Anaplan Financial Analyst

Wilkinson & Associates Ltd; City of Edinburgh; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A finance consultancy in Edinburgh is seeking an Anaplan Financial Analyst to join their hybrid finance systems team. You will be responsible for designing and implementing Anaplan models and leading workflows that impact financial planning. Ideal candidates will have Anaplan certification and experience in financial analysis. This role offers a competitive salary, professional development, and high visibility across finance functions.

Benefits

Competitive salary and benefits

Hybrid working structure

Professional development support

Qualifications

• 2+ years’ experience in Financial Planning & Analysis.
• Knowledge of Anaplan Integrated Finance Planning Application.
• Strong understanding of multidimensional modelling and agile methodologies.

Responsibilities

• Design, develop and deploy complex Anaplan models across Finance.
• Lead user story workshops and oversee UAT.
• Build accessible dashboards and reports.

Skills

Anaplan model building experience

Financial Planning & Analysis

Advanced Excel modelling

Communication skills

Analytical mindset

Experience with Qlik or Power BI

Education

Certified Anaplan Model Builder (Level 1 or above)

Tools

Microsoft Dynamics 365

Qlik

Power BI

Job description

W&A is working on an opportunity to join a finance systems team where you will serve as the organisation’s dedicated Anaplan Financial Analyst, shaping how financial planning, modelling and reporting are delivered.

This Edinburgh-based hybrid role sits within a forward-looking Finance Systems function and will see you taking ownership of developing, enhancing and maintaining Anaplan solutions that underpin performance, insight and decision-making.

The Opportunity

As the team’s Anaplan specialist, you will lead the design, build and optimisation of models, dashboards and workflows used across Finance. You’ll translate complex business requirements into scalable structures, uplift existing models, and play a key part in system integrations, particularly with Dynamics 365. Your work will directly influence the financial planning cycle and strengthen the organisation’s analytical capabilities.

Key Responsibilities

• Design, develop and deploy complex Anaplan models across Finance.
• Lead user story workshops, translate business requirements and oversee UAT and end-user training.
• Enhance existing models, streamline planning workflows and improve system performance.
• Ensure the user experience is intuitive, efficient and aligned with best practice.
• Support data integrations with systems including Microsoft Dynamics 365.
• Build accessible dashboards and reports to support operational and strategic decisions.
• Develop and maintain workflow functionality.
• Remain up to date with Anaplan developments and incorporate new features where beneficial.

Candidate Profile

• Hands-on Anaplan model building experience.
• 2+ years’ experience in Financial Planning & Analysis.
• Certified Anaplan Model Builder (Level 1 or above); Solution Architect/Master Anaplanner desirable.
• Knowledge of the Anaplan Integrated Finance Planning Application.
• Strong understanding of multidimensional modelling, agile methodologies and Anaplan best practice.
• Advanced Excel modelling capabilities.
• Experience with Qlik or Power BI is advantageous.
• Excellent communication skills and stakeholder confidence across technical and non-technical teams.
• Strong analytical mindset and attention to detail.
• Comfortable operating in a dynamic, fast-paced environment.

Package & Benefits

• Competitive salary and benefits package (details can be confirmed).
• Hybrid working structure.
• Professional development support, including further Anaplan certifications.

Why This Role?

• Act as the organisation’s Anaplan expert, owning end-to-end model development.
• High visibility across Finance and wider business stakeholders.
• Opportunity to influence planning processes and drive system enhancement.
• Exposure to modern technologies and a collaborative, progressive environment.

To learn more or apply, please contact Jack Ramage at [e-mail] for a private and confidential discussion. Alternatively, submit your CV and we’ll be in touch.