Financial Analysis & Planning - Supervising Associate

EY • Hartford, DC

4d • $77,800 - $165,300

About The Position

The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) expertise with technical Anaplan administration. The role designs, builds, and optimizes connected planning solutions for business forecasting and reporting, while contributing to the planning and analysis processes the team performs and supports. It focuses on improving information availability and accuracy, providing a single source of truth, and delivering high-quality decision support across the US firm.

The position partners with business, finance, and IT stakeholders to translate requirements into scalable Anaplan solutions, maintain and enhance models, support integrations, improve processes, resolve issues, and guide adoption through documentation and training. It also manages and oversees projects across teams, supports US initiatives, and applies subject matter knowledge of planning, reporting structures, and financial systems to address business needs.

Requirements

• Bachelor's degree in a related discipline, or equivalent work experience.
• Minimum 3–5+ years of relevant experience in FP&A and systems implementation.
• 5–7+ years of experience in a professional finance or business capacity, including at least 3 years of supervisory, forecasting, and budgeting experience.
• Involvement in at least one end-to-end planning/EPM system implementation or major planning model redesign, from requirements through go-live.
• Experience serving as an intermediary between business stakeholders and the development team.
• Knowledge of technologies, methods, approaches, and key interdisciplinary dependencies.
• Good understanding of reporting processes, functionally and technically, such as multidimensional data models.
• Knowledge of EY's culture, business objectives, and business needs.
• Excellent written and verbal communication, including presentation skills.
• Strong business acumen and organizational skills.
• Attention to detail and accuracy, with ability to understand data structures and define validation approaches.
• Experience with change management and training needs in reporting.
• Ability to work with global virtual teams and in a highly virtual team.
• Overtime is expected during concentrated periods, particularly initial system implementation, annual system rollovers, and significant firm reorganizations.
• Limited travel may be required based on business need.

Nice To Haves

• Anaplan experience, such as model building or Model Builder certification, is highly valued.

Responsibilities

• Translate business requirements into functional system solutions within Anaplan.
• Partner with business stakeholders to design, develop, and deploy scalable planning and forecasting solutions.
• Support complex analysis and reporting needs.
• Assess and communicate the impact of requested changes on upstream and downstream processes.
• Build and enhance complex models supporting finance, analytics, and reporting.
• Design dashboards and reporting tools that provide actionable insights and support decision-making.
• Conduct testing and quality assurance.
• Evaluate existing models and identify opportunities to improve performance, scalability, and user experience.
• Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows.
• Troubleshoot data integrity and user access issues.
• Collaborate with IT and finance stakeholders globally.
• Streamline manual processes through automation and data integration.
• Develop technical and business documentation supporting model governance and long-term sustainability.
• Facilitate user training, knowledge sharing, and co-building sessions to expand adoption.
• Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency.
• Maintain compliance with policies and procedures related to system setup and maintenance.
• Work with financial and technical teams to resolve issues related to policies, procedures, and financial systems.
• Participate in system integration, design, upgrades, and enhancements.
• Apply understanding of AI and Machine Learning.
• Prioritize and resolve high-priority issues and communicate status to stakeholders.
• Serve as a subject matter resource during workshops and training sessions.
• Work on special projects as required.
• Use subject matter knowledge of US planning and reporting structures and financial systems technologies to recommend solutions to business needs and issues.
• Clarify requirements with business and senior stakeholders.
• Assess feasibility, change impact, effort, and timelines with team members and stakeholders, considering available source data, business logic, and reports.
• Manage projects and activities across multiple team members and functions.
• Analyze issues, validate enhancements, coordinate defect resolution, and communicate effectively with end users.
• Act as a change agent for US initiatives, explain concepts and issues in business terms, and train Finance end users on changes and enhancements.
• Directly support team members in developing, implementing, and supporting applications that meet business requirements.
• Oversee and manage projects across teams.

Benefits

• Medical and dental coverage.
• Pension and 401(k) plans.
• A wide range of paid time off options, including flexible vacation, designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior