Manager – Enterprise Performance Management (Anaplan Focus) - PE/CR

Manager – Enterprise Performance Management (Anaplan) - PE/CR
Location: United States or Canada 

About Alpha Alternatives 

Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industry—including private equity, real estate, private debt, credit, and infrastructure. We are recognized for our deep domain expertise, innovative thinking, and commitment to delivering exceptional value. 

Our consultants work alongside clients to solve complex operational and technology challenges in financial services. At Alpha, we believe in empowering client teams to be change agents and driving sustainable transformation through collaboration, insight, and execution excellence. 

About the Team 

Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We partner with financial services and private markets clients to design and implement solutions that enhance financial decision-making through technology-driven transformation. 

Role Overview 

As a Consultant, you will play a key role in shaping and delivering technology-enabled transformations. You will leverage Anaplan to help clients reimagine their planning, reporting, and analysis processes. You will act as a trusted advisor to clients while mentoring junior consultants, ensuring high-quality outcomes and client satisfaction. 

You’ll lead or support delivery teams, collaborate with client stakeholders, and help build the Anaplan delivery capability within the EPM practice—bringing tailored solutions to the financial services and alternative investments sectors. 

What You'll Do / Keys to Success:

• A Manager at Alpha FMC is a core member of the team delivering 
  components of client engagements that identify, design, and
  implement technology and creative business solutions.
• Participate as a critical member of client engagement teams designing
  and implementing Anaplan-based models. This includes but is not
  limited to: 
  • Integrations
  • Documentation
  • Transformation
  • Model Architecture & Development
  • Project Management
  • Business Development / Manage Client Relationships
  • Internal Team Building & Collaboration

• Understand and translate existing client solutions, spreadsheets, and
  business requirements into development tasks for multi-dimensional
  Anaplan models
• Utilize industry expertise to assist clients in desired process
  transformation or improvement
• Collaborate with other Lionpoint team members to deliver leading edge
  industry best practices and solutions while growing your own personal
  skillset
• Provide mentorship and develop to junior level staff
• Manager helps identify sales opportunities, assists in relationship
  management and ongoing accounts

Qualifications

• Strong Excel literacy.
• Anaplan Certified Model Builders (Level I & II) or above
• 2+ year(s) of Anaplan model building and implementation experience
• Familiarity with agile project methodology (Anaplan Way Certified).
• Passion for business analytics, modeling and planning
• Results-oriented, motivated, self-starter with an eagerness to learn
  new skillsets
• Passion for teaching our clients new technology and methods
• Strong desire to excel and gain exposure to multiple industries while 
  further developing your career
• Strong communication skills with the ability to identify improvement
  opportunities in a client's operating model to execute more effectively
• Demonstrated ability to understand and elicit requirements from client
  stakeholders through interviews or working sessions

Preferred/Desired Qualifications 

• Experience in data analysis, financial analysis constructing analytical
  models based on historical and projected data
• Experience leading and architecting at least 2 end to end Anaplan
  implementation
• Anaplan Certified Model Builder Level III & Anaplan Certified Solution
  Architect
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