As part of Wolters Kluwer, Tagetik Software is now CCH Tagetik. READ MORE

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Senior Financial Analyst

Ref.: SFA-IT
Location: Lucca (Italy)

Job Description:

Reporting to the Director Financial Planning and Analysis of CCH Tagetik, The Senior Financial Analyst will assist in the monthly financial and operational reporting deliverables and the executive board presentation (MDM). In addition, the incumbent will support the coordination of the annual budget, quarterly forecasting and reporting, and the three-year strategic planning processes for CCH Tagetik. The incumbent will be a resource to the larger CPS Finance organization in support of complex financial projects, ad hoc analysis, and major initiatives.

The essential duties and responsibilities will be:

  • Analyzes and interprets financial information (Revenues, Cost of Revenues, Operational Expenses, Personnel Cost and Headcount dynamics) to produce forecasts of business, industry and economics conditions for use in making investment decisions
  • Develops reports, analysis and financial communications that provide CPS Divisional finance team with a clear and forward looking view of the financial impact of management actions
  • Manages monthly and quarterly Tagetik consolidated financial analysis and reporting deliverables 
  • Ensure timely analysis of the business performance and all reporting deliverables within CCH Tagetik and Corporate Performance Solutions
  • Assists in the coordination of the annual consolidated budgeting and regular forecasting processes for CCH Tagetik
  • Supports the development of the annual three year strategic plan, detailing revenue, expense and cash flow expectations, along with supporting strategic and tactical plans
  • Assists CCH Tagetik’s FP&A Director and CFO in providing financial insights and input on new and existing initiatives
  • Evolves the CCH Tagetik’s KPIs, asset and investment management analysis, portfolio value, and other performance metric tracking to more effectively run the business
  • Continually reviews and analyzes financial and operations data to model trends, identify relationships or spot opportunities
  • Identifies and articulates business unit opportunities and challenges in order to optimize business unit performance
  • Manages and drives ad hoc projects, in addition to routine work


  • Bachelor’s degree in Accounting or Finance or equivalent
  • 4 or more years of experience as a Financial Analyst, including roles in Accounting, Financial Planning and Analysis, Corporate Reporting
  • Strong background in financial modeling and business analysis with solid analytical and problem solving skills
  • Experience in a global organization dealing in multiple currencies
  • Experience in providing support to an organization of at least $80M in revenue



  • Proven track record of being forward thinking and proactive in identifying business issues and opportunities, developing plans of action and executing on those plans 
  • Strong communication skills, both written and verbal, with an ability to be successful in a matrix environment
  • Ability to work effectively under tight deadlines and deliver timely and quality results with a focus on accuracy and integrity of data
  • Ability to work on and manage multiple projects in a demanding, fast-paced environment
  • Ability to synthesize and evaluate complex data and back-office systems
  • Advanced level of proficiency with Microsoft Excel and ability to implement complex functions (i.e. Pivot Tables, VLookup, imbedded “IF” statements, macros, etc.)
  • Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management
  • Self-motivated and demonstrated ability to work on own initiative
  • Comfortable communicating cross-functionally and with geographically distributed, virtual teams and various levels of leadership including executive level management


Remuneration and contract terms will be discussed individually and defined according to personal skills, competences and experience.

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