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EY Anaplan Consultant - Financial Services - Financial Management - Senior - Consulting - Location Open in New York, New York

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

EY is the only professional services firm with a separate business unit ("FSO") that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

We live in a new digital world with exciting new technologies and challenges. Financial institutions are going through a seismic change in their business that also provides significant opportunities through a deep finance, risk and technology transformation. Large institutions in Banking, Insurance and Capital Markets are re-evaluating the way they conduct business and are undergoing strategic initiatives to enhance their operations to better serve their clients and address the high bar set by the regulator.

The opportunity

At EY, we pride ourselves on being a trusted advisor to the key stakeholders in the financial services industry. Our vision and flawless execution have driven a substantial growth in our organization. As a result, we are currently looking to expand our team by bringing on board new leaders with the commitment and drive to help our clients succeed.

We are currently seeking a highly motivated Senior to lead financial planning, forecasting and analysis (FP&A) client workstreams at large banks and/or insurance companies using Anaplan. Additionally, they will support business development activities on strategic and priority accounts.

Your key responsibilities

As a Senior in our Anaplan practice you will be expected to Lead financial planning, forecasting, and analysis (FP&A) project workstreams at large banks and/or insurance companies. Deliver high quality client solutions that meet and exceed client and EY expectations and are delivered on-time and on-budget. Manage client solution delivery, including defining project approach, leading and motivating project teams, monitoring and managing project risks, managing client and EY key stakeholders, and successfully delivering client solutions. Identifying new business opportunities, including building strong client relations, understanding client needs and EY solution offerings, communicating client opportunities to EY leadership, and helping develop client opportunities.

Skills and attributes for success

You will have previous Consulting experience, including assessments and implementations. Experience leading finance / FP&A workstream efforts. Documenting requirements and processes (e.g., process flows). Working collaboratively in a team environment. Excellent oral and written communication skills. Strong analytical and problem-solving skills. You will have experience working in a team environment and exhibit leadership skills. You will possess excellent communication skills and an inclination to bond with the customer to provide an outstanding service delivery experience.

To qualify for the role you must have

  • Minimum of 1 year of experience in the banking and/or insurance industry

  • Minimum of 1 year of consulting experience, providing advisory services. Financial planning and analysis (FP&A) and management reporting areas preferred.

  • Other beneficial experience includes stress forecasting, management reporting, regulatory reporting, and/or related technology implementations.

  • B.A. / B.S. degree

Ideally, you'll also have

Financial Planning & Analysis (FP&A) Experience:

  • FP&A experience, including financial planning, budgeting, and forecasting (e.g., income statement forecasting, balance sheet forecasting, capital forecasting, aggregation, driver-based forecasting)

  • Financial services industry experience (e.g., retail banking, commercial banking, capital markets, life insurance, property and casualty insurance) Preferred but not required

  • Experience Anaplan implementing data and other technology solutions (e.g., Hyperion Planning, IBM Cognos TM1, SAP BPC)

Anaplan Experience:


  • Minimum Credentials Required: Level 2 Model Building Certification

  • Master Anaplanner certification and/or significant work experience driving development using Anaplan in complex business environments


  • Ability to configure and maintain Anaplan lists, modules, dashboards, actions and other model settings

  • Strong hands-on experience building and supporting complex forecast and planning models

  • Strong expertise and deep understanding of multi-dimensional modeling

  • Ability to translate from model-building in Excel to multi-dimensional technologies.

  • Experience with full system implementation life-cycles (analyze, design, build, test, implement, support)

  • Expert skills of Excel spreadsheet modeling, macros, pivot tables, formulas, charts etc.

  • Technical design and development experience using various use cases preferred​


  • Partner with cross-functional teams to identify needs, understand existing models, and translate that info into efficiently-built Anaplan models.

  • Experience with Financial Forecasting

  • Experience overseeing model build activities for multiple workstreams while working with client team(s)

What we look for

Strong team work, work ethic, commitment to continuous improvement and a relentless commitment to EY values.

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

  • Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.

  • Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

  • Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.

  • Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at .