Tagetik Enterprise Performance Management Analyst

Role Overview

• Serves as a resource for Tagetik within the Center of Excellence, ensuring alignment with corporate financial planning and reporting standards.
• Provides functional support for Tagetik modules, including configuration, workflow management, and enhancement requests from finance and business users.
• Collaborates with stakeholders to enable and improve financial processes such as budgeting, forecasting, consolidation, and reporting.
• Manages integration points between Tagetik and source systems (ERP, data warehouses, and other financial applications).
• Troubleshoots and resolves issues related to data loads, calculations, and reporting within Tagetik.
• Designs and maintains reports, dashboards, and templates to meet evolving business requirements.
• Performs quality assurance, unit testing, and integration testing for new configurations, enhancements, and upgrades.
• Supports governance and compliance requirements, including SOX and internal control standards, through proper documentation and change management.
• Facilitates workshops, training sessions, and on-boarding presentations for end-users to promote adoption and best practices.
• Delivers timely and accurate system solutions to business challenges while adhering to corporate IT governance and data security standards.
• Participates in special projects and lead initiatives to enhance Tagetik capabilities and process efficiency.
• Supports critical financial processes and ensures data integrity, contributing to accurate reporting and informed decision-making.

Requirements

• A minimum of 5 years of Enterprise Performance Management (EPM) experience, with a strong focus on financial planning, consolidation, and reporting systems.
• Hands-on experience with Tagetik or similar EPM platforms is required.
• Experience implementing or supporting Tagetik in a Center of Excellence or corporate finance environment preferred.
• Oil & Gas industry experience (Midstream/Pipeline & Downstream/Refining) preferred.
• Familiarity with ERP systems such as SAP and integration with EPM tools preferred.
• A minimum of a Bachelor’s Degree in Finance, Accounting, Business, Computer Science, or a related field (or equivalent work experience).
• Advanced Degree or professional certifications (FP&A, CPA, CMA or CFA) preferred.
• Strong understanding of financial processes (budgeting, forecasting, consolidation, reporting).
• Ability to configure and optimize Tagetik workflows, templates, and reporting structures.
• Excellent analytical and problem-solving skills with high attention to detail and accuracy.
• Familiarity with data integration, master data governance, and compliance requirements (SOX, audit readiness).
• Proficiency in SQL, data modeling, and reporting tools is a plus.

Tech Stack

• ERP
• SQL

Benefits

• Medical Insurance
• Vision Insurance
• Dental Insurance
• Paid Time-Off
• 401(k) Retirement Plan with match
• Educational Reimbursement
• Parental Bonding Time
• Employee Discounts