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

Senior Consultant – 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 Senior 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 Senior Consultant at Alpha FMC is a lead member of the team 
  delivering components of client engagements that identify, design, and
  implement technology and creative business solutions
• Key responsibilities will include: 
  • Lead with identification and formulation of business
    requirements, functional design, process design (including
    scenario design, flow mapping), prototyping, testing, training,
    defining support procedures
  • Formulate planning, budgeting, forecasting, and reporting
    strategies
  • Participate through full life-cycle implementations
  • Lead client workshops for solution design and client education.
  • Provide mentorship to junior level staff

Qualifications

• A minimum of 4+ years of relevant consulting or relevant functional
  finance industry experience.
• A minimum of 1 full life cycle Anaplan or similar EPM cloud technology
  implementation.
• Hands-on functional experience and/or demonstrated proficiency in
  EPM-related business processes: Finance & Management reporting,
  FP&A, Analytics.
• Strong Excel literacy
• Anaplan Certified Model Builders (Level I & Level II) or above
• Passion for business analytics, modeling, and planning
• Results-oriented, motivated, self-starter with an eagerness to learn 
  new skillsets and technologies
• 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

Preferred/Desired Qualifications 

• Experience in data analysis, financial analysis constructing analytical
  models based on historical and projected data
• Anaplan Certified Model Builder Level II or Certified Solution Architect
• 1+ years’ experience in management consulting
• 3+ years’ experience in an industry role within private markets, real
  estate or broader financial services.
• Advanced Microsoft Excel / financial modeling skills
• Ability to think through complex problems and effectively
  communicate problems and potential solutions to the client and
  colleagues
• Strong oral and written communication skills, including presentation
  skills (MS Word, MS PowerPoint)
• Strong problem solving and troubleshooting skills with the abilit