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Senior Consultant - Finance - Tagetik Solution Architect

Location:  Toronto
Other locations:  Primary Location Only
Salary: Competitive
Date:  7 Apr 2024

Job description

Requisition ID:  979285

At EY, you will have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we are counting on your unique voice and perspective to help EY become even better too. Join us and build an exceptional experience for yourself, and a better working world for all.


Recognizing the changing and fast-paced professional landscape, you will team with engagement leadership to bring our broad range of capabilities and insights to enhance the role and effectiveness of the Finance function. We are seeking Tagetik EPM Solution Architects to join our EPM practice. You will be helping clients improve their business and internal finance performance through a focus on providing business advisory services that achieve measurable benefits in operational effectiveness and strategic decision making.


The Opportunity


A career in our EPM practice within Consulting services provides opportunities to work alongside Finance leaders to optimize their finance functions.


We help organizations achieve strategic alignment of their finance organization, implement service, and cost improvement initiatives, and embed a performance management process and culture that unite the business around its core objectives.


As a Finance Performance Improvement role, you'll actively participate in engagements covering the following expertise areas:

  • Finance Transformation Strategy & Roadmap
  • Finance Statement Close & Consolidations
  • FP&A, Controlling Excellence & Management Reporting
  • Finance Operating Model Design
  • Finance & Accounting Process Improvement
  • Global Business Services including Shared Service Centers, Outsourcing


Your Key Responsibilities


You'll actively establish, maintain, and strengthen internal and external relationships. With guidance from partners, you'll identify potential business opportunities for EY. You will develop long-term client relationships and networks, as well as develop relationships with team members across all EY practices to service client needs. By drawing on your knowledge and experience, you'll provide innovative commercial insights for clients and contribute to thought leadership. You'll actively contribute to improving operational efficiency on projects and internal initiatives. In line with our commitment to quality, you'll consistently drive projects to completion and determine that work is of a high quality. Your role in leading teams or parts of teams on engagements will depend on the size of engagement and will be under responsibility of higher levels. They will look to you to anticipate and identify risks and escalate issues as appropriate. As an influential member of the team, you'll help to create a positive learning culture and will coach and counsel junior team members and help them to develop. A willingness to travel on short notice to meet client needs is required.  Travel is estimated at 50%.


Client responsibilities

  • Lead and supervise Tagetik implementation projects, examining clients’ internal finance and accounting processes and advising on solutions around creating efficient processes or improving existing processes
  • Champion Tagetik solutions through full cycle – requirements and design, development, testing, training, implementation, and support
  • Coordinate full pre-sales cycle work – client introduction, scoping, drafting estimate and proposal, creating statement of work contract
  • Collaborate seamlessly with internal and client-side resources and effectively communicate across various audiences
  • Approach problems creatively and apply innovative technology to solve business challenges
  • System migration support to transition from on-premises consolidation systems like HFM to cloud-based systems (i.e., Tagetik)
  • Deploy the solution to end-users and provide overall support and training – including data validation activities
  • Work with leadership to develop and grow the practice further including revenue attainment, sales and marketing assets, partnership with Tagetik, internal COE and helpdesk, training, recruiting, onboarding, and staffing
  • Demonstrate technical knowledge for software implementations including activities around data mapping, conversion validation, system and security configuration, system integration testing, and user acceptance testing
  • Leverage a strong understanding of Tagetik standard dimensions to develop various key elements – including business rules for consolidation and planning in Tagetik application

People Management responsibilities

  • Develop people through effectively supervising, coaching, and mentoring staff
  • Contribute to people initiatives including recruiting, retaining, and training Finance & Performance Management professionals
  • Assist with technical guidance to other developers, incl. training of EY and client staff
  • Maintain an educational program to continually develop personal skills
  • Understand and follow workplace policies and procedures

Skills and attributes for success

  • An ability to understand clients’ business planning & performance management processes and related business requirements
  • An ability to understand and incorporate clients’ IT environments and existing technologies into application design (e.g. business rules, data structures and ETL needs)
  • Translate design into implementation plan, timeline, and development effort to generate detailed staffing plans & project schedules following sprint cycles & agile delivery
  • Manage / support several concurrent client projects & opportunities. Ability to self-manage time across competing priorities for optimal results
  • Guide and mentor other team members throughout the implementation process
  • Strong analytical and problem-solving skills
  • Strong client facing skills and a successful track record of engagement management
  • Excellent oral and written communication skills
  • A high level of motivation and a self-starting attitude
  • An ability to think outside of the box, and thrive on new challenges

To qualify for this role you must have

  • A strong academic record including a bachelor's degree and a minimum of 8 years’ experience in industry or with a recognized consulting firm
  • Professional designation and/or qualification is desired i.e. Degree in Business/Computer Science/Engineering or equivalent
  • Experience with minimum 5-7 years of Tagetik implementation experience
  • Additional consulting or industry experience with some mix of Oracle EPM, Oracle Hyperion, Anaplan, OneStream, or other complex EPM platforms
  • Prior experience gathering business requirements and translating those to help design a solution
  • Previous experience leading full-cycle EPM/CPM implementations
  • Experience with
  • Experience with data integration between different systems/sources
  • Knowledge and experience in several the following areas: finance transformation; financial close and consolidation; process transformation and improvement; planning, budgeting and forecasting; performance measurement and performance management; business performance reporting; cost reduction; shared service centers and business process outsourcing
  • Ability to translate current customer spreadsheet or other financial systems to effective and efficient Tagetik application
  • Subject matter expertise in Financial Close and Consolidation, Financial Planning & Analysis (FP&A), and Enterprise Performance Management (EPM) implementation
  • Deep understanding of accounting processes, including account reconciliations, intercompany eliminations, currency translation, allocations, and top-side adjustments


Ideally, you’ll also have


Deep knowledge in 2-3 sectors (Mining, Oil & Gas, Manufacturing, Retail, High-Tech, or Public sector)
Subject matter expertise in Account Reconciliations, Sales Performance Management (e.g. Quota / Territory Planning, Incentive Compensation Management), Sales & Operations Planning (S&OP), or Integrated Business Planning (IBP) domains
Strong understanding of data integration challenges & solutions

What we look for


We are looking for the next generation of outstanding leaders to continue our legacy. Our top performers in the past have demonstrated deep knowledge of the financial services marketplace, strong analytical and problem-solving skills, and an ability to adapt and collaborate in changing circumstances. If you are someone who exhibits a strong commitment to lead projects to completion on time and within budget while guiding junior team members through feedback and coaching, then this role is for you.


What we offer


We offer a competitive compensation package where you’ll be rewarded based on performance and recognized for the value you bring. Our total rewards package includes a comprehensive medical, prescription drug and dental coverage, a contribution pension plan, a great vacation policy, firm paid days, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs/benefits designed to support physical, financial and well-being. Plus, we offer:

  • Continuous learning: you’ll develop the mindset and skills to navigate whatever comes next.
  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
  • Transformative leadership: We’ll give you the insights, coaching and confidence to e be the leader the world needs.
  • Diverse and inclusive culture: You’ll be embraced for how you are and empowered to use your voice to help others find theirs.


Diversity and Inclusion at EY

Diversity and inclusiveness are at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advocating for the LGBT+ community, promoting our Neurodiversity Centre of Excellence and Accessibility initiatives, and are dedicated to amplifying the voices of Indigenous people (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.


EY | Building a better working world


EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets.


Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate.


Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.  

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