Associate Financial Planning and Analysis

What we are looking for

FP&A professional with experience developing models and applications within Anaplan, a highly analytical individual with expert-level Excel skills, experience producing Board level presentations, robust knowledge of Power BI dashboard development, and strong communication and problem-solving skills.

Why This Role Is Valuable 

The Associate, Financial Planning and Analysis will support the FP&A team in providing development of Power BI dashboards and Anaplan models and applications. This individual will play a key role in supporting our periodic forecast and annual budgeting process, focus on process improvement, and assist with ad hoc requests as needed. 

How You Add Value

• Design, develop and maintain efficient models within Anaplan, improving the current solution
• Create user-friendly Apps within Anaplan to increase ease of data inputs and analysis
• Assist with general support of the Anaplan by following up with end-user issues
• Develop global reporting dashboards utilizing Power BI
• Collaborate with IT for data integration between Anaplan and Workday, Power BI, and Onyx.
• Aid in the annual budget and forecast process including preparing presentations for the Board of Directors and portfolio company executive teams
• Support annual budget and periodic forecasting process through maintaining accurate files and providing support to other FP&A team members
• Support monthly and quarterly operational reporting to Revantage leadership and department heads
• Identify areas of improvement to drive efficiency and assist in implementing changes to current processes
• Assist in ad hoc requests or special projects at the request of Revantage, Blackstone or portfolio companies

What You Bring To The Role

Required:

• Bachelor’s degree in accounting, finance, or a business-related field
• Anaplan Model Builder Certification
• Microsoft Certified: Power BI Data Analyst Associate
• Minimum 3-5 years of relevant finance or accounting experience, with at least 2 years of development experience in Anaplan or other equivalent financial planning tools
• Strong computer skills
• Proficient in MS Office: Word, Excel and PowerPoint
• Working knowledge of Sigma, Alteryx, and Workday preferred
• Excellent communication, problem solving and interpersonal skills
• Ability to multi-task and manage shifting priorities in a fast-paced environment
• Excellent attention to detail and ability to work both independently and in a team environment
• Strong analytical and financial modelling skills
• Ability to be proactive and take initiative
• Team player - energetic and enthusiastic
• Fluency in English (verbally and written) is a compulsory requirement

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EEO Statement

The Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email [email protected]