Job Title:  Manager | Other EPM: Tagetik | Mumbai | Finance Transformation

We are seeking an experienced Tagetik Manager with strong expertise in implementing CCH Tagetik solutions across Planning, Financial Consolidation, and IFRS 17. The ideal candidate will lead end-to-end implementations, manage client stakeholders, and provide functional and solution leadership across complex finance transformation programs.

Key Responsibilities

• Lead and manage end-to-end CCH Tagetik implementations including:
• Financial Planning & Budgeting
• Management Reporting
• Financial Consolidation & Close
• IFRS 17 solution design and deployment
• Act as a solution architect, translating business and regulatory requirements into scalable Tagetik solutions.
• Drive IFRS 17 implementations including:
• Data model design
• Calculation logic
• CSM, RA, LC, and reporting frameworks
• Integration with actuarial and source systems
• Manage and mentor consultants and senior consultants, ensuring high-quality delivery.
• Engage with senior client stakeholders (Finance, Controllership, Risk, Actuarial teams) to provide trusted advisory support.
• Oversee project governance, timelines, risks, and delivery quality.
• Support pre-sales activities, including solution demos, proposal development, and effort estimation.
• Ensure best practices, performance optimization, and compliance with accounting and regulatory standards.
• Collaborate with cross-functional teams including IT, data, and actuarial partners.

Required Skills & Experience

• 8–12+ years of experience in EPM / CPM implementations, with significant hands-on experience in CCH Tagetik.
• Proven experience delivering Planning, Budgeting, Forecasting, and Consolidation solutions.
• Strong practical experience in IFRS 17 implementations, preferably for insurance clients.
• Solid understanding of:
• Financial consolidation principles
• IFRS / Accounting standards
• Insurance finance and reporting processes
• Experience in solution design, configuration, and deployment of Tagetik modules.
• Strong leadership and people management skills.
• Excellent client-facing, communication, and presentation skills.
• Ability to manage multiple workstreams and stakeholders effectively.

Preferred Qualifications

• CA / CPA / ACCA or equivalent finance qualification.
• Prior consulting experience (Big 4 or EPM consulting firms preferred).
• Experience with integrations, data management, and reporting tools.
• Exposure to cloud-based EPM transformations.