Financial System Consultant

Financial Systems Consultant – Anaplan & Enterprise Performance Management (EPM)

Build your career at the intersection of Finance, Technology, and Consulting!

Are you passionate about financial planning, data analysis, and technology? We're looking for a Financial Systems Consultant – Anaplan & EPM to help transform complex financial processes into scalable, technology-driven solutions.

In this role, you'll work alongside experienced consultants and solution architects to design, develop, and support Enterprise Performance Management (EPM) solutions, starting with Anaplan and expanding to other leading financial planning platforms.

Key Responsibilities

Client Requirements & Solution Design

• Collaborate with clients and stakeholders to understand business goals, financial processes, and operational challenges.
• Translate business requirements into functional specifications and model designs.
• Support project planning, sprint backlogs, and acceptance criteria.

Financial Model Development

• Build and maintain financial planning models, calculations, dashboards, and workflows using Anaplan and other EPM platforms.
• Support data integrations, model security, and performance optimization.
• Collaborate with ERP and Business Intelligence teams on data integration initiatives.

Testing & Implementation

• Conduct unit testing and support System Integration Testing (SIT) and User Acceptance Testing (UAT).
• Troubleshoot system issues, validate calculations, and implement enhancements.
• Assist with solution deployment and documentation.

Post-Implementation Support

• Resolve user issues and provide ongoing system support.
• Maintain user guides and process documentation.
• Assist in training users and implementing continuous improvements.

Data Analysis & Continuous Improvement

• Use Excel, SQL, Python, or similar tools to manipulate, validate, and analyze financial data.
• Develop reports, visualizations, and insights to demonstrate business value.
• Stay updated on EPM technologies, financial planning practices, and emerging solutions.

Qualifications

Required Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, Information Systems, or a related field.
• 1–2 years of relevant experience in one or more of the following:
• Corporate Financial Planning & Analysis (FP&A), budgeting, or statutory reporting
• Treasury or tax reporting
• Big Four or Tier-1 audit, advisory, or technology consulting involving ERP/EPM implementations
• Strong understanding of financial modeling, including profit and loss, balance sheets, cash flow, and consolidation concepts.
• Familiarity with Agile delivery methodologies, such as Scrum or Kanban, and basic IT service management (ITSM) ticketing.
• Strong analytical, problem-solving, and communication skills.
• Willingness to travel or work on-site when required by client engagements.

Preferred Qualifications

• CPA, CMA, or a relevant professional certification completed or in progress.
• Exposure to Anaplan or other EPM platforms, such as SAP Analytics Cloud, Oracle Hyperion, OneStream, or Planful.
• Basic knowledge of Excel VBA, Python, SQL, data integration tools, APIs, or cloud data platforms.
• Experience working with multinational companies or across multiple industries.
• Ability to present financial insights to technical and non-technical stakeholders.

Why Consider This Opportunity?

• Develop expertise in financial planning technology and enterprise systems.
• Gain exposure to consulting projects and business transformation initiatives.
• Work alongside experienced consultants and solution architects.
• Build a strong foundation for a career in EPM, financial systems, and finance transformation.