About the job
Codex is partnering with a fantastic Anaplan partner, who is looking to add a Senior Anaplan Consultant to their team. They are one of the fasting growing partners in the space already working with 2 of the top banks in the U.S.
In this role you will lead end-to-end design and implementation of Anaplan solutions with financial use cases.
Responsibilities:
- Conduct discovery sessions to understand client planning processes and identify challenges aligned to Anaplan’s capabilities.
- Design, configure, and implement Anaplan-based solutions for planning, budgeting, forecasting, and financial consolidation.
- Partner with sales, product, and customer success teams to support pre-sales engagements and ensure successful post-sale implementations.
- Develop client-facing deliverables including project plans, functional/technical specs, and polished presentations.
- Analyze financial and operational data to generate meaningful insights and recommendations.
Qualifications:
- 3 + years’ experience delivering or supporting Anaplan implementations
- Strong understanding of financial planning, reporting, and consolidation processes.
- Proven ability to lead client engagements and manage delivery teams.
- Excellent communication and presentation skills with a client-first mindset.
- Bachelor’s degree in Finance, Business, Accounting, or Technology-related field.
- Technical experience in data modeling and multi-dimensional planning environments is a plus.
- Anaplan Model Building Certification required (Level 3 preferred)
