
Tagetik Enterprise Performance Management Architect
HF Sinclair
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Oversee day-to-day operations of the Enterprise Performance Management (EPM) function within the Finance Center of Excellence (COE).
- Ensure optimal performance of Tagetik and related financial systems.
- Drive process improvements, system enhancements, and compliance across planning, consolidation, and reporting.
- Partner with Sr. Manager and EPM Analyst on COE initiatives, ensuring alignment with strategic goals.
- Provide technical oversight for Tagetik data models and own integration strategies.
- Define and maintain mission-critical master data, hierarchies, role-based access and segregation of duties.
- Define and manage Tagetik data load schedules; promptly resolve integration issues with ERP and source systems.
- Oversee quality assurance, unit, and integration testing for Tagetik enhancements, upgrades, and data integrations.
- Coordinate with IT security to ensure proper user roles and access controls within Tagetik.
- Support design and maintenance of Tagetik planning structures, packages, and workflows.
- Lead medium-scale projects and support Sr. Manager on large-scale initiatives.
- Prepare and communicate periodic status updates on Tagetik initiatives, team performance, and issue resolution.
- Act as primary liaison between Finance COE, IT, and business units to gather requirements, resolve issues, and ensure alignment on deliverables.
- Lead workshops, presentations, and training sessions for finance teams and stakeholders.
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.
- Hands-on expertise with Tagetik and ERP integration, SAP ECC and/or S4/HANA.
- 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.
- Advanced degree or certifications (FP&A, CPA, CMA, CFA) preferred.
Benefits
- Medical Insurance
- Vision Insurance
- Dental Insurance
- Paid Time-Off
- 401(k) Retirement Plan with match
- Educational Reimbursement
- Parental Bonding Time
- Employee Discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
EPMTagetikERP integrationSAP ECCS4/HANASQLdata modelingreporting toolsfinancial systems managementprocess improvement
Soft Skills
leadershipstakeholder managementcommunicationproblem-solvingproject managementprioritizationteam collaborationtrainingpresentation skillsquality assurance
Certifications
FP&ACPACMACFA