FP&A & Anaplan Planning Lead

EY; Stamford (CT); Remote; USD 78,000 - 165,000; Full time

Job summary

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan-based planning solutions. You will translate business requirements into functional models, partner with stakeholders across IT and finance, and drive scalable forecasting, reporting, and analytics.

The role emphasizes support for complex analyses, data integrity, and end-to-end project delivery, with a focus on governance, training, and continuous improvement within a highly virtual US-wide

Qualifications

• Bachelor's degree in a related discipline or equivalent work experience.
• Minimum 3-5+ years of relevant experience in FP&A and systems implementation.
• 5-7+ years of experience in a finance/business capacity with supervisory, forecasting and budgeting experience.
• Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live).
• Good experience playing the role of the middle person between the business and the development team.
• Overtime may be expected during concentrated periods of activity.
• Ability to work in a highly virtual team.
• Limited travel may be required based on business need.

Responsibilities

• Translate business requirements into functional system solutions within Anaplan.
• Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions.
• Flexibility to support complex analysis and reporting needs.
• Assess and communicate the impact of requested changes on upstream and downstream processes.
• Build and enhance complex models that support finance, analytics, and reporting functions.
• Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making.
• Conduct testing and quality assurance.
• Evaluate existing models and identify opportunities to improve performance, scalability, and user experience.
• Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows.
• Troubleshoot data integrity and user access issues.
• Collaborate with IT and finance stakeholders globally.
• Streamline manual processes via automation and data integration.
• Develop technical and business documentation to support model governance and long-term sustainability.
• Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization.
• Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency.
• Maintain compliance with policies and procedures related to system setup and maintenance.
• Interact with the financial community and the technical group in resolving issues relating to policies and financial systems.
• Actively participate in system integration, design, upgrades and enhancements.
• Understanding and application of AI and Machine Learning
• Prioritize and resolve high priority issues and effectively communicate status with stakeholders
• Act as a subject matter knowledge during workshops and training sessions
• Work on special projects as required
• Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations
• Clarifies requirements with the business and key stakeholders
• Assess what is achievable/change impact, effort and timeline based on data and reports
• Manage various projects across multiple teams and functions
• Coordinate defect resolution and end-user communication
• Change agent for US initiatives and explain concepts in business terms and train end-users
• Directly support team members in development, implementation and support of applications
• Oversee and manage projects across teams

Skills

Anaplan

FP&A

Model building

Dashboards

Communication

Team leadership

Data governance

Education

Bachelor's degree or equivalent

Tools

Anaplan

Job description

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan-based planning solutions. You will translate business requirements into functional models, partner with stakeholders across IT and finance, and drive scalable forecasting, reporting, and analytics.

The role emphasizes support for complex analyses, data integrity, and end-to-end project delivery, with a focus on governance, training, and continuous improvement within a highly virtual US-wide