Mid Level Planning Associate Jobs

The opportunity

The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. They will design, build, and optimize connected planning solutions to support business forecasting and reporting, as well as contribute to the actual planning and analyses processes that the team performs and supports. Key tasks are to continually improve the availability and accuracy of information, to provide a single source of the truth and a high quality solution for decision support across the US firm.

Your key responsibilities

• Translate business requirements into functional system solutions within Anaplan
• Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
• Flexibility to support complex analysis and reporting needs
• Assess and communicate the impact of requested changes on upstream and downstream processes
• Build and enhance complex models that support finance, analytics, and reporting functions
• Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
• Conduct testing and quality assurance
• Evaluate existing models and identify opportunities to improve performance, scalability, and user experience.
• Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows.
• Troubleshoot data integrity and user access issues
• Collaborate with IT and finance stakeholders globally
• Streamline manual processes via automation and data integration
• Develop technical and business documentation to support model governance and long-term sustainability.
• Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization.
• Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency.
• Maintain compliance with policies and procedures related to system setup and maintenance
• Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems.
• Actively participate in system integration, design, upgrades and enhancements.
• Understanding and application of AI and Machine Learning
• Prioritize and resolve high priority issues and effectively communicate status with stakeholders
• Act as a subject matter knowledge during workshops and training sessions
• Work on special projects as required
• Utilizes deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues.
• Clarifies requirements with the business and key (senior) stakeholders
• Works closely with team members and stakeholders in order to assess what is achievable/change impact, effort and timeline based on source data available as well as business logic and reports available
• Manages various projects and activities across multiple team members and functions
• Requires analysis of issues and validation of enhancements as well as coordination of defect resolution and effective communication to end users
• Change agent for US initiatives and explain concepts and issues in business terms as well as training end-users in Finance roles on key changes and enhancements
• Directly support team members in the development, implementation and support of applications to meet business requirements.
• Oversee and manage projects across teams

Skills and attributes for success

• Knowledge of technologies, methods and approaches, and key areas of interdisciplinary dependencies.
• Good understanding of key processes in reporting - functionally and technically (e.g. multi-dimensional data models)
• Knowledge of EY's culture, business objectives and business needs
• Excellent communication skills (written as well as verbal- including presentation skills)
• Strong business acumen
• Strong organizational skills
• Attention to detail, accuracy, ability to understand data structures and define validation approaches
• Experience with change management and training needs in reporting
• Ability to work with Global virtual teams

To qualify you must have

• Bachelor's degree in a related discipline, or equivalent work experience
• Minimum 3-5+ years of relevant experience in FP&A and systems implementation
• 5-7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting and budgeting experience
• Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
• Good experience playing the role of the middle person between the business and the development team
• Overtime will be expected during concentrated periods of activity (particularly in conjunction with initial system implementation, annual system rollovers, significant firm re-organizations etc)
• Ability to work in a highly virtual team
• Limited travel may be required based on business need

Ideally, you'll also have

• Anaplan experience (e.g., model building, Model Builder certification) is highly valued

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $93,300 to $158,700
  • Bay Area California offices – $97,200 to $165,300
  • All other offices locations in the US, including Sacramento – $77,800 to $145,400
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

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