Business Intelligence Manager

Mass Digital Health; Waltham (MA); Hybrid; USD 107,500 - 188,400; Full time

Benefits offered by this job

Medical, Dental, Vision Plans

401(k)

Paid Parental Leave

Job summary

Wolters Kluwer is seeking a Business Intelligence Manager specializing in CCH Tagetik to design, optimize, and maintain planning and reporting solutions across the organization. You will drive data governance, ETL workflows, and dashboards, supporting Finance and FP&A stakeholders while expanding the Health Data Platform.

You will collaborate with cross-functional teams to ensure accurate financial processes, reporting, and scalable solutions, leveraging Tagetik and Power BI expertise.

Qualifications

• 5+ years of CPM experience with Tagetik or similar CPM systems.
• CCH Tagetik expertise: configuring planning and reporting.
• Strong FP&A and financial reporting knowledge.
• Understanding of data warehouse concepts and BI design.
• ETL/data integration experience with ERP systems.
• Experience building Power BI datasets and dashboards.

Responsibilities

• Design, optimize, and maintain CCH Tagetik planning and reporting.
• Configure data models, cubes, and dimensions for complex scenarios.
• Develop ETL processes and data integration workflows.
• Create Tagetik reports and dashboards for management and statutory reporting.
• Analyze data to support strategic decisions and governance.
• Collaborate with Accounting, FP&A, and IT to translate requirements into scalable solutions.
• Enhance system performance, automate workflows, and ensure data quality.
• Lead data governance, validation rules, and audit trails.
• Support system upgrades and health data platform expansion with Power BI.
• Provide training on Tagetik functionalities and best practices.

Skills

Data Modeling

Reporting & Disclosure

Data querying

System Optimization

Analytical Skills

Stakeholder Management

Education

Bachelor’s degree in IT/Data Technology or Finance

Tools

Power BI

CCH Tagetik

ETL Tools

Job description

SUMMARY

As a Business Intelligence Manager specializing in CCH Tagetik, you drive the design, implementation, and optimization of advanced financial planning, and reporting solutions, enabling high-quality, data-driven insights across the organization. You leverage deep expertise in CCH Tagetik data models, ETL processes, and reporting capabilities to ensure accurate, efficient, and scalable financial processes, while supporting strategic decision-making for Finance and FP&A stakeholders. You will also help drive further expansion of the Health Data Platform and support the development of Power BI based reporting. Collaborating closely with cross-functional teams, you enhance system performance, strengthen data governance and controls, and lead continuous improvement initiatives, positioning CCH Tagetik as a critical platform for reliable financial intelligence and business performance management.

This is a hybrid role for our Chicago, New York City, Philadelphia, Boston, or Toronto office locations.

ABOUT THE ROLE

As a Business Intelligence Manager with a focus on CCH Tagetik, you will independently execute specialized tasks that drive high-quality financial and operational insights. You will play a key role in designing, optimizing, and maintaining CCH Tagetik and Health Data Platform/Power BI-based solutions for planning and reporting. Your expertise will support data-driven decision-making, enhance system performance, and foster continuous improvement of financial processes within the organization.

RESPONSIBILITIES

• Design, develop, and maintain CCH Tagetik applications, including budgeting, forecasting, and financial reporting solutions.

• Configure and optimize CCH Tagetik data models, cubes, and dimensions to support complex financial planning and analysis scenarios.

• Develop and maintain ETL processes and data integration workflows, ensuring data accuracy and consistency across source systems.

• Lead the creation and optimization of CCH Tagetik reports, dashboards, and disclosure outputs for management and statutory reporting.

• Perform in-depth financial and operational data supporting strategic decision-making.

• Collaborate with Accounting, FP&A, and IT teams to translate business requirements into scalable solutions.

• Manage and enhance system performance, including data loads, calculation logic, and process automation.

• Conduct root cause analysis on data discrepancies and system issues, ensuring reliable outputs.

• Drive data governance and controls within CCH Tagetik, including validation rules, workflow management, and audit trails.

• Support system upgrades, releases, and continuous improvement initiatives related to CCH Tagetik platforms.

• Provide guidance and training to stakeholders on CCH Tagetik functionalities and best practices.

• Drive further expansion of the Health Data Platform and support the development of Power BI based reporting tools.

QUALIFICATIONS

Education

• Bachelor’s degree in IT/Data Technology, Accounting or Finance; IT background preferred.

Experience

• 5+ years of related experience with CPM systems.

• CCH Tagetik Expertise: strong hands-on experience configuring and managing Tagetik applications for planning and reporting.

• Financial Processes Knowledge: deep understanding of FP&A and financial reporting concepts.

• Understanding of database, data warehouse, Business Intelligence design & concepts, preferably in a Fabric environment.

• ETL & Data Integration: experience with data imports, transformation rules, and integration with ERP/source systems.

• Experience creating Power BI datasets and dashboards.

Skills

• Data Modeling: ability to design cubes, dimensions, and financial data structures.

• Reporting & Disclosure: expertise in building reports and management dashboards.

• Data querying capabilities: development/writing/execution of queries.

• System Optimization: ability to improve performance, automate workflows, and enhance user experience.

• Analytical Skills: strong capability to perform root cause analysis and derive actionable insights from financial data.

• Stakeholder Management: ability to communicate complex financial and system concepts to business users.

Compensation:

$107,500.00 – $188,400.00 USD. This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.