Finance Systems Lead: EPM & Consolidation

Kelly; San Jose (CA); Hybride; USD 106 000 - 151 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Paid holidays

Transit stipend

Résumé du poste

Kelly seeks an experienced finance systems and reporting professional to join our Consolidation and Reporting team in San Jose. You will implement CCH Tagetik for financial consolidation and build EPM reporting solutions to support close, consolidation, and financial reporting processes.

The role combines hands‑on EPM report development with a solid Finance/Accounting background, partnering with Accounting, Finance, IT, and implementation partners to deliver reliable reporting and strengthen EPM

Qualifications

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
• 5+ years of relevant experience in finance systems, EPM/CPM, financial reporting, consolidation, or a related area.
• Hands‑on experience with CCH Tagetik or a comparable EPM/CPM platform, such as OneStream, Oracle EPM/Hyperion, or SAP BPC.
• Experience building and customizing financial reports within an EPM platform—not only running reports as an end user.
• Ability to translate Finance and Accounting requirements into functional or reporting solutions.
• Experience supporting EPM implementations or significant enhancements, including testing, UAT, and issue resolution.
• Strong Excel skills and experience analyzing and reconciling financial data.
• Strong analytical and problem‑solving skills, including the ability to independently investigate reporting and data issues.
• Clear communication skills and the ability to collaborate across Accounting, Finance, IT, and external implementation teams.

Responsabilités

• Build, customize, and maintain financial statements, consolidation reports, management reporting packages, and ad hoc reports in an EPM platform.
• Translate close, consolidation, and reporting needs into practical system and reporting solutions.
• Improve report design, functionality, usability, performance, and maintainability.
• Identify opportunities to automate manual reporting processes and develop reusable solutions.
• Support EPM activities across close, consolidation, and financial reporting.
• Validate and reconcile EPM data and reports against source systems and financial results.
• Investigate reporting and data issues involving formulas, sign conventions, mappings, hierarchies, data loads, integrations, and consolidation results.
• Support intercompany eliminations, foreign currency translation, consolidation adjustments, and multi‑entity reporting.
• Partner with IT and implementation resources when system or integration support is needed.
• Represent Close, Consolidation, and Reporting requirements during the CCH Tagetik implementation and future enhancements.
• Develop and execute test scenarios for reports, system changes, upgrades, and process updates.
• Support UAT, document issues, validate fixes, and perform regression testing as needed.
• Maintain functional requirements, reporting procedures, testing documentation, and user guidance.
• Provide day‑to‑day EPM reporting support, knowledge transfer, and training to team members.

Connaissances

EPM reporting

Finance systems

Excel skills

Data reconciliation

Cross-functional collab

Formation

Bachelor's degree in Accounting, Finance, Information Systems

Outils

CCH Tagetik

OneStream

Oracle EPM/Hyperion

SAP BPC

Description du poste

Kelly seeks an experienced finance systems and reporting professional to join our Consolidation and Reporting team in San Jose. You will implement CCH Tagetik for financial consolidation and build EPM reporting solutions to support close, consolidation, and financial reporting processes.

The role combines hands‑on EPM report development with a solid Finance/Accounting background, partnering with Accounting, Finance, IT, and implementation partners to deliver reliable reporting and strengthen EPM