resources when system or integration support is required.
Implementation, Testing & User Support
- Represent Close, Consolidation and Reporting requirements during the CCH Tagetik implementation and future enhancements.
- Develop and execute test scenarios for reports, enhancements, upgrades, and other changes affecting the team’s processes.
- Support UAT, document issues, validate resolutions, and perform regression testing when appropriate.
- Maintain functional requirements, reporting procedures, testing documentation, and user guidance.
- Provide day-to-day EPM reporting support, knowledge transfer, and training to team members.
Qualifications- Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
- 5+ years of relevant experience in Finance systems, EPM/CPM, financial reporting, consolidation, or related areas.
- Hands-on experience with CCH Tagetik or a comparable EPM/CPM platform, such as OneStream, Oracle EPM/Hyperion, SAP BPC, or similar systems.
- Demonstrated experience building and customizing financial reports within an EPM platform, beyond end-user report execution.
- Experience translating Finance and Accounting requirements into functional or reporting solutions.
- Experience with EPM implementations or significant enhancements, including testing/UAT and issue resolution.
- Strong Excel skills and experience analyzing and reconciling financial data.
- Strong analytical and problem-solving skills, with the ability to independently investigate reporting and data issues.
- Strong communication skills and ability to collaborate effectively across Accounting, Finance, IT, and external implementation teams.
Preferred Qualifications- Hands-on CCH Tagetik experience, particularly with financial consolidation and reporting.
- Experience developing financial statements, consolidation reports, management reporting packages, dashboards, or similar EPM-based reporting solutions.
- Experience with SAP or SAP S/4HANA and ERP-to-EPM data flows.
- Knowledge of consolidation accounting, including intercompany eliminations, foreign currency translation, consolidation adjustments, and multi-entity reporting.
- Familiarity with EPM metadata, hierarchies, mappings, workflows, business rules, and integrations.
- Experience supporting Finance transformation or EPM implementation in a global, multi-entity organization.
- Relevant systems certification is a plus.