Senior Financial Systems Analyst - CPM / Financial Planning Systems

Overview

Senior Financial Systems Analyst responsible for advanced configuration, administration and support of CPM/EPM and related financial systems supporting the Health organization at Wolters Kluwer.

What you'll do

• Own advanced configuration, administration, and ongoing support of CPM/EPM and related financial systems supporting the Health organization.
• Administer user access, roles, permissions, hierarchies, workflows, metadata, business rules, and other system configurations, ensuring appropriate governance and controls.
• Monitor system performance, scheduled processes, data loads, and integrations; investigate complex issues and coordinate timely resolution across Finance, IT, vendors, and business teams.
• Lead system maintenance, updates, regression testing, UAT, and release activities while maintaining detailed system documentation, SOPs, and support materials.
• Support and enhance planning, budgeting, forecasting, consolidation, and reporting processes, ensuring financial data is accurate, complete, and available according to business timelines.
• Partner with Finance and FP&A stakeholders to gather requirements, analyze financial and process needs, and develop management reports, dashboards, and system solutions.
• Perform advanced data and variance analysis, reconcile financial information across systems, and translate business requirements into configurations, validations, automations, and data flows.
• Identify and implement opportunities to automate, simplify, and standardize financial processes, controls, system configurations, and reporting.
• Lead or independently manage workstreams for CPM/EPM enhancements, integrations, upgrades, implementations, and other finance technology initiatives.
• Provide comprehensive support to finance system users, including complex issue resolution, guidance, training, and knowledge transfer.
• Coordinate with Health Finance, Shared Services, IT, external partners, and other stakeholders to align priorities, requirements, solution design, and delivery timelines.
• Serve as a subject matter resource for colleagues and leadership by providing clear status updates, metrics, recommendations, and insights on financial systems and improvement initiatives.

What you'll need

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business, or a related field.
• At least 5 - 8 years of experience in financial systems, corporate finance, or FP&A, including planning, budgeting, forecasting, financial reporting, data analysis, or financial systems administration.
• Strong understanding of financial concepts, including P&L, cost center/account structures, planning, forecasting, variance analysis, and management reporting.
• Hands-on experience with CPM/EPM platforms such as CCH Tagetik, OneStream, Oracle EPM/Hyperion, Anaplan, SAP Analytics Cloud Planning, Adaptive Planning, or similar.
• Experience with ERP and financial systems such as SAP, Oracle, or similar enterprise platforms, including upstream and downstream financial data flows.
• Proven ability to configure and administer complex financial system components including dimensions, hierarchies, workflows, business rules, metadata, and security.
• Strong analytical and problem-solving skills with the ability to independently assess complex issues, evaluate multiple sources of information, and drive root-cause resolution.
• Experience leading or coordinating system enhancements, testing/UAT, upgrades, releases, or finance transformation workstreams with minimal guidance.
• Advanced proficiency in Excel, financial modelling, data analysis, and reporting tools.
• Strong business acumen, communication, and stakeholder management skills, with the ability to translate finance requirements into system solutions and build consensus across teams.
• Strong working knowledge of CPM/EPM platforms for planning, budgeting, forecasting, consolidation, and reporting.
• Advanced system configuration and administration skills across metadata, dimensions, hierarchies, workflows, business rules, user roles, access, and permissions.
• Experience with data integration and transformation, including ERP connectivity, mappings, validations, reconciliations, and financial data import/export management.
• Ability to perform system monitoring, issue diagnosis, maintenance, testing, release support, and controls to maintain system reliability and data integrity.
• Advanced reporting and data analysis capabilities.
• Independent and accountable professional who can manage complex activities with minimal guidance and exercise sound judgment.
• Strategic and analytical thinker who connects financial process needs with scalable system design, governance, and controls.
• Strong problem solver who anticipates risks, performs root-cause analysis, and drives practical, sustainable improvements.
• Effective communicator who can explain difficult financial and technical concepts clearly to both business and technology stakeholders.
• Collaborative influencer who builds trust, works across global cross-functional teams, and helps establish alignment and consensus.
• Proactive and adaptable team member who acts as a resource for colleagues, manages competing priorities, and thrives in a dynamic environment.

Nice to have

• Master's degree or relevant finance/CPM certification.
• Experience in a global organization.
• CCH Tagetik experience.
• Power BI or similar analytics tools experience.
• Knowledge of SQL, TGKML, scripting, or automation/data integration tools.

Details

• Location: Kalyani Nagar, Pune office.
• Hybrid schedule: Mondays and Tuesdays in office.
• Minimal travel might be required.
• Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.