CCH Tagetik Consultant - FP&A and EPM

Role & responsibilities

• Participate in end-to-end CCH Tagetik implementation projects.
• Gather and analyze business requirements from Finance, FP&A, and Accounting teams.
• Configure Tagetik solutions for:
• Budgeting
• Planning
• Forecasting
• Financial Reporting
• Management Reporting
• Financial Consolidation
• Design financial models, dimensions, hierarchies, workflows, and business rules.
• Configure budgeting and forecasting processes in Tagetik.
• Develop reports, dashboards, forms, templates, and analytical views.
• Configure and manage workflow and approval processes.
• Perform data integration and data mapping from ERP and financial systems into Tagetik.
• Support integration with platforms such as SAP, Oracle, Microsoft Dynamics, or other ERP systems.
• Assist with data validation, reconciliation, and financial reporting.
• Participate in system testing, UAT, deployment, and production support.
• Troubleshoot functional and technical issues within Tagetik.
• Prepare implementation documentation and user guides.
• Conduct knowledge-transfer and user-training sessions.
• Work directly with client Finance and FP&A stakeholders.

Preferred candidate profile

• End-to-end Tagetik implementation experience.
• CCH Tagetik certification.
• Experience integrating Tagetik with SAP / Oracle / ERP platforms.
• Knowledge of SQL and databases.
• Experience with ETL/data integration.
• Knowledge of IFRS / GAAP / financial consolidation processes.
• Experience working directly with Finance Controllers, CFO organizations, and FP&A teams.
• Experience in cloud-based Tagetik implementations.