Finance Systems Manager/Sr Manager EPM & Financial Reporting

Job Title: Finance Systems Manager/Sr Manager EPM & Financial Reporting

Duration: 6+ Months Contract

Location: San Jose, CA

Local to San Jose or remote in PST/MST time zones

Job Description:

We are seeking an experienced Finance Systems Manager/Sr Manager EPM & Financial Reporting to join our Consolidation and Reporting team as we implement CCH Tagetik for financial consolidation and reporting.

Responsibilities:

Financial Reporting & EPM Development

• 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 practical 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 help strengthen the team's internal EPM capabilities.

Close, Consolidation & Data Support

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

Qualifications:

• 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.