Financial Planning Systems Specialist

Severn Trent Water; Coventry; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading environmental services company in Coventry is seeking a Financial Planning Systems Specialist to maintain and enhance their financial management platform, Tagetik. This role entails collaborating with finance teams to streamline budgeting and forecasting processes and providing subject matter expertise on Tagetik applications. Candidates should possess strong technical skills in Excel, VBA, and SQL, along with a collaborative approach to problem-solving, ensuring accurate and efficient financial reporting.

Benefits

28 days holiday + bank holidays

Annual bonus scheme up to £2,250

Leading pension scheme

Sharesave scheme

Training and development programs

Electric vehicle scheme

Family-friendly policies

Qualifications

• Exceptional technical skills in Excel, VBA, and SQL.
• Experience working with Tagetik modules: financial consolidation, planning, and budgeting.
• Strong communication skills to explain technical concepts clearly.

Responsibilities

• Maintain and administer the financial management platform.
• Provide Tagetik expertise to finance teams for support.
• Design and implement Tagetik solutions aligned to requirements.

Skills

Excel

VBA

SQL

Problem-solving

Collaboration

Communication

Understanding of accounting principles

Process improvements

Tools

Tagetik

Job description

Financial Planning Systems Specialist

Finance team, Coventry city centre head office.

We’re recruiting for a Financial Planning Systems Specialist to join our Finance team based at our Coventry city centre head office, you will be responsible for maintaining the company’s financial management platform that integrates various financial processes into a single system.

The role reports to our Finance Systems and Controls Manager, and we’re looking for someone who will ensure the smooth operation across budgeting, forecasting, month-end, and year-end processes, as well as collaborating with our Finance and Business Planning teams to deliver accurate and efficient financial reporting.

Our focal point is to ensure Tagetik becomes our primary reporting tool across Severn Trent, and you will play a significant role in this implementation.

Key Responsibilities

• Provide Tagetik subject matter expertise to users across Finance teams, acting as the primary contact for all system-related queries, resolving issues as they arise
• Design, configure and implement Tagetik solutions in line with requirements, including modules like financial consolidation, planning, budgeting, and scripting bespoke reports as required
• Protect Tagetik to ensure month end and year end reporting deliverables are accurate and complete in line with user and regulatory requirements
• Own the system administration activities: including managing the daily ETL’s (SAP financial and master data), user permissions, software licenses and contract renewal requirements
• Play a key role in shaping and supporting the budget, forecasting and business plan processes, ensuring data entry forms, data workflows and outputs align to business requirements
• Lead a community of Tagetik super users, create and deliver training and knowledge articles to upskill users, sharing knowledge across all Tagetik

How We Work

You’ll join a caring culture that collaborates to achieve, grow, and develop. Our employee engagement scores are among the highest globally in energy and utilities. That’s why, we value in-person moments to keep our culture alive but also understand the flexibility working from home can bring. So, you’ll usually find us in the office, but working from home is supported, when you need it.

What We’re Looking For

Capabilities

• Exceptional technical skills (Excel, VBA, SQL)
• Strong problem-solving abilities
• Collaborative approach; able to build effective relationships with stakeholders
• Clear communicator, able to explain technical concepts in simple terms
• Solid understanding of accounting principles
• Skilled in planning, designing, and implementing process improvements

Experience

• Tagetik modules: financial consolidation, planning, budgeting, and reporting
• Tagetik experience building new process workflows, data modelling and ETLs, calculation logics, AIH analytical workspaces and Tagetik scripting language (TQL)
• Building workflows, data modelling, ETLs, calculation logic, AIH analytical workspaces, and TQL scripting in Tagetik
• Working collaboratively with stakeholders to achieve results
• Proactively identifying and resolving issues independently

Skills and experience are important, but character, positivity, and a caring attitude matter too. We welcome and celebrate diverse individuals, knowing they help us better serve our communities. We seek people who get involved, want to be part of something bigger, and make a difference because they care.

How We’ll Reward and Care for You

It’s not just a job you’ll get here, you’ll get a career too.

We have a range of benefits that reward and recognise great work and award-winning training to ensure you reach your potential. And we’ll also help you play your part in looking after the environment and the community in which we live.

Here are some of our favourites:

• 28 days holiday + bank holidays (and the ability to buy/sell up to 5 days per year)
• Annual bonus scheme (of up to £2,250 per annum based on company performance)
• Leading pension scheme – we will double your contribution (up to 15% when you contribute 7.5%)
• Sharesave – the chance to buy Severn Trent Plc shares at a discounted rate
• Dedicated training and development with our ‘Academy’
• Electric vehicle scheme and retail offers
• Family friendly policies

Apply Now

Apply now and be part of something wonderful.

We’ll let you know the outcome after the closing date, so keep an eye on your phone and emails.