Anaplan Analyst

Job Title : FP&A Anaplan Implementation Analyst

Location : Houston, TX (Hybrid / On-site)C2C local candidates preferred.

Must be a US Citizen or Green Card holder

Role Summary :

We are seeking a dynamic and finance-literate professional to support our FP&A team in implementing Anaplan. This role will serve as a strategic liaison between the Finance and Technology teams, driving requirement-gathering sessions, documenting processes, and ensuring the solution aligns with business needs. The ideal candidate will have a strong background in FP&A and financial reporting, with excellent communication and stakeholder engagement skills.

Key Responsibilities :

Facilitate and lead requirement gathering sessions with FP&A and Finance stakeholders.

Translate financial planning and reporting needs into clear technical specifications for Anaplan implementation.

Document current and future-state financial processes with clarity and precision.

Collaborate with IT and implementation partners to ensure technical solutions meet business requirements.

Serve as a bridge between Finance and Technology teams, ensuring mutual understanding and alignment.

Engage with executive stakeholders to gather strategic input and provide project updates.

Lead Agile sprints for Anaplan implementation, including sprint planning, execution, and retrospectives.

Provide regular progress updates to stakeholders, ensuring transparency and alignment throughout the project lifecycle.

Support testing, validation, and user training during implementation phases.

Assist in change management and adoption strategies across Finance teams.

Required Qualifications :

Bachelor's degree in finance, Accounting, Business, or related field; MBA or CPA preferred.

5+ years of experience in FP&A, financial reporting, or financial systems implementation.

Strong understanding of budgeting, forecasting, and financial planning processes.

Experience with Anaplan or similar EPM tools (e.g., Hyperion, SAP BPC, Workday Adaptive Planning).

Proven ability to document business processes and requirements professionally.

Experience managing Agile sprints and delivering iterative updates to stakeholders.

Required Soft Skills :

Excellent Communication Skills : Able to speak the language of finance and technology and communicate effectively with both technical teams and executive stakeholders.

Stakeholder Management : Skilled in building relationships and managing expectations across cross-functional teams.

Analytical Thinking : Ability to break down complex financial processes and identify optimization opportunities.

Problem Solving : Proactive in identifying issues and proposing practical solutions.

Adaptability : Comfortable working in a fast-paced, evolving environment with shifting priorities.

Collaboration : Strong team player who thrives in a collaborative setting.

Attention to Detail : Meticulous in documentation and validation of financial models and processes.

Business Acumen : Understands the strategic goals of the organization and aligns technical solutions accordingly.

Project Ownership : Capable of driving sprint cycles, tracking deliverables, and ensuring timely communication with stakeholders.

Preferred Skills :

Anaplan Model Builder certification or hands-on experience with Anaplan implementations.

Familiarity with Agile project methodologies and tools (e.g., JIRA, Confluence).

Experience in change management and user training.