Title: Consulting Manager

Employment Type: Full-time

Location: Remote (US-based)

Compensation: Competitive base + performance bonus + equity

About the Company

We are partnered with a high-growth consulting firm focused on transforming Finance organizations through modern performance management, data architecture, and AI-driven solutions.

Our approach challenges traditional CPM tools by leveraging scalable, interoperable technologies and embedding AI into financial processes. We partner with organizations ranging from high-growth startups to Fortune 500 enterprises to deliver flexible, future-ready planning solutions.

About the Role

We are seeking a Lead Consultant with strong Anaplan expertise to drive end-to-end delivery of financial planning and performance management solutions.

This is a hands-on role combining client engagement, solution architecture, and technical delivery. You will work directly with senior stakeholders while building scalable, integrated planning environments.

Key Responsibilities

Project Delivery

• Lead project execution including scoping, requirements gathering, and solution design
• Evaluate and redesign financial planning and operational processes
• Manage project timelines, deliverables, and client expectations
• Support change management and user adoption

Solution Development

• Design and build Anaplan models, enhancements, and planning solutions
• Develop financial models including forecasting, budgeting, and scenario planning
• Build and manage data integrations between source systems and planning tools
• Support reporting and dashboard development for finance stakeholders

Client Engagement

• Act as a primary point of contact for client interactions
• Facilitate workshops, standups, and stakeholder meetings
• Present solutions and insights to senior leadership (VP/CFO level)

Technology & Innovation

• Work with modern data platforms and architecture concepts (e.g. data modeling, pipelines)
• Leverage AI tools to enhance development, analysis, and documentation workflows

Required Qualifications

• 4–6 years of experience in FP&A, consulting, or financial systems delivery
• Hands-on Anaplan experience (required), including model building and implementation
• Experience with financial planning tools (e.g. Anaplan, Pigment, Adaptive, Oracle EPM)
• Strong understanding of multi-dimensional forecasting and planning processes
• Proficiency in SQL and data modeling concepts (e.g. star schema)
• Advanced Excel financial modeling skills (3-statement models, forecasting, budgeting)
• Strong communication skills with experience presenting to senior stakeholders

Preferred Qualifications

• Experience integrating Anaplan with upstream/downstream systems (ERP, CRM, HRIS, etc.)
• Familiarity with BI/reporting tools (e.g. Power BI or similar)
• Experience working in consulting or client-facing environments
• Exposure to AI tools in a professional workflow

Additional Requirements

• Bachelor’s degree (Finance, Business, or related field preferred)
• US work authorization
• Ability to travel up to 20% as needed