Senior FP&A & Anaplan Planning Lead

EY; Philadelphia (Philadelphia County); Remote; USD 78,000 - 145,000; Full time

Benefits offered by this job

Medical & dental coverage

Pension & 401(k)

Paid time off

Job summary

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan planning solutions for US forecasting and reporting. You will translate business requirements into functional models, partner with stakeholders, and ensure data integrity and governance.

The role requires 5-7+ years in FP&A and systems implementation, strong communication, and the ability to work with global virtual teams. Overtime and limited travel may be required.

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 middle person between the business and the development team.
• Overtime will be expected during concentrated periods of activity (initial system implementation, annual system rollovers, reorganizations).
• 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 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

Analytical skills

Communication skills

Global collaboration

Attention to detail

Business acumen

Project coordination

Education

Bachelor's degree

Tools

Anaplan

Anaplan Model Builder certification

Job description

EY is seeking a Financial Accounting Systems Supervising Associate to design, build, and optimize Anaplan planning solutions for US forecasting and reporting. You will translate business requirements into functional models, partner with stakeholders, and ensure data integrity and governance.

The role requires 5-7+ years in FP&A and systems implementation, strong communication, and the ability to work with global virtual teams. Overtime and limited travel may be required.