FP&A Anaplan Implementation Analyst

Role Summary:

We are seeking a dynamic and finance-literate professional to support our FP&A team in implementing Anaplan. This role will serve as a strategic liaison between the Finance and Technology teams, driving requirement-gathering sessions, documenting processes, and ensuring the solution aligns with business needs. The ideal candidate will have a strong background in FP&A and financial reporting, with excellent communication and stakeholder engagement skills.

Key Responsibilities:

• Facilitate and lead requirement gathering sessions with FP&A and Finance stakeholders.
• Translate financial planning and reporting needs into clear technical specifications for Anaplan implementation.
• Document current and future-state financial processes with clarity and precision.
• Collaborate with IT and implementation partners to ensure technical solutions meet business requirements.
• Serve as a bridge between Finance and Technology teams, ensuring mutual understanding and alignment.
• Engage with executive stakeholders to gather strategic input and provide project updates.
• Lead Agile sprints for Anaplan implementation, including sprint planning, execution, and retrospectives.
• Provide regular progress updates to stakeholders, ensuring transparency and alignment throughout the project lifecycle.
• Support testing, validation, and user training during implementation phases.
• Assist in change management and adoption strategies across Finance teams.

Required Qualifications:

• Bachelor's degree in finance, Accounting, Business, or related field; MBA or CPA preferred.
• 5+ years of experience in FP&A, financial reporting, or financial systems implementation.
• Strong understanding of budgeting, forecasting, and financial planning processes.
• Experience with Anaplan or similar EPM tools (e.g., Hyperion, SAP BPC, Workday Adaptive Planning).
• Proven ability to document business processes and requirements professionally.
• Experience managing Agile sprints and delivering iterative updates to stakeholders.

Required Soft Skills:

• Excellent Communication Skills: Able to speak the language of finance and technology and communicate effectively with both technical teams and executive stakeholders.
• Stakeholder Management: Skilled in building relationships and managing expectations across cross-functional teams.
• Analytical Thinking: Ability to break down complex financial processes and identify optimization opportunities.
• Problem Solving: Proactive in identifying issues and proposing practical solutions.
• Adaptability: Comfortable working in a fast-paced, evolving environment with shifting priorities.
• Collaboration: Strong team player who thrives in a collaborative setting.
• Attention to Detail: Meticulous in documentation and validation of financial models and processes.
• Business Acumen: Understands the strategic goals of the organization and aligns technical solutions accordingly.
• Project Ownership: Capable of driving sprint cycles, tracking deliverables, and ensuring timely communication with stakeholders.

Preferred Skills:

• Anaplan Model Builder certification or hands-on experience with Anaplan implementations.
• Familiarity with Agile project methodologies and tools (e.g., JIRA, Confluence).
• Experience in change management and user training.