Financial Planning Systems Specialist

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As a key member of the Finance Systems & Controls team, the Financial Planning Systems Lead plays a central role in shaping and optimising our financial planning and reporting landscape. Reporting to the Finance Systems & Controls Manager, you’ll oversee the configuration, performance, and evolution of our CCH Tagetik platform—ensuring it fully supports our consolidation, forecasting, budgeting, and reporting processes.

This role is critical in driving our long‑term systems strategy. You’ll lead the design and governance of our financial planning technology estate, ensuring we maximise value from our data, analytics, and predictive capabilities. Working closely with Finance teams, our SaaS partners, and Technology colleagues, you’ll ensure system reliability, data integrity, regulatory compliance, and best‑in‑class performance.

You will also act as the architectural authority for Tagetik, ensuring the platform is robust, scalable, and aligned to business needs. A major focus of the role is spearheading the development of AI‑enabled predictive forecasting and advanced scenario modelling—unlocking deeper insight and enabling more confident decision‑making across the organisation.

As a people leader, you’ll guide and develop a team of Tagetik specialists, fostering technical excellence, collaboration, and continuous improvement. You’ll serve as the senior point of contact for all planning‑system matters and help shape how our business uses technology to plan for the future.

• Lead the design and optimisation of financial planning, budgeting, forecasting, and consolidation workflows, ensuring strong financial controls and regulatory compliance.
• Drive the development and deployment of AI‑driven predictive modelling using Tagetik’s Intelligent Platform, continuously refining models to increase accuracy and relevance.
• Champion innovation through automation, machine learning, and advanced analytics—enhancing speed, accuracy, and insight in financial planning and reporting.
• Sponsor major system enhancement initiatives, clearly defining benefits, risks, and business outcomes.
• Oversee system upgrades, patches, and enhancements, ensuring a secure and well‑controlled release approach.
• Own the governance framework for planning, forecasting, budgeting, and consolidation processes within Tagetik, ensuring accuracy, compliance, and audit readiness.
• Lead the design and management of user access controls, ensuring appropriate segregation of duties and adherence to data protection requirements.
• Act as enterprise architect for Tagetik integrations, data pipelines, ETL processes, and connectivity with systems such as SAP and reporting tools.
• Oversee data validation, reconciliation, and quality assurance processes, ensuring the reliability of financial information for internal and regulatory use.
• Provide senior oversight for performance issues and technical risks, ensuring rapid and effective resolution.

• Lead and develop the Tagetik systems team, ensuring a high‑performing, customer‑focused capability.
• Build strong partnerships across Finance, Technology, and business units to ensure system enhancements support strategic objectives.
• Maintain a network of external experts and represent the organisation within the Tagetik community to share best practice and influence future system evolution.
• Act as the senior subject‑matter expert for financial planning technologies, providing guidance and thought leadership.
• Oversee training, documentation, and user‑enablement programmes to drive adoption, capability, and value realisation across Finance.
• Communicate…