Anaplan - VP FP&A

Codex; Dallas (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid working environment

Annual discretionary bonus

Retirement savings plan

Paid holidays and PTO

Learning and development opportunities

Wellness benefits

Job summary

Codex is seeking an Anaplan - VP of Financial Planning & Analysis in Dallas to lead enterprise FP&A, consolidation, budgeting, forecasting and long-range planning. You’ll drive scalable models in Anaplan and partner with Finance, Accounting, HR and senior leadership to modernize reporting.

You will own complex planning processes, ensure data integrity, and explore automation opportunities to streamline finance operations in a high-impact global real estate context.

Qualifications

• 7+ years of progressive FP&A, financial consolidation, and reporting experience.
• 2+ years of hands-on Anaplan experience.
• Experience developing complex Anaplan models.
• Strong budgeting, forecasting, reporting, and financial planning knowledge.
• Advanced Excel and PowerPoint skills.
• Experience with financial reporting and BI tools.

Responsibilities

• Manage enterprise-wide financial consolidation processes across monthly, quarterly, and annual cycles.
• Lead the preparation, review, and analysis of consolidated financial reporting for senior leadership.
• Coordinate budgeting, forecasting, and long-range planning activities.
• Develop and enhance complex Anaplan models supporting FP&A processes.
• Identify opportunities to automate and improve manual Finance processes through Anaplan.
• Analyze financial performance, headcount trends, and workforce data.
• Partner across FP&A, Accounting, HR, and wider business teams.
• Maintain accuracy and integrity across financial and planning data.
• Resolve reporting, planning, and data issues across multiple stakeholder groups.
• Support continued improvement of enterprise FP&A processes and reporting.

Skills

FP&A experience

Financial consolidation

Budgeting and forecasting

Financial reporting

Stakeholder management

Advanced Excel

Education

Bachelor's degree in Finance or Accounting

Tools

Anaplan

Power BI

Sigma

Job description

Base Salary: $140,000–$190,000 USD + Bonus

About the Opportunity

A leading global real estate organization is looking for an Anaplan - VP of Financial Planning & Analysis to join its FP&A team in Dallas.

This is a high-impact role focused on enterprise financial consolidation, reporting, budgeting, forecasting, and long-range planning. You'll work across Finance, Accounting, HR, and other business functions while gaining significant exposure to senior leadership.

Anaplan is a key part of the position, with responsibility for developing and improving complex planning models and converting manual Finance processes into more scalable solutions.

What You'll Do

• Manage enterprise-wide financial consolidation processes across monthly, quarterly, and annual cycles


• Lead the preparation, review, and analysis of consolidated financial reporting for senior leadership


• Coordinate budgeting, forecasting, and long-range planning activities


• Develop and enhance complex Anaplan models supporting FP&A processes


• Identify opportunities to automate and improve manual Finance processes through Anaplan


• Analyze financial performance, headcount trends, and workforce data


• Partner across FP&A, Accounting, HR, and wider business teams


• Maintain accuracy and integrity across financial and planning data


• Resolve reporting, planning, and data issues across multiple stakeholder groups


• Support continued improvement of enterprise FP&A processes and reporting

Desired Candidate Profile

• 7+ years of progressive FP&A, financial consolidation, and reporting experience


• 2+ years of hands-on Anaplan experience


• Experience developing complex Anaplan models


• Strong budgeting, forecasting, reporting, and financial planning knowledge


• Bachelor's degree in Finance, Accounting, or a related field


• Advanced Excel and PowerPoint skills


• Experience with financial reporting and BI tools


• Strong analytical and problem-solving capabilities


• Comfortable managing multiple priorities in a deadline-driven environment


• Strong communication and stakeholder management skills


• Experience working with sensitive financial, payroll, and compensation data

Preferred Experience

• 4+ years of Anaplan experience


• Experience converting manual FP&A processes into scalable Anaplan solutions


• Experience within a complex, multi-entity or global organization


• Experience with Power BI and Sigma


• Real estate industry experience would be beneficial


• Annual discretionary bonus and incentive compensation


• Retirement savings plan


• Paid holidays and PTO


• Hybrid working environment


• Dedicated meeting-free productivity time


• Summer Fridays


• Work-from-anywhere period


• Learning and development opportunities


• Wellness benefits

Why Join?

This is an opportunity to combine a strong FP&A background with hands-on Anaplan expertise in a complex enterprise environment.

You'll have visibility with senior leadership, ownership across critical planning and consolidation processes, and the opportunity to play an important role in modernizing how Finance operates through Anaplan.

**MUST BE A US CITIZEN OR GREEN CARD HOLDER TO BE CONSIDERED**