Senior Manager (Anaplan), Client Analytics

Aztec Group•Radnor Township, PA

10d

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 The Master Anaplanner will design, build, and maintain advanced Anaplan models to support fund administration processes, including carry and waterfall calculations for private equity and alternative investment funds. This role requires deep expertise in Anaplan architecture, financial modelling, and integration with upstream/downstream systems. The role will partner with client-facing, operations, and technology teams to deliver scalable, accurate, and auditable solutions for complex fund structures.

Requirements

In-depth understanding of how to design, build, implement and refine complex financial models
Proficiency in Anaplan integration tools (Anaplan Connect, APIs)
Certified Master Anaplanner or Professional Model Builder
3-5 years of experience Anaplan model building and architecture

Responsibilities

Model Design and Development: Build and maintain complex Anaplan models for waterfall calculations. Ensure that models adhere to best practices for performance, scalability and ongoing maintainability
Best Practice & Framework Management: Develop and maintain global standards and models for complex waterfall calculations accomodating a diverse range of fund structures (e.g., European vs. American, whole-of-fund vs. deal-by-deal, multi-level waterfalls). Provide a robust, scalable and auditable offering
Performance Optimization: Monitor and optimise model performance, ensuring efficient calculations and minimal latency. Troubleshoot and resolve issues promptly
Governance & Standards: Establish and enforce modeling standards, data governance, and security protocols. Maintain documentation for models, processes, and integrations
Stakeholder Collaboration: Partner with cross-functional stakeholders incuding client-facing teams, operations, technology and transformation teams. Distil business requirements and deliver modelling solutions. Provide training and support to end-users and other model builders
Client Analytics & Bespoke Reporting: Move beyond standard reporting to deliver valuable insights to clients, including scenario analysis (e.g., future waterfall projections), performance attribution, and other bespoke analytics that support client decision-making and fundraising activities
Training & Upskilling: Develop and deliver specialised training and masterclasses for Fund Accounting and Cient Service delivery teams to enhance their understanding of waterfall principles and calculation methodologies, fostering a culture of excellence and knowledge sharing
Technical Authority: A trusted subject matter expert in Anaplan model construction, user experience and data integration
Capability Builder: Develops this specialist capability across the organisation through coaching, training, and the creation of best-practice frameworks and tools.
Operational Influencer: Shapes and aligns service delivery and technology roadmaps to support a best-in-class analytics and modelling function balancing control with client-centric outcomes
Change Advocate: Promotes and drives automation and innovation, championing the adoption of new technologies and processes to enhance client value and operational efficiency