Senior Financial Planning and Analysis Professional

A talented professional with expertise in Anaplan Senior roles is required to join a dynamic team.

The ideal candidate will possess strong skills in financial planning, budgeting, and forecasting, as well as experience in the banking and/or insurance industry. A minimum of 4 years of experience in consulting providing advisory services in financial planning and analysis (FP&A) and management reporting areas is preferred.

This role involves leading financial planning, forecasting, and analysis project work streams, delivering high-quality client solutions that meet and exceed expectations. The successful candidate will also be responsible for managing client solution delivery, including defining project approach, leading and motivating project teams, monitoring and managing project risks, managing client and key stakeholders, and successfully delivering client solutions.

• Key Responsibilities:
• Lead financial planning, forecasting, and analysis (FP&A) project work streams.
• Deliver high-quality client solutions that meet and exceed client and EY expectations and are delivered on-time and on-budget.
• Manage client solution delivery, including defining project approach, leading and motivating project teams, monitoring and managing project risks, managing client and key stakeholders, and successfully delivering client solutions.
• Identifying new business opportunities, including building strong client relations, understanding client needs and EY solution offerings, communicating client opportunities to EY leadership, and helping develop client opportunities.

Required Skills and Qualifications

• Skills and Attributes for Success:
• FP&A experience, including financial planning, budgeting, and forecasting (e.g., income statement forecasting, balance sheet forecasting, capital forecasting, aggregation, driver-based forecasting)
• Financial services industry experience (e.g., retail banking, commercial banking, capital markets, life insurance, property and casualty insurance) Preferred but not required
• Other beneficial experience includes:
• Planning, such as strategic planning and enterprise performance management.
• Forecasting, such as financial forecast modelling (e.g., by product, investments, liabilities), stress forecasting, governance, controls, and data and technologies.
• Reporting, such as regulatory reporting, profitability reporting, performance metrics, KPI's, drivers
• Level 3 Model Builder Certification
• Master Ana planner Certificate - Preferred
• Anaplan Solution architect or Master Ana planner certification and/or significant work experience driving development using Anaplan in complex business environments - Preferred
• Ability to configure and maintain Anaplan lists, modules, dashboards, actions and other model settings
• Strong hands-on experience building and supporting complex forecast and planning models
• Strong expertise and deep understanding of multi-dimensional modelling
• Ability to translate from model-building in Excel to multi-dimensional technologies.
• Experience with full system implementation lifecycles (analyse, design, build, test, implement, support)
• Expert skills of Excel spreadsheet modelling, macros, pivot tables, formulas, charts etc.
• Technical design and development experience using various use cases preferred
• Partner with cross-functional teams to identify needs, understand existing models, and translate that info into efficiently built Anaplan models.
• Experience with Financial Forecasting
• Experience overseeing model build activities for multiple work streams while working with client team(s)

Benefits

• Engaging with business partners and IT to understand requirements from various parts of an organization to drive the design, programming execution, and UAT for future state capabilities within the platform.
• Working in a fast-paced and dynamic environment while managing multiple projects and strict deadlines
• Good understanding of outsourcing and offshoring, building win/win strategies and contracts with suppliers
• Experience with Workday, Oracle FAH, or Oracle PCMCS
• Experience using Anaplan Connect
• Experience with MuleSoft or similar software, especially in conjunction with Anaplan
• Experience with Tableau or similar software, especially in conjunction with Anaplan
• Experience with Oracle Hyperion, SAP BPC or IBM TM1
• Integration development to/from other systems

Others

• A minimum of 5 years industry experience with Financial planning and analysis (FP&A) and management reporting.
• Experience with full system implementation lifecycles.