Tagetik EPM Architect overseeing EPM operations within Finance Center of Excellence at HF Sinclair. Driving performance, compliance, and process improvements for financial systems with strategic alignment.
Responsibilities
Oversee day-to-day operations of the Enterprise Performance Management (EPM) function within the Finance Center of Excellence (COE).
Ensure optimal performance of Tagetik and related financial systems.
Drive process improvements, system enhancements, and compliance across planning, consolidation, and reporting.
Partner with Sr. Manager and EPM Analyst on COE initiatives, ensuring alignment with strategic goals.
Provide technical oversight for Tagetik data models and own integration strategies.
Define and maintain mission-critical master data, hierarchies, role-based access and segregation of duties.
Define and manage Tagetik data load schedules; promptly resolve integration issues with ERP and source systems.
Oversee quality assurance, unit, and integration testing for Tagetik enhancements, upgrades, and data integrations.
Coordinate with IT security to ensure proper user roles and access controls within Tagetik.
Support design and maintenance of Tagetik planning structures, packages, and workflows.
Lead medium-scale projects and support Sr. Manager on large-scale initiatives.
Prepare and communicate periodic status updates on Tagetik initiatives, team performance, and issue resolution.
Act as primary liaison between Finance COE, IT, and business units to gather requirements, resolve issues, and ensure alignment on deliverables.
Lead workshops, presentations, and training sessions for finance teams and stakeholders.
Requirements
A minimum of 7 years of EPM experience, including leadership or supervisory responsibilities.
Proven track record in managing financial systems and leading process improvement initiatives.
Hands-on expertise with Tagetik and ERP integration, SAP ECC and/or S4/HANA.
Deep understanding of financial processes and EPM systems.
Proven experience with governance, controls, audit evidence and EPM management.
Strong stakeholder leadership across FP&A, Consolidations, Reporting and IT.
Excellent communication and stakeholder management skills.
Ability to manage multiple priorities and deliver under tight deadlines.
Familiarity with compliance frameworks and data governance.
Proficiency in SQL, data modeling, and reporting tools is a plus.
Advanced degree or certifications (FP&A, CPA, CMA, CFA) preferred.
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