Client Forecasting & Analytics Manager - Anaplan

Aztec Group • Radnor Township, PA

5d

About The Position

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative. About the role: Reports to Head of Client Forecasting & Analytics This role will play a key role in a new specialist team by assisting in the design, build and maintenance of Anaplan models to support fund administration processes, including carried interest waterfall calculations for private equity and alternative investment funds. The role will involve engagement and interaction with Commercial and Client Services Teams to assess the calculation requirements for the pipeline of funds and clients which fall under the scope of these teams and translate these into incremental development requirements. They will work closely with senior members of the CF&A team to implement changes and with Commercial and Client Services Teams to test, investigate issues and facilitate the adoption of models across our client base.

Requirements

• Experience in modelling with a high degree of Excel proficiency and the ability to translate requirements or legal mechanics into comprehensive financial models
• Experience in using Anaplan or similar multi-dimensional planning tools
• Comfortable with structured, muti-dimensional datasets
• Strong understanding of risk and internal control frameworks
• Comfortable asking questions and working collaboratively
• Strong sense of ownership and quality
• Ability to translate business requirements into technical criteria
• Ability to explain technical modelling principles to non-expert audiences
• 3-5 years in finance, analytics or similar fields
• Demonstrable degree of proficiency in Excel modelling
• Previous experience with Anaplan or similar planning tools
• Strong understanding of data structures and principles
• Proven track record of continuous improvement using available tools
• Strong communication skills
• Change Advocate: Identifies and encourages automation and innovation, championing the adoption of new technologies and processes to enhance client value and operational efficiency
• Problem Solver: Leverages depth of knowledge in discipline to resolve problems where precedent may not exist
• Collaborator: Understands team needs and encourages different perspectives, mentoring and connecting with team members and wider Aztec colleagues across Aztec jurisdictions and product lines
• Commercial Acumen: Builds commercial knowledge and grows awareness of rapidly changing business environment risk profile

Nice To Haves

• Professional accounting qualification (e.g. ACA, ACCA, CPA) is desirable but not essential

Responsibilities

• Model Design and Development: Assist in the build and maintenance of complex Anaplan models for waterfall calculations. Ensure that models adhere to best practices for performance, scalability and ongoing maintainability
• Best Practice & Framework Management: Champion the adoption of global standards and models for complex waterfall calculations accommodating a diverse range of fund structures (e.g., European vs. American, whole-of-fund vs. deal-by-deal, multi-level waterfalls). Be part of a team providing a robust, scalable and auditable offering
• High-Quality Service: As part of a specialist team, provide an excellent level of service to the business with proactive behaviours and timely responses
• Continuous Improvement: Suggest and help deliver incremental improvements and refinements
• Stakeholder Collaboration: Close collaboration with cross-functional stakeholders including Commercial, Client Services, technology and transformation teams. Distil business requirements and propose modelling solutions. Provide training and support to end-users and work to resolve issues or anomalies
• Wider Process Optimisation: Work on the development of further use-cases to automate existing manual processes and reduce risks.
• Upskilling: Develop technical capabilities by progressing to a Master Anaplanner level over time

Benefits

• Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed