EPM - Lead Consultant

Job title: EPM - Lead Consultant

Location: London

Working Pattern: Hybrid, Remote

Contract Type: Full time, Permanent

The Company

Our client is a dynamic and rapidly growing boutique consultancy specialising in financial and ESG (Environmental, Social, and Governance) projects. They take pride in fostering a professional, collaborative, and engaging work environment where every team member is valued and encouraged to contribute their ideas. Their team works together to deliver outstanding results for their clients, supporting each other to achieve both personal and professional growth.

Role Description

They are looking for a Tagetik Lead Consultant (Consolidation and/or FP&A), located in Greater London with the flexibility to work from home. The Lead Consultant will oversee the implementation and optimisation of CCH Tagetik solutions for clients, manage project deliverables, and act as a trusted advisor to stakeholders. Responsibilities include gathering requirements, designing solutions, data modelling, configuring the software, providing training, and ensuring projects meet specified goals. Collaboration with cross-functional teams and proactive problem-solving will be key aspects of this role.

Role Responsibilities

• Lead solution architecture for Tagetik: data models, hierarchies, consolidation rules, allocation logic, reporting packs, workflow and governance.

• Manage full project delivery and quality

• Advise on finance target operating model , close acceleration, planning modernisation, and data governance

• Ensure solution security, access rights, auditability, and workflow controls meet corporate governance standards

• Support pre‑sales : discovery calls, solution demos, RFP responses, estimation, and proposals

• Mentor consultants, review deliverables, and contribute to reusable assets, accelerators, and best‑practice playbooks

Essential Skills & Experience

• Expertise in implementing and configuring CCH Tagetik solutions, including Financial Close, Consolidation, and Reporting

• Experience in Budgeting, Planning, Forecasting, and ESG Sustainability Reporting

• Strong skills in data modelling, transformation, and systems integration

• Project management abilities with excellent stakeholder communication and leadership skills

• Knowledge of regulatory requirements such as IFRS 16 or other relevant finance standards

• Technical proficiency with tools related to finance and ESG reporting; SQL knowledge is a plus

• Ability to work collaboratively in a hybrid environment, demonstrating adaptability and independence

• Bachelor’s or Master’s degree in Finance, Accounting, Information Systems, or a related field; prior consulting experience is advantageous