Tagetik Consultant – EPM Planning, Budgeting & Financial Consolidation

Key Responsibilities

• Solution Design & Delivery
• Lead end-to-end implementations of Tagetik Planning & Budgeting and Financial Close & Consolidation modules.
• Translate business requirements into solution design documents (BRD/FRD), data models, and process flows.
• Configure dimensions, data entry forms, workflow, allocation rules, and driver-based models for planning and forecasting (Annual, Quarterly, Rolling).
• Design consolidation setup including ownership management, inter company eliminations, currency translation, and multi-GAAP (IFRS/Local GAAP) reporting.
• Data Management & Integration
• Set up data integration using Tagetik ETL/Data Collector/Data Flow, including mappings from ERP/GL (SAP, Oracle, MS Dynamics, etc.).
• Build automated data load jobs, validations, and error-handling routines.
• Ensure data quality and reconciliation between source systems and Tagetik.
• Reporting & Analytics
• Develop management reports, dashboards, disclosure packs, and statutory reports (including consolidated financial statements).
• Implement scenario/variance analysis, what-if simulations, and KPI frameworks for finance stakeholders.
• Governance, Performance & Security
• Establish metadata governance, security roles, and approval workflows.
• Perform performance tuning (calculation optimization, job scheduling, caching, and parallelization).
• Define and enforce best practices, naming conventions, environments strategy (DEV/UAT/PROD), and release management.
• Stakeholder Engagement & Enablement
• Run workshops with FP&A, Controllership, and IT teams; conduct demos and training.
• Provide L2/L3 support, root-cause analysis, and continuous improvements post go-live.
• Prepare SOPs, runbooks, configuration guides, and user training materials.

    📩 Interested candidates can send resumes to: hr@edifydata.com