Job Summary

We are seeking an experienced finance systems professional with both functional and technical experience with Anaplan. In this role, the candidate will be responsible for designing, building, and maintaining complex financial reporting and planning models within the Anaplan platform. The candidate will collaborate closely with stakeholders across the Finance and IT organizations to drive data-driven decision-making and support strategic financial planning processes. This is a key role in delivering business insights and optimizing financial reporting in a fast-paced, dynamic environment.

Key Responsibilities

· Anaplan Model Building & Maintenance: Design, build, and maintain scalable, high-performance Anaplan models to support financial planning, budgeting, forecasting, stock compensation, earnings per share and other business processes.

· Cross-Functional Collaboration: Partner with key stakeholders (Finance/Accounting, FP&A) to gather requirements and translate them into efficient model designs. Collaborate closely with IT for data integration needs.

· Data Management: Ensure that models are accurate, efficient, and adhere to best practices in data governance. Manage data sources and troubleshoot data discrepancies between Anaplan and Evercore’s ERP Workday.

· Continuous Improvement: Proactively identify opportunities to improve reporting and planning processes through enhanced model functionalities and automation within Anaplan.

· User Training & Support: Train end-users and provide ongoing support while upskilling other Finance IT team members to enable proper usage of systems and models to ensure that stakeholders are getting maximum value from the Anaplan platform.

· Reporting & Analytics: Develop dashboards and reports that allow senior leadership to easily access critical financial and operational insights.

· Documentation: Maintain comprehensive documentation of model designs, processes, and data flows to ensure business continuity and support future model enhancements.

Key Qualifications

Education: Bachelor’s degree in Finance, Accounting, Business Administration, Information Technology, or a related field. Certified Anaplan Level 2 Model Builder preferred.

Experience:

· 3-5 years of significant work experience driving Anaplan development and functionality in a complex business environment.

· Previous business consulting/implementation experience with Anaplan is highly desirable. Experience in investment banking, private equity, or financial services is a plus.

· Proven success in building and maintaining Anaplan models for complex financial processes (i.e. P&L, balance sheet, cash flow forecasting, stock compensation/EPS).

Technical Skills:

· Strong proficiency in Anaplan Model Building and coding languages (Python, C#).

· Strong understanding of finance and accounting principles, including corporate finance, forecasting, budgeting, and financial analysis.

· Experience with ERP systems and data integration into Anaplan. Working knowledge of Workday is considered a plus.

· Advanced Excel skills and familiarity with other financial planning and reporting tools. Working knowledge of Workday’s Adaptive Planning is considered a plus.

Soft Skills:

· Excellent problem-solving and analytical skills combined with the ability to work in a fast-paced environment.

· Strong communication skills with an ability to translate technical concepts into business terms.

· Ability Work independently as well as in a team environment with demonstrable interpersonal skills to ensure proper knowledge transfer to other Finance IT team members.

· Highly collaborative, with the ability to lead cross-functional projects and deliver results.

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.