Senior Financial Planning Analyst

About the Role

As Financial Planning Analyst, you'll play a pivotal role in managing and advancing the CCH Tagetik Financial Planning System for Tax and Accounting North America (TAA NA). You'll partner closely with a US-based finance systems team member and the TriFinance consulting group (Belgium) to optimize, enhance, and scale Tagetik's planning, forecasting, and reporting capabilities across the region.

This role offers a unique opportunity to combine financial planning expertise with hands-on systems management and automation—driving data integrity, process efficiency, and decision-making excellence.

JOB QUALIFICATIONS

Education : Master's degree in finance or data science/analytics.

Experience : At least 3 - 5 years of experience in the field of corporate finance or financial planning and analysis, including forecasting, business performance modelling, and reporting (cash flow, profit and loss, ad hoc analysis); experience in a global software or financial services organization preferred.

• Experience in a global software or financial services organization preferred.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Strong business acumen with the ability to translate complex concepts into actionable plans and outcomes.
• Proven ability to anticipate risks, manage competing priorities, and deliver results in a fast-paced environment.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Advanced proficiency in Excel and data analysis; strong command of Microsoft Office Suite (Word, PowerPoint, Outlook).
• Experience as a financial systems administrator or with Tagetik, SAP, or similar EPM/CPM platforms preferred.
• Proficiency in TGKML scripting and data integration tools is a strong plus.

Technical Skills :

• Working knowledge of CCH Tagetik for financial planning, budgeting, forecasting, consolidation, and reporting.
• Skilled in TGKML scripting to build custom data flows, validations, and automation logic.
• Experienced in data integration and transformation, including ERP connectivity and data import/export management.
• Strong in system administration, managing user roles, hierarchies, metadata, and workflow configurations.
• Advanced proficiency in Excel and financial modelling, with working knowledge of SAP and other financial systems.

Soft Skills :

• Strategic thinker with the ability to align financial planning goals with scalable system design and governance.
• Hands-on executor with a structured, detail-oriented, and analytical working style.
• Strong problem solver who anticipates risks and drives continuous improvement.
• Effective communicator capable of translating complex technical and financial concepts into clear business insights.
• Collaborative team player who builds trust and influences across global, cross-functional teams.
• Adaptable and proactive professional who thrives in a fast-paced, dynamic environment.

ESSENTIAL DUTIES

System Management & Governance

• Manage and maintain the Tagetik financial systems for the North America Tax and Accounting organization.
• Oversee user access, roles, permissions, hierarchies, and workflow configurations.
• Ensure data integrity through effective metadata, dimension, and hierarchy management.
• Design and maintain data imports/exports, transformation logic, and integration with ERP systems.

Planning, Forecasting & Reporting

• Support and enhance budgeting, forecasting, consolidation, and reporting modules within Tagetik.
• Partner with finance and business stakeholders to gather requirements, design solutions, and build new management and operational reports.
• Translate business needs into technical configurations, automations, and data flows using TGKML scripting and Tagetik's data integration tools.

Continuous Improvement & Collaboration

• Collaborate with TriFinance consultants and internal IT teams to implement system enhancements, upgrades, and best practices.
• Identify automation opportunities to streamline financial planning and analysis processes.
• Contribute to broader governance and process improvement initiatives across other TAA Business Units and Wolters Kluwer divisions.

Stakeholder Management & Communication

• Collaborate with TAA, Shared Services, Finance, and external partners to align on data requirements, priorities, and governance.
• Provide regular status reports, metrics, and dashboards to program leadership and finance executives.
• Facilitate workshops and training to embed data governance in finance operations.

TRAVEL REQUIREMENTS

Minimal travel might be required.

PHYSICAL DEMANDS

Working from the Kalyani Nagar, Pune office on a hybrid schedule (Mondays and Tuesdays).

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.