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Oversee day-to-day operations of the Enterprise Performance Management (EPM) function within the Finance Center of Excellence (COE), ensuring optimal performance of Tagetik and related financial systems. Bridges strategic direction from senior leadership and tactical execution by analysts, driving process improvements, system enhancements, and compliance across planning, consolidation, and reporting.
Job Responsibility:
Partners with Sr. Manager and EPM Analyst on COE initiatives
Provides technical oversight for Tagetik data models and own integration strategies
Defines and maintains mission-critical master data, hierarchies, role-based access and segregation of duties
Defines and manages Tagetik data load schedules
Oversees quality assurance, unit, and integration testing for Tagetik enhancements, upgrades, and data integrations
Coordinates with IT security to ensure proper user roles and access controls within Tagetik
Supports design and maintenance of Tagetik planning structures, packages, and workflows
Leads medium-scale projects and support Sr. Manager on large-scale initiatives
Prepares and communicates periodic status updates
Acts as primary liaison between Finance COE, IT, and business units
Leads workshops, presentations, and training sessions
Builds consolidation logic, cash flow automation roadmap and selected business workflows
Leads design of complex reports and standard packs
Maintains audit-ready documentation and enforce change management protocols
Ensures all Tagetik configurations and enhancements comply with corporate IT governance and security standards
Drives operational excellence and innovation within EPM
Requirements:
A minimum of 7 years of EPM experience, including leadership or supervisory responsibilities
Proven track record in managing financial systems and leading process improvement initiatives
A minimum of a Bachelor’s Degree in Finance, Accounting, Business, or IT
Deep understanding of financial processes and EPM systems
Proven experience with governance, controls, audit evidence and EPM management
Strong stakeholder leadership across FP&A, Consolidations, Reporting and IT
Excellent communication and stakeholder management skills
Ability to manage multiple priorities and deliver under tight deadlines
Familiarity with compliance frameworks and data governance
Proficiency in SQL, data modeling, and reporting tools is a plus
Nice to have:
Hands-on expertise with Tagetik and ERP integration, SAP ECC and/or S4/HANA
Advanced degree or certifications (FP&A, CPA, CMA, CFA)
Midstream or Downstream oil & gas industry experience
Prior experience in a Finance COE or service excellence environment