Tagetik - Test Management

Tagetik - Test Management

Posted 1 day ago by Middleware Systems

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Negotiable
Undetermined
Undetermined
London,horsham,liverpool, UK
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Automation Bank Reconciliations Budgeting Consolidation Data Validation External Auditing Finance Financial Analytics Financial Consolidations Financial Controls Financial Planning & Analysis (FP&A) Forecasting Journals Management Performance Testing Reconciliation Stakeholder Communications Stakeholder Management Team Leadership Templates Testability Test Automation Test Case Test Execution Engine Test Management Test Strategy User Acceptance Testing (UAT) Variance Analysis Verification And Validation

Summary: The role of Tagetik Test Management involves defining and owning the test strategy and plans for Tagetik implementations, ensuring thorough testing and validation of financial processes. The position requires leading UAT cycles, managing defects, and collaborating with various stakeholders to ensure quality assurance. Additionally, the role emphasizes continuous improvement in QA processes and mentoring junior testers. Strong experience in testing CCH Tagetik and financial processes is essential for success in this position.

Key Responsibilities:

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

Key Skills:

  • 10+ years of overall testing/QA experience, with strong hands-on exposure to CCH Tagetik testing
  • Experience testing EPM/CPM solutions
  • Strong understanding of Financial Consolidation, FP&A, Budgeting, Forecasting, and Reporting process
  • Knowledge of financial controls, audit requirements, and close cycles
  • Test case design, defect management, SIT/UAT coordination
  • Data validation using SQL/data extracts
  • Familiarity with automation tools and performance testing is an advantage
  • Strong stakeholder communication and facilitation skills
  • Analytical mindset with high attention to detail
  • Ability to work in Agile/iterative delivery models

Salary (Rate): undetermined

City: undetermined

Country: UK

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:

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 signoffs
  • 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

  • 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

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