
Tagetik Enterprise Performance Management Analyst
HF Sinclair
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Serves as a resource for Tagetik within the Center of Excellence, ensuring alignment with corporate financial planning and reporting standards.
- Provides functional support for Tagetik modules, including configuration, workflow management, and enhancement requests from finance and business users.
- Collaborates with stakeholders to enable and improve financial processes such as budgeting, forecasting, consolidation, and reporting.
- Manages integration points between Tagetik and source systems (ERP, data warehouses, and other financial applications).
- Troubleshoots and resolves issues related to data loads, calculations, and reporting within Tagetik.
- Designs and maintains reports, dashboards, and templates to meet evolving business requirements.
- Performs quality assurance, unit testing, and integration testing for new configurations, enhancements, and upgrades.
- Supports governance and compliance requirements, including SOX and internal control standards, through proper documentation and change management.
- Facilitates workshops, training sessions, and on-boarding presentations for end-users to promote adoption and best practices.
- Delivers timely and accurate system solutions to business challenges while adhering to corporate IT governance and data security standards.
- Participates in special projects and lead initiatives to enhance Tagetik capabilities and process efficiency.
- Supports critical financial processes and ensures data integrity, contributing to accurate reporting and informed decision-making.
Requirements
- A minimum of 5 years of Enterprise Performance Management (EPM) experience, with a strong focus on financial planning, consolidation, and reporting systems.
- Hands-on experience with Tagetik or similar EPM platforms is required.
- Experience implementing or supporting Tagetik in a Center of Excellence or corporate finance environment preferred.
- Oil & Gas industry experience (Midstream/Pipeline & Downstream/Refining) preferred.
- Familiarity with ERP systems such as SAP and integration with EPM tools preferred.
- A minimum of a Bachelor’s Degree in Finance, Accounting, Business, Computer Science, or a related field (or equivalent work experience).
- Advanced Degree or professional certifications (FP&A, CPA, CMA or CFA) preferred.
- Strong understanding of financial processes (budgeting, forecasting, consolidation, reporting).
- Ability to configure and optimize Tagetik workflows, templates, and reporting structures.
- Excellent analytical and problem-solving skills with high attention to detail and accuracy.
- Familiarity with data integration, master data governance, and compliance requirements (SOX, audit readiness).
- Proficiency in SQL, data modeling, and reporting tools is a plus.
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
TagetikEnterprise Performance Managementfinancial planningconsolidationreportingSQLdata modelingworkflow managementquality assuranceintegration testing
Soft Skills
analytical skillsproblem-solving skillsattention to detailcommunication skillscollaborationtraining facilitationchange managementstakeholder engagementprocess improvementgovernance support
Certifications
FP&ACPACMACFABachelor's DegreeAdvanced Degree