Business Intelligence Manager

SUMMARY As a Business Intelligence Manager specializing in CCH Tagetik, you drive the design, implementation, and optimization of advanced financial planning, and reporting solutions, enabling high-quality, data-driven insights across the organization. You leverage deep expertise in CCH Tagetik data models, ETL processes, and reporting capabilities to ensure accurate, efficient, and scalable financial processes, while supporting strategic decision-making for Finance and FP&A stakeholders. You will also help drive further expansion of the Health Data Platform and support the development of Power BI based reporting. Collaborating closely with cross-functional teams, you enhance system performance, strengthen data governance and controls, and lead continuous improvement initiatives, positioning CCH Tagetik as a critical platform for reliable financial intelligence and business performance management. This is a hybrid role for our Chicago, New York City, Philadelphia, Boston, or Toronto office locations. ABOUT THE ROLE As a Business Intelligence Manager with a focus on CCH Tagetik, you will independently execute specialized tasks that drive high-quality financial and operational insights. You will play a key role in designing, optimizing, and maintaining CCH Tagetik and Health Data Platform/Power BI -based solutions for planning and reporting. Your expertise will support data-driven decision-making, enhance system performance, and foster continuous improvement of financial processes within the organization. RESPONSIBILITIES Design, develop, and maintain CCH Tagetik applications, including budgeting, forecasting, and financial reporting solutions. Configure and optimize CCH Tagetik data models, cubes, and dimensions to support complex financial planning and analysis scenarios. Develop and maintain ETL processes and data integration workflows, ensuring data accuracy and consistency across source systems. Lead the creation and optimization of CCH Tagetik reports, dashboards, and disclosure outputs for management and statutory reporting. Perform in-depth financial and operational data supporting strategic decision-making. Collaborate with Accounting, FP&A, and IT teams to translate business requirements into scalable solutions. Manage and enhance system performance, including data loads, calculation logic, and process automation. Conduct root cause analysis on data discrepancies and system issues, ensuring reliable outputs. Drive data governance and controls within CCH Tagetik, including validation rules, workflow management, and audit trails. Support system upgrades, releases, and continuous improvement initiatives related to CCH Tagetik platforms. Provide guidance and training to stakeholders on CCH Tagetik functionalities and best practices. Drive further expansion of the Health Data Platform and support the development of Power BI based reporting tools. QUALIFICATIONS Education Bachelor’s degree in IT/Data Technology, Accounting or Finance; IT background preferred. Experience 5+ years of related experience with CPM systems. CCH Tagetik Expertise: strong hands-on experience configuring and managing Tagetik applications for planning and reporting. Financial Processes Knowledge: deep understanding of FP&A and financial reporting concepts. Understanding of database, data warehouse, Business Intelligence design & concepts, preferably in a Fabric environment ETL & Data Integration: experience with data imports, transformation rules, and integration with ERP/source systems. Experience creating Power BI datasets and dashboards. Skills Data Modeling: ability to design cubes, dimensions, and financial data structures. Reporting & Disclosure: expertise in building reports and management dashboards Data querying capabilities: development/writing/execution of queries System Optimization: ability to improve performance, automate workflows, and enhance user experience. Analytical Skills: strong capability to perform root cause analysis and derive actionable insights from financial data. Stakeholder Management: ability to communicate complex financial and system concepts to business users. Our Interview Practices To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: $107,500.00 - $188,400.00 USD This role is eligible for Bonus. Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. Additional Information: Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request. If making a difference matters to you, then you matter to us. Join us, at Wolters Kluwer, and be part of a dynamic global technology company that makes a difference every day. We’re innovators with impact. We provide expert software and information solutions that the world’s leading professionals rely on, in the moments that matter most. You’ll make a real difference in the lives of millions of people. Together with our customers, we help to advance sustainability, health, justice, prosperity, and commerce around the world. You can thrive at Wolters Kluwer, where diversity is core to our collective strength and high performance. Be your unique self, share your creative ideas, do your best work, and take time to grow in our caring and inclusive culture where you can belong. Wolters Kluwer reported 2025 annual revenues of €6.1 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs more than 21,000 people worldwide. Our customers work in industries that impact the lives of millions of people every single day. Our mission is to empower our professional customers with the AI-powered solutions they need to make critical decisions, achieve successful outcomes, and increase productivity. We deliver trusted, AI-powered expert solutions that combine deep domain knowledge, proprietary content, and advanced technology to provide expert-validated insights, automate workflows, and drive better outcomes. Today, nearly 70% of our digital revenues come from AI-powered solutions, reflecting our strategic focus on embedding AI into professional workflows and delivering measurable productivity gains. We are committed to helping professionals navigate complexity, improve the way they work, and solve critical challenges through cloud-based, AI-powered platforms that integrate seamlessly into their workflows and ecosystems. Our solutions are designed to deliver impact when it matters most, especially in high-stakes environments where accuracy and trust are essential. With a nearly 190-year legacy, Wolters Kluwer continues to evolve its portfolio of digital solutions and services to meet the changing needs of professionals worldwide, enabling them to work faster, make smarter decisions, and deliver better outcomes. For more information about our solutions and organization, visit or follow us on LinkedIn, Instagram and Facebook. Wolters Kluwer has a dedicated team of experienced talent acquisition professionals who are ready to hear what makes you tick and share how Wolters Kluwer can help you achieve your goals and ambitions. Here Rasi Fawaz shares some tips on what recruiters are looking for on a resume. As a global organization, we recognize that solving a wide range of complex problems requires diverse perspectives and innovative thinking. We know that bringing our best to our customers, communities, and other key stakeholders requires a highly engaged and talented workforce – one that represents the diversity of those we serve and the communities where we live and work. We aim to provide a welcoming environment and equitable opportunities for all employees regardless of background, nationality, race, ethnicity, gender, gender identity, age, sexual orientation, marital status, disability, or religion. This principle is ingrained in our company values and articulated in our Code of Business Ethics. At Wolters Kluwer, you’ll feel valued for your contributions, and you’ll know that your health, safety, and well-being are important to us. Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous. Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being. That commitment has been recognized externally through Ragan’s Top Places to Work for Employee Wellbeing: Large Organization in 2024. More recently, Wolters Kluwer was recognized by Forbes as one of America’s Best Large Employers 2026 and America’s Best Employers for Engineers 2026. In 2025, Wolters Kluwer was also recognized by Forbes as one of America’s Best Employers for Women. 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