Tagetik Testing

Key Responsibilities

Test Strategy & Planning

• Define and own the test strategy, test plans, and testing approach for Tagetik implementations and enhancements (SIT, UAT, regression, patch validation)
• Review functional and technical design documents to ensure testability and coverage

Functional & Data Testing

• Validate financial logic, consolidations, allocations, intercompany eliminations, currency translation, and journals in Tagetik
• Perform data reconciliation and variance analysis between source systems, Tagetik, and downstream reports
• Ensure accuracy of Planning, Budgeting, Forecasting, and Reporting outputs against business rules

Test Execution & Defect Management

• Design and execute detailed functional test cases, negative scenarios, and regression suite
• Log, track, and manage defects end-to-end using defect management tools; work with developers to ensure timely resolution

UAT Coordination

• Lead and support UAT cycles, including test walkthroughs, defect triage calls, and business sign-offs
• Prepare UAT status reports, test metrics, and sign-off documentation for leadership and stakeholders

Automation & Continuous Improvement (Optional but Preferred)

• Identify opportunities for test automation, regression optimisation, and reusable test assets in Tagetik environments
• Contribute to improvements in QA processes, templates, and testing standards across projects

Stakeholder & Team Leadership

• Act as QA/Test Lead on Tagetik engagements, mentoring junior testers and coordinating offshore/onshore QA teams Collaborate with Finance SMEs, Functional Consultants, and Integration teams for issue resolution and release readiness

Required Skills & Experience

Experience

• 10+ years of overall testing/QA experience, with strong hands-on exposure to CCH Tagetik testing
• Experience testing EPM / CPM solutions

Functional Knowledge

• Strong understanding of Financial Consolidation, FP&A, Budgeting, Forecasting, and Reporting process
• Knowledge of financial controls, audit requirements, and close cycles

Technical & Testing Skills

• Test case design, defect management, SIT/UAT coordination
• Data validation using SQL / data extracts
• Familiarity with automation tools and performance testing is an advantage

Soft Skills

• Strong stakeholder communication and facilitation skills
• Analytical mindset with high attention to detail
• Ability to work in Agile / iterative delivery models