Job Description
Job Description The
Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm. CPM have 5 operating pillars.
Finance & Planning supports the execution of the firm's strategic objectives through the management of the planning process, firmwide reporting and analytics and insights into the firm's business plans and budgets. They develop consistent framework for revenue division projections creating transparency, accountability, and efficiency around projections. This pillar also includes the CF&O, EO and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities.
Product Finance is responsible for the overall governance and proactive management of the firm's non-compensation expenses.
Spend Management encompasses the functions responsible for managing all aspects of the firm's spend with third parties - advising commercial agreements and driving operating efficiency. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation and Sustainable Operations.
Operational Risk & Resilience drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses. The
CPM Engineering team provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses, and support corporate decision making in-line with the firm's strategic objectives.
Job Description Anaplan Center of Excellence (COE) within the Finance & Planning pillar is seeking an experienced Anaplan Model Builder to join our team. This role offers significant opportunities for professional development and leadership within a dynamic environment. You will be responsible for designing, developing, and implementing innovative budgeting and forecasting models across the firm's diverse business units. This position provides a unique opportunity to gain deep functional expertise across the organization and directly impact strategic decision-making.
Responsibilities: - Solution Design: Collaborate with business stakeholders to gather requirements and translate them into scalable and efficient Anaplan solutions for budgeting and forecasting processes. This includes facilitating workshops, documenting user stories, and proposing optimal model designs.
- Model Building: Develop and maintain complex Anaplan models, leveraging best practices for data integration, calculations, hierarchies, lists, modules, dashboards, and reporting. This involves writing efficient formulas, managing data flows, and ensuring data integrity.
- Optimization and Best Practices: Continuously monitor and optimize Anaplan model performance, usability, and scalability. Proactively identify and implement improvements, incorporating Anaplan best practices and staying current with platform updates.
- Training and Support: Provide comprehensive training and support to end-users, empowering them to effectively utilize Anaplan solutions. Develop training materials, conduct training sessions, and provide ongoing support through various channels.
- Documentation: Maintain thorough and up-to-date documentation for all Anaplan models, processes, and best practices. This includes model blueprints, calculation logic, data dictionaries, and user guides.
- Cross-functional Collaboration: Partner effectively with cross-functional teams, including consultants, developers, and business stakeholders, to deliver integrated solutions aligned with the firm's strategic objectives. Participate in project meetings, contribute to solution design discussions, and ensure seamless integration with other systems.
Requirements: - Technical:
- Anaplan Certified Model Builder required. Anaplan Certified Solution Architect is preferred.
- Bachelor's degree (U.S. or foreign equivalent) in Business Analytics, Computer Science, Engineering, Management Information Systems, Finance, or a related field.
- 1+ years of hands-on experience building and maintaining Anaplan models.
- 3+ years of overall experience in a corporate environment.
- Strong understanding of corporate finance, planning, and analysis processes (preferred).
- Demonstrated experience in contributing to Anaplan implementations (design, development, and/or support). Experience with Financial Planning and Budgeting is preferred.
- Communication:
- Ability to effectively communicate technical Anaplan concepts and capabilities to both technical and non-technical audiences.
- Proven ability to translate business requirements into technical specifications for Anaplan model development.
- Excellent written and verbal communication skills, including presentation and facilitation skills.
- Risk Management:
- Ability to identify and articulate potential operational and data risks associated with Anaplan models and processes.
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