Finance Systems Manager

Overview

This role supports the Consolidation and Reporting team in implementing CCH Tagetik for financial consolidation and reporting. The position is responsible for building, customizing, and maintaining EPM reporting solutions and ensuring close, consolidation, and reporting requirements are translated into practical system functionality.

Responsibilities

• 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 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 strengthen the team’s internal EPM capabilities.

Close, Consolidation & Data Support

• Support EPM-related activities across close, consolidation, and financial reporting processes.
• Validate and reconcile EPM data and reports against source systems and financial results.
• Investigate reporting logic and data issues involving 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 CCH Tagetik implementation and future enhancements.
• Develop and execute test scenarios for reports, enhancements, upgrades, and other changes affecting team 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.

Requirements

• 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.

Compensation & Benefits

• Compensation commensurate with qualifications, experience, and other factors including geographic location, market and operational factors.
• Total Rewards include: Medical, Dental, Vision, Life Insurance, Disability Insurance, 401(k) Savings Plan, Employee Stock Purchase Plan, Professional Development Program, Paid Time Off and Paid Sick Time (in geographies where legally required).

Location

• Fully Remote
• San Jose, California, United States

Equal Opportunity

• Equal Opportunity Employer committed to creating an inclusive environment for all employees. Discrimination is not based on race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait.