Bachelor’s degree in Finance, Accounting, Information Systems, or related field (MBA or PMP certification preferred)
8+ years of experience in finance systems management, with at least 3 years in a leadership or project management role
Direct experience with Anaplan or comparable EPM tools (e.g., Workday Adaptive, Pigment, Oracle EPM, SAP BPC)
Proven success managing client-facing projects or internal initiatives with significant cross-functional coordination
Strong understanding of financial planning, forecasting, and performance management processes
Excellent communication skills with the ability to convey technical concepts to non-technical stakeholders
Expertise in leading RFPs, vendor evaluations, and technology selection processes
High attention to detail, strong organizational skills, and the ability to juggle competing priorities
Certified Anaplan Model Builder (preferred)
Responsibilities
Lead the planning, prioritization, and delivery of Anaplan and related finance technology projects
Balance and allocate resources across multiple workstreams involving model development, enhancements, and integrations
Translate complex business requirements into actionable project plans, ensuring timely delivery and alignment with strategic goals
Partner with Finance, FP&A, Data, and IT leaders to define business requirements and performance objectives
Serve as the primary liaison between finance users, developers, and leadership teams, ensuring transparency and alignment throughout project lifecycles
Communicate project progress, risks, and outcomes to executive stakeholders in a clear and structured manner
Oversee and participate in the design, build, and deployment of Anaplan models for financial planning, budgeting, and forecasting
Establish governance standards and best practices for model scalability, performance, and data integrity
Lead the evaluation and adoption of new features or tools to enhance financial planning capabilities
Manage a team of Anaplan model builders and analysts, fostering a culture of collaboration, accountability, and continuous improvement
Provide technical guidance and mentorship to junior developers and business partners
Coordinate with external consultants and vendors as needed to support system enhancements or integrations