Dallas, Texas, USA
4 days ago
Corporate Planning & Management-Anaplan Center of Excellence-Dallas-Vice President

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 a seasoned Anaplan Solution Architect to join our team. This senior role offers exciting opportunities for leadership, professional growth, and impact, where you will be at the forefront of implementing innovative and cutting-edge budgeting and forecasting models that span the entire firm and its diverse businesses. This role provides a fantastic opportunity to have a direct impact on & develop a functional subject matter expertise of all the businesses at the firm.

 

Responsibilities

 

Innovative Solution Design: Collaborate with business stakeholders to understand their needs and design scalable Anaplan solutions for budgeting and forecasting. Expert Model Building: Utilize your extensive hands-on experience to build complex Anaplan models, including seamless data integration, advanced calculations, and comprehensive reporting functionalities.Leadership and Implementation: Lead the end-to-end implementation of Anaplan solutions, ensuring timely delivery, high quality, and stakeholder satisfaction.Optimization and Best Practices: Continuously optimize Anaplan models for performance, usability, and scalability, incorporating industry best practices.Team Mentorship: Manage and mentor a team of Anaplan professionals, providing guidance, support, and development opportunities.Comprehensive Training and Support: Deliver training and support to end-users and project teams, ensuring smooth adoption and optimal utilization of Anaplan solutions.Detailed Documentation: Maintain meticulous documentation for Anaplan models, processes, and best practices to ensure knowledge sharing and continuity. Cross-functional Collaboration: Partner with consultants, developers, and business stakeholders to deliver integrated solutions that drive the firm’s strategic initiatives.

Requirements

Technical

Anaplan certified Solution Architect with Master Anaplanner Certification preferred.Bachelor’s degree in technology, Computer Science, Finance, or a related field.4+ years of hands-on experience in building sophisticated Anaplan models with overall 7+ years of corporate experience.Strong understanding of corporate finance, planning, and analysis processes is a plus.Proven track record of leading successful Anaplan implementations from design to deployment.

 Communication

Ability to communicate technical Anaplan capabilities to an operational and financial audience.Able to translate functional business requirements into technical solutions for the Anaplan model builders.Excellent communication and presentation skills, with the ability to engage effectively with clients and internal teams.

Risk Management

Articulate operational and risk impacts related to a specific task or procedure.Implement controls to proactively manage risks (e.g. entitlements; data proliferation controls, etc.)

Management, Leadership & Culture

Foster a culture of solving the firm’s problems and driving towards business value.Willingness to learn and develop new skills as part of a growing group.Experience managing Anaplan model builders.
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