Manager, Financial Planning & Analysis - Anaplan

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Job Purpose

The Manager, Financial Planning & Analysis – Anaplan is responsible for product design, strategy, roadmap, development, maintenance and enhancement of Anaplan business applications. Partnering with the AVP, Financial Planning & Analysis, this role works closely with Actuarial, ALM, Controllership, Treasury, JET, Investment Accounting, Risk, PPM and Institutional teams. This role leads the forecast and planning technology architecture initiatives, with a focus to evolve and strengthen planning processes and capabilities.

Essential Responsibilities

• Manages and supports analysts through sprint planning, prioritization, and day-to-day execution.
• Provides clear direction, acceptance criteria, and feature requirements to the analyst.
• Coordinates development timelines, dependencies, and release schedules.
• Monitors progress and review deliverables to ensure alignment with product goals and user expectations.
• Mentors and guides team members while fostering accountability and collaboration.
• Defines the product vision and strategy aligned with the business’ goals.
• Gathers and prioritizes stakeholder and business requirements.
• Creates and maintains a product roadmap and enhancement backlog.
• Manages product development timelines and releases.
• Supports integration strategies between Anaplan and enterprise systems such as Oracle.
• Monitors platform adoption, user support, training, and continuous improvement efforts.
• Supports forecast process, including partnership with other departments involved in the forecast and implementation of new capabilities.
• Maintains and enhances corporate-level modeling (debt, shares, shareholder distributions, etc.).
• Manages the enterprise business plan consolidation model and tools, including model documentation, testing, quarterly maintenance and rollover processes as well as model enhancements.
• Seeks out and develops additional Anaplan capabilities supporting downstream processes including actuarial and business process with a goal to enhance overall timeliness and controls.
• Supports growth opportunities and facilitates cross-business unit initiatives impacting the forecast and planning architecture.
• Partners with other members of FP&A and business partners to further automate management reporting and analytics capabilities.
• Perform ad-hoc research and analysis.

Other Duties

• Supports various special projects as required.
• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Experience or knowledge with designing, developing, and implementing applications using Anaplan framework.
• Experience or knowledge with designing, developing, and implementing end user solutions using PowerBI.
• Experience with financial statement analysis and an understanding of corporate finance concepts and processes.
• Experience managing or demonstrated aptitude to manage a team, preferably in finance.
• Deep analytical and modeling skills with broad relevant experience.
• Ability to effectively navigate and drive projects in a complex corporate environment.
• Comfortable presenting to and interacting at all levels of the organization.
• Excellent written and verbal communication skills.
• Strong project management skills and ability to effectively manage multiple concurrent projects.
• Ability to build collaborative relationships with stakeholders from various backgrounds and influence consistently without authority.
• Strong PC skills including advanced proficiency in Microsoft Excel and PowerPoint.

Qualifications

• Bachelor's Degree required.
• 5+ years Anaplan experience required.
• 7+ years of Corporate Finance experience preferred.
• 5+ years PowerBI experience or other visualization tools preferred.
• 1+ years of management experience preferred.
• Insurance/financial services industry experience preferred.
• Anaplan Model Builder certification required.
• Anaplan Model Builder certification preferred.