Senior EPM / CCH Tagetik Consultant – Technical & Functional

Job TItle: Senior CCH Tagetik Technical & Functional Consultant (Financial Consolidation | SAP Integration | Security | Reporting)
Engagement: Initial 7-month contract, with potential for extension or conversion to a full-time position
Work arrangement: 100% Remote
Position Overview
We are seeking an experienced, hands-on CCH Tagetik consultant to support implementation, UAT, go-live, and ongoing optimization of our financial consolidation and reporting platform.
The consultant will partner with Corporate Finance, Consolidation, IT, and implementation teams to configure solutions, resolve issues, develop customized reporting, strengthen system security, and automate close activities. This is an execution-focused technical and functional role, not a project management position.
Key Responsibilities
Implementation, UAT & Go-Live
Support Tagetik configuration, deployment readiness, cutover, production go-live, and post-go-live hypercare.
Design, execute, and document UAT scenarios covering consolidation, journals, approvals, reporting, security, and integrations.
Investigate defects, perform root-cause analysis, implement fixes, and coordinate regression testing and business validation.
Provide timely production troubleshooting during month-end, quarter-end, and year-end close.
Financial Consolidation & Close Automation
Configure and optimize consolidation rules, currency translation, intercompany eliminations, ownership and entity hierarchies, and consolidation adjustments.
Support consolidation journal entry processes, including draft, submission, approval, posting, and audit trails.
Automate manual close tasks, reconciliation checks, data validations, and recurring consolidation activities.
Identify and resolve calculation, workflow, and data-quality issues that affect financial close accuracy or timeliness.
Reporting Development & Customization
Build and maintain Tagetik financial statements, consolidated reporting packages, management reports, dashboards, and ad hoc reporting templates.
Customize business rules, calculations, data mappings, reporting hierarchies, and workflow logic to meet Finance requirements.
Improve reporting accuracy, performance, and automation while reducing manual Excel-based activities.
Role, Access & Security Administration
Own day-to-day Tagetik user and role administration, including provisioning, modifications, deactivation, and periodic access reviews.
Design, configure, maintain, and troubleshoot role-based access permissions, user groups, and access to applications, entities, reports, and workflows.
Implement appropriate segregation-of-duties (SoD) controls for administrators, preparers, reviewers, approvers, and consolidation posting roles.
Support security testing during UAT and go-live, investigate access issues, and maintain documentation and auditable records of access changes.
Coordinate with Finance, IT, and Internal Controls to ensure access follows approved authorization and least-privilege principles.
Integration, Administration & Knowledge Transfer
Support SAP-to-Tagetik financial data integration, including OData or other interfaces, data loads, mappings, and reconciliations.
Maintain system configuration documentation, support controlled change deployment, and investigate integration and performance issues.
Provide practical user support, training, and knowledge transfer to internal Finance and IT teams.
Required Qualifications
5+ years of financial systems, consolidation, or EPM implementation experience, including significant hands-on CCH Tagetik configuration and support.
Proven experience in Tagetik consolidation, close processes, report development, business rules, workflows, and technical troubleshooting.
Strong understanding of currency translation, intercompany eliminations, consolidation journals, and financial reporting.
Experience with UAT, production cutover, go-live support, and issue resolution.
Hands-on experience managing Tagetik users, security roles, access permissions, and segregation-of-duties requirements.
Familiarity with SAP financial data integration and reconciliation.
Excellent English communication skills, independent problem-solving ability, and experience collaborating with global teams.
Preferred Qualifications
SQL, ETL, SAP OData, financial data structures, and systems integration experience.
Experience with SOX controls, access recertification, audit trails, and internal control requirements.
Experience in multinational organizations with complex legal entity structures; CCH Tagetik certification is a plus.
Expected Deliverables
Completed UAT coverage, documented defects, and resolved go-live-critical issues.
Stable production consolidation and close processing, with responsive hypercare support.
Customized financial reports, workflow enhancements, and measurable close automation improvements.
Accurate SAP-to-Tagetik data loads and reconciliations.
Configured role and access model, completed security testing, and documented access management procedures.
Updated technical documentation and effective transfer of knowledge to internal teams

Skills
SQL, ETL, Excel, Project Management, Corporate Finance, SAP, Documentation

Experience
5+ yrs

Work arrangement
Yes