Senior Financial Systems Analyst - CPM / Financial Planning Systems

Education : Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business, or a related field; Master's degree or relevant finance/CPM certification preferred.

Experience : At least 5 - 8 years of experience in financial systems, corporate finance, or FP&A, including planning, budgeting, forecasting, financial reporting, data analysis, or financial systems administration; experience in a global organization preferred.

• Strong understanding of financial concepts, including P&L, cost center/account structures, planning, forecasting, variance analysis, and management reporting.
• Hands-on experience with CPM/EPM platforms such as CCH Tagetik, OneStream, Oracle EPM/Hyperion, Anaplan, SAP Analytics Cloud Planning, Adaptive Planning, or similar.
• Experience with ERP and financial systems such as SAP, Oracle, or similar enterprise platforms, including upstream and downstream financial data flows.
• Proven ability to configure and administer complex financial system components including dimensions, hierarchies, workflows, business rules, metadata, and security.
• Strong analytical and problem-solving skills with the ability to independently assess complex issues, evaluate multiple sources of information, and drive root-cause resolution.
• Experience leading or coordinating system enhancements, testing/UAT, upgrades, releases, or finance transformation workstreams with minimal guidance.
• Advanced proficiency in Excel, financial modelling, data analysis, and reporting tools; experience with Power BI or similar analytics tools is a plus.
• Strong business acumen, communication, and stakeholder management skills, with the ability to translate finance requirements into system solutions and build consensus across teams.

Technical Skills :

• Strong working knowledge of CPM/EPM platforms for planning, budgeting, forecasting, consolidation, and reporting; CCH Tagetik experience preferred.
• Advanced system configuration and administration skills across metadata, dimensions, hierarchies, workflows, business rules, user roles, access, and permissions.
• Experience with data integration and transformation, including ERP connectivity, mappings, validations, reconciliations, and financial data import/export management.
• Ability to perform system monitoring, issue diagnosis, maintenance, testing, release support, and controls to maintain system reliability and data integrity.
• Advanced reporting and data analysis capabilities; knowledge of SQL, TGKML, scripting, or automation/data integration tools is a strong plus.

Soft Skills :

• Independent and accountable professional who can manage complex activities with minimal guidance and exercise sound judgment.
• Strategic and analytical thinker who connects financial process needs with scalable system design, governance, and controls.
• Strong problem solver who anticipates risks, performs root-cause analysis, and drives practical, sustainable improvements.
• Effective communicator who can explain difficult financial and technical concepts clearly to both business and technology stakeholders.
• Collaborative influencer who builds trust, works across global cross-functional teams, and helps establish alignment and consensus.
• Proactive and adaptable team member who acts as a resource for colleagues, manages competing priorities, and thrives in a dynamic environment.

ESSENTIAL DUTIES

System Management & Governance

• Own advanced configuration, administration, and ongoing support of CPM/EPM and related financial systems supporting the Health organization.
• Administer user access, roles, permissions, hierarchies, workflows, metadata, business rules, and other system configurations, ensuring appropriate governance and controls.
• Monitor system performance, scheduled processes, data loads, and integrations; investigate complex issues and coordinate timely resolution across Finance, IT, vendors, and business teams.
• Lead system maintenance, updates, regression testing, UAT, and release activities while maintaining detailed system documentation, SOPs, and support materials.

Planning, Forecasting & Reporting

• Support and enhance planning, budgeting, forecasting, consolidation, and reporting processes, ensuring financial data is accurate, complete, and available according to business timelines.
• Partner with Finance and FP&A stakeholders to gather requirements, analyze financial and process needs, and develop management reports, dashboards, and system solutions.
• Perform advanced data and variance analysis, reconcile financial information across systems, and translate business requirements into configurations, validations, automations, and data flows.

Continuous Improvement & Project Leadership

• Identify and implement opportunities to automate, simplify, and standardize financial processes, controls, system configurations, and reporting.
• Lead or independently manage workstreams for CPM/EPM enhancements, integrations, upgrades, implementations, and other finance technology initiatives.
• Apply best practices and lessons learned to improve system reliability, scalability, user experience, and governance across Finance Shared Services and supported business teams.

Stakeholder Management & User Support

• Provide comprehensive support to finance system users, including complex issue resolution, guidance, training, and knowledge transfer.
• Coordinate with Health Finance, Shared Services, IT, external partners, and other stakeholders to align priorities, requirements, solution design, and delivery timelines.
• Serve as a subject matter resource for colleagues and leadership by providing clear status updates, metrics, recommendations, and insights on financial systems and improvement initiatives.
• TRAVEL REQUIREMENTS Minimal travel might be required. 
• PHYSICAL DEMANDS Working from the Kalyani Nagar, Pune office on a hybrid schedule (Mondays and Tuesdays).  

Our Interview Practices

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.