Senior FP&A & Anaplan Lead

EY; City of Albany (NY); Remote; USD 78,000 - 165,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Paid time off

Flexible vacation policy

Training budget & professional develop

Job summary

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan-based planning solutions for US forecasting and reporting. You will work with global IT and finance teams to ensure data integrity, scalable models, and insightful dashboards that drive decision-making.

Expect deep collaboration with stakeholders, end-to-end project delivery, and opportunity to shape financial planning across EY US.

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 professional atmosphere in a finance/business capacity with at least 3 years of 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 will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm re-organizations etc)
• Ability to work in a highly virtual team
• Limited travel may be required based on business need
• Ideally, you’ll also have Anaplan experience (e.g., model building, Model Builder certification) is highly valued

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 related to policies, procedures, 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 that help meet business needs or solve issues.
• Clarifies requirements with the business and key (senior) stakeholders
• Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
• Manages various projects and activities across multiple team members and functions
• Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
• Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
• Directly support team members in the development, implementation and support of applications to meet business requirements.
• Oversee and manage projects across teams

Skills

FP&A knowledge

Financial systems

Anaplan administration

Forecasting

Budgeting

Education

Bachelor's degree in finance/accounting or related

Tools

Anaplan

Job description

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan-based planning solutions for US forecasting and reporting. You will work with global IT and finance teams to ensure data integrity, scalable models, and insightful dashboards that drive decision-making.

Expect deep collaboration with stakeholders, end-to-end project delivery, and opportunity to shape financial planning across EY US.