Solution Architect

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Anaplan

📍Remote - United States

Summary

Join Anaplan's Americas team as a self-motivated Solution Architect – Financial Consolidations & Reporting, leading and supporting implementation projects related to Anaplan's Fluence acquisition. This presales role offers the chance to be part of a fast-growing cloud vendor, combining your love of numbers and sales. You'll assist the sales and presales organization, provide partner enablement, support implementations, and contribute to methodology development. The position involves working with clients to define requirements, configure models, load data, test solutions, and provide post-go-live support. You will also support product management, development, and learning initiatives. This role requires a 4-year degree in Finance/Accounting or a CPA designation, along with extensive EPM implementation experience and advanced Excel skills. Anaplan offers a stimulating environment with an outstanding commission structure.

Requirements

  • A 4-year degree in Finance/ Accounting and/ or have CPA designation or equivalent
  • Experience in consulting/implementing Enterprise Performance Management (EPM) solutions like Hyperion, OneStream, SAP BPC, Orace Financial Consolidation and Close
  • 7+ years’ experience implementing Enterprise Performance Management solutions
  • Advanced Microsoft Excel / financial modeling skills
  • Demonstrated knowledge of a formal system implementation methodology – requirements gathering, design, build/test and deploy
  • Superb written and oral communication skills
  • Proven track record to lead and implement responsibilities simultaneously
  • Penchant for service excellence and a collaborative style
  • Subject matter expertise in Financial Consolidations and Group Reporting
  • Strong understanding of data integration (inbound and outbound)
  • Passion for business analytics, and financial consolidation and close
  • Excellent problem-solving and analytical skills

Responsibilities

  • Assist the sales and presales organization with sales activities – specifically performing scoping sessions, creating project estimates and SOWs and communicating requirements related to implementation projects to prospects
  • Provide coaching and knowledge transfer to partners as they implement Anaplan’s Consolidation solution to customers
  • Support the implementation activities of the Consolidation software solutions for clients and partners, as required
  • Working with clients to define their functional and technical requirements and provide best practice guidance
  • Configure the Consolidation model to address the client’s requirements
  • Assist the client with the mapping and loading of required financial data into the Consolidation application
  • Participate in the testing of the client solution once configuration and data loading has been completed
  • Provide post Go Live support when they commence using the Consolidation solution in a live environment (as per SOW)
  • Work with the Professional Services team to develop and document implementation methodology, customizing it for different regions, as required
  • Support production customers as required in conjunction with the Support organization
  • As required, assist the product management and development organizations with testing new releases of the Consolidation software products
  • Act as subject matter expert and reviewer of online learning content

Preferred Qualifications

  • Results-oriented, motivated, self-starter
  • Coaching mentality
  • Collegial, open, and grounded in integrity
  • Desire to work with a truly dynamic and exciting team, with a “roll-up your sleeves” approach
  • Strong desire to excel and be committed to gaining exposure to multiple industries while further developing your career

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