Financial System Analyst

Overview

Administer and advance the CCH Tagetik Financial Planning System for a business unit, partnering with business teams to optimize planning, forecasting, and reporting capabilities across the region.

What you'll do

• Administer the Tagetik CPM system/tool to ensure smooth operation and alignment with financial processes.
• Handle data loading and system logic, including mapping rules, cost center creation, account hierarchy, and allocations.
• Provide business finance user support, resolving functional and technical issues.
• Conduct regular system maintenance, including updates, patches, and backups, to ensure reliability and security.
• Manage user access, roles, and permissions to safeguard financial data and maintain system integrity.
• Configure and maintain financial planning, budgeting, and forecasting modules within financial systems such as Tagetik.
• Develop and manage financial models, reports, and dashboards to support budgeting and forecasting.
• Collaborate with finance teams to integrate P&L, balance sheet, and cash flow statement data into the Tagetik system.
• Gather production and development requirements and document business needs for changes and enhancements.
• Translate requirements into functional and technical designs for workflows, forms, reports, interfaces, conversions, and system enhancements, and conduct system validation and testing.
• Assist in identifying business opportunities and challenges by reviewing and analyzing financial and operational data, modelling trends, and testing hypotheses.
• Collaborate with other leaders to identify new business models and workflows.
• Identify opportunities for system improvements and optimizations to enhance financial planning and reporting processes.
• Support financial system projects, including upgrades, new implementations, or integrations, managing timelines, deliverables, and stakeholder coordination.
• Use data mining and data analytics to derive insights from various datasets.
• Foster positive and professional relationships with stakeholders for effective collaboration and communication.

What you'll need

• Bachelor's degree in data science/analytics, finance, accounting, or economics, or engineering in computer science, or a related quantitative field.
• Proficiency in data integration, management, and scripting within Corporate Performance Management tools such as Tagetik.
• Strong Python programming skills for data transformations.
• Sound knowledge of statistical modelling.
• Strong analytical skills; capable of multi-tasking in a fast-paced, dynamic environment.
• Ability to communicate effectively to multiple constituencies across multiple platforms, including email.

Nice to have

• Prior experience in data science and basic finance knowledge.
• Advanced proficiency in Excel and financial modelling, with working knowledge of SAP and other financial systems.

Details

• Reports to Bhavneet Bagga.
• Minimal travel might be required.
• Works from the Kalyani Nagar, Pune office on a hybrid schedule (Mondays and Tuesdays).
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.