Principal Financial Systems Analyst - Anaplan

Puget Sound Energy•Bothell, WA

4d•$108,200 - $180,200

About The Position

Puget Sound Energy’s Financial Planning & Analysis team is seeking a Principal Financial Systems Analyst to support a major finance and budget transformation involving the implementation of Anaplan and S/4 HANA. The role serves as the FP&A team’s primary business representative and subject matter expert for Anaplan, aligning finance requirements with system capabilities and leading the creation and operation of an Anaplan Center of Excellence. The work includes partnering across the organization during Anaplan implementation, expected to take approximately one year, and the S/4 HANA implementation, which will continue over multiple years. The analyst will lead finance requirements, process design, testing, validation, deployment, stabilization, and ongoing optimization. They will shape enterprise budgeting and planning practices, establish system governance and standards, and advise Finance leadership on technology capabilities, implementation risks, and the FP&A technology roadmap. Following implementation, the role will drive process innovation through system optimization, automation, and emerging AI technologies, and serve as the primary liaison for Anaplan issues and enhancements. PSE employees are expected to uphold applicable safety standards, support a culture of total safety, conduct business honestly and ethically in accordance with PSE’s core values and Code of Conduct, and meet regulatory compliance obligations. Specific work arrangements will be discussed during the interview process.

Requirements

Bachelor’s degree and at least 7 years of experience, or an equivalent combination of education and/or experience.
Strong data analytics, business process improvement, and system troubleshooting skills.
Knowledge of accounting, budgeting, and finance.
Experience developing business cases for medium to large projects and leading and delivering projects under tight deadlines.
Strong understanding of information systems, business processes, and relevant business drivers and measures of success.
Ability to anticipate unique business decisions and situations and respond accordingly.
Demonstrated team leadership and facilitation skills.
Excellent communication, writing, and presentation skills, including the ability to interface effectively with all levels of management.
Ability to work independently and in a team environment.
Ability to identify continuous improvement opportunities, take initiative to drive solutions, and work effectively without direct supervision in a fast-paced, stressful, multitasking environment.
Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and Vision.

Nice To Haves

Demonstrated Anaplan experience in model development, implementation, administration, or optimization in an enterprise planning environment; Anaplan certification preferred.
Experience supporting or leading a large-scale finance transformation, ERP implementation, or enterprise system migration, preferably involving SAP S/4 HANA.
Deep knowledge of enterprise FP&A processes, including budgeting, forecasting, long-range planning, financial reporting, variance analysis, and scenario modeling.
Experience translating complex Finance and FP&A requirements into scalable system solutions, processes, data requirements, and functional design.
Experience establishing or operating an Anaplan Center of Excellence or similar financial systems governance model, including standards, change management, documentation, access, and enhancement prioritization.
Experience with financial data structures, master data, system integrations, dimensionality, hierarchies, data validation, and reconciliation across enterprise financial systems.
Demonstrated experience leading cross-functional system implementations through requirements, design, testing, data validation, deployment, stabilization, and continuous improvement.
Experience driving change management, stakeholder engagement, training, and adoption for new financial systems and processes.
Knowledge of AI, automation, and emerging analytics technologies and their potential application to FP&A and financial decision support.
Master’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field preferred.

Responsibilities

Serve as FP&A’s primary business representative and subject matter expert for Anaplan implementation and ongoing optimization.
Lead FP&A requirements, process design, testing, validation, deployment, and stabilization for Anaplan and related finance transformation initiatives.
Provide FP&A leadership and expertise to the S/4 HANA implementation, aligning financial planning, actuals, master data, reporting, and system integrations.
Translate budgeting, forecasting, long-range planning, and management reporting requirements into scalable system and process solutions.
Establish and operate the Anaplan Center of Excellence, including governance, model standards, documentation, change management, access, testing, and release practices.
Serve as finance product owner for Anaplan and maintain a strategic roadmap of system capabilities, enhancements, and process improvements.
Establish consistent enterprise planning methodologies, business rules, assumptions, workflows, data definitions, and governance standards.
Partner with Finance, IT, Accounting, business units, and implementation partners to resolve design decisions, integration issues, and business requirements.
Establish data validation and reconciliation processes for information flowing between Anaplan, S/4 HANA, and other enterprise systems.
Identify opportunities to standardize and automate FP&A processes, reduce manual effort, improve controls, and improve the quality and timeliness of financial insights.
Lead post-implementation optimization, issue resolution, enhancement prioritization, and continuous improvement of the Anaplan environment.
Identify and lead opportunities to incorporate AI, automation, and emerging technology into budgeting, forecasting, analysis, reporting, and decision support.
Drive user adoption through change leadership, training, documentation, communication, and development of finance system capabilities across the organization.
Advise Finance leadership on technology capabilities, implementation risks, process improvement opportunities, and the longer-term FP&A technology roadmap.
Perform responsibilities in accordance with PSE safety, ethical, internal control, and regulatory compliance requirements.