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 solid 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