About The Role

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