Manager, Financial Planning & Analysis - Anaplan
About The Position
The Manager, Financial Planning & Analysis – Anaplan is responsible for product design, strategy, roadmap, development, maintenance, and enhancement of Anaplan business applications. In partnership with the AVP, Financial Planning & Analysis, the role works closely with Actuarial, ALM, Controllership, Treasury, JET, Investment Accounting, Risk, PPM, and Institutional teams. The manager leads forecast and planning technology architecture initiatives to evolve and strengthen planning processes and capabilities. The position manages and supports analysts, defines product vision and strategy, gathers and prioritizes requirements, and maintains the product roadmap and enhancement backlog. It supports Anaplan integrations with enterprise systems such as Oracle, platform adoption, user support, training, and continuous improvement. The role also supports forecasting, corporate-level modeling, enterprise business plan consolidation, model documentation and maintenance, and development of additional Anaplan capabilities for downstream processes. It partners with FP&A and business teams to automate management reporting and analytics, support growth opportunities and cross-business-unit initiatives, and perform research, analysis, and special projects.
Requirements
- Bachelor's degree required.
- At least 5 years of Anaplan experience required.
- Anaplan Model Builder certification required.
- Experience or knowledge designing, developing, and implementing applications using the Anaplan framework.
- Experience or knowledge designing, developing, and implementing end-user solutions using Power BI.
- Experience with financial statement analysis and understanding of corporate finance concepts and processes.
- Deep analytical and modeling skills with broad relevant experience.
- Ability to navigate and drive projects in a complex corporate environment.
- Comfort presenting to and interacting with all levels of the organization.
- Excellent written and verbal communication skills.
- Strong project management skills and ability to manage multiple concurrent projects.
- Ability to build collaborative relationships with stakeholders from varied backgrounds and influence without authority.
- Strong PC skills, including advanced proficiency in Microsoft Excel and PowerPoint.
Nice To Haves
- At least 7 years of corporate finance experience preferred.
- At least 5 years of Power BI experience or experience with other visualization tools preferred.
- At least 1 year of management experience preferred.
- Insurance or financial services industry experience preferred.
- Experience managing a team, preferably in finance.
Responsibilities
- Manage and support analysts through sprint planning, prioritization, and day-to-day execution.
- Provide analysts with direction, acceptance criteria, and feature requirements.
- Coordinate development timelines, dependencies, and release schedules; monitor progress and review deliverables against product goals and user expectations.
- Mentor and guide team members while fostering accountability and collaboration.
- Define product vision and strategy aligned with business goals.
- Gather and prioritize stakeholder and business requirements.
- Create and maintain a product roadmap and enhancement backlog.
- Manage product development timelines and releases.
- Support integration strategies between Anaplan and enterprise systems such as Oracle.
- Monitor platform adoption, user support, training, and continuous improvement efforts.
- Support the forecast process in partnership with other departments and implement new capabilities.
- Maintain and enhance corporate-level models, including debt, shares, and shareholder distributions.
- Manage enterprise business plan consolidation models and tools, including documentation, testing, quarterly maintenance and rollover processes, and enhancements.
- Develop additional Anaplan capabilities for downstream actuarial and business processes to improve timeliness and controls.
- Support growth opportunities and facilitate cross-business-unit initiatives affecting forecast and planning architecture.
- Partner with FP&A colleagues and business partners to further automate management reporting and analytics.
- Perform ad-hoc research and analysis.
- Support special projects and perform other assigned duties or projects.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
