About The Position

The Manager, Financial Planning & Analysis – Anaplan is responsible for the 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 position leads forecast and planning technology architecture initiatives to evolve and strengthen planning processes and capabilities. The role oversees analyst work and product delivery, defines product direction and requirements, and manages development timelines, dependencies, releases, and the enhancement backlog. It supports Anaplan integrations with enterprise systems such as Oracle, platform adoption, user support, training, and ongoing improvement. The manager supports forecasting and corporate-level financial modeling, manages the enterprise business plan consolidation model and related tools, and develops additional Anaplan capabilities for downstream processes. The role also supports cross-business-unit initiatives and automation of management reporting and analytics, and performs ad-hoc research, analysis, special projects, and other assigned duties.

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 PowerBI.
  • Experience with financial statement analysis and understanding of corporate finance concepts and processes.
  • Deep analytical and modeling skills with broad relevant experience.
  • Ability to effectively 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 various backgrounds and consistently 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 PowerBI 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.
  • Anaplan Model Builder certification is also listed as preferred.

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 for alignment with product goals and user expectations.
  • Mentor and guide team members while fostering accountability and collaboration.
  • Define product vision and strategy in alignment with business goals.
  • Gather and prioritize stakeholder and business requirements.
  • Create and maintain the 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 the enterprise business plan consolidation model and tools, including documentation, testing, quarterly maintenance and rollovers, and enhancements.
  • Identify and 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 as required.
  • Perform other duties and projects as assigned.
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