Financial Analysis & Planning - Supervising Associate

Location: Anywhere in the United States. This role operates in a highly virtual team environment with limited travel required based on business needs. Overtime is expected during concentrated periods such as initial system implementation, annual system rollovers, and significant firm reorganizations.

About the Role

The Financial Accounting Systems Supervising Associate combines financial planning and analysis (FP&A) fluency with technical Anaplan administration. The role designs, builds, and optimizes connected planning solutions to support business forecasting and reporting, while also contributing to the actual planning and analysis processes the team performs. The focus is on continually improving the availability and accuracy of information, providing a single source of truth, and delivering a high-quality solution for decision support across the US firm.

Responsibilities

• Translate business requirements into functional system solutions within Anaplan
• Partner with business stakeholders to design, develop, and deploy scalable Anaplan planning and forecasting solutions
• Flexibility to support complex analysis and reporting needs
• Assess and communicate the impact of requested changes on upstream and downstream processes
• Build and enhance complex models that support finance, analytics, and reporting functions
• Design intuitive dashboards and reporting tools that provide actionable insights and support decision-making
• Conduct testing and quality assurance
• Evaluate existing models and identify opportunities to improve performance, scalability, and user experience
• Support integrations between Anaplan and enterprise systems, ensuring timely and accurate data flows
• Troubleshoot data integrity and user access issues
• Collaborate with IT and finance stakeholders globally
• Streamline manual processes via automation and data integration
• Develop technical and business documentation to support model governance and long-term sustainability
• Facilitate user training, knowledge sharing, and co-building sessions to expand adoption across the organization
• Stay current on Anaplan capabilities and contribute ideas that drive innovation and operational efficiency
• Maintain compliance with policies and procedures related to system setup and maintenance
• Interact with the financial community and the technical group in resolving issues related to policies, procedures, and financial systems
• Actively participate in system integration, design, upgrades, and enhancements
• Understanding and application of AI and Machine Learning
• Prioritize and resolve high-priority issues and effectively communicate status with stakeholders
• Act as a subject matter expert during workshops and training sessions
• Work on special projects as required
• Utilize deep subject matter knowledge of US planning and reporting structures and financial systems-based technologies to make recommendations that help meet business needs or solve issues
• Clarify requirements with the business and key (senior) stakeholders
• Work closely with team members and stakeholders to assess what is achievable, change impact, effort, and timeline based on source data available as well as business logic and reports available
• Manage various projects and activities across multiple team members and functions
• Analyze issues and validate enhancements, coordinate defect resolution, and communicate effectively to end users
• Serve as a change agent for US initiatives, explaining concepts and issues in business terms and training end-users in Finance roles on key changes and enhancements
• Directly support team members in the development, implementation, and support of applications to meet business requirements
• Oversee and manage projects across teams

Skills and Attributes for Success

• Knowledge of technologies, methods, and approaches, and key areas of interdisciplinary dependencies
• Good understanding of key processes in reporting — functionally and technically (e.g., multi-dimensional data models)
• Knowledge of EY's culture, business objectives, and business needs
• Excellent communication skills (written and verbal, including presentation skills)
• Strong business acumen
• Strong organizational skills
• Attention to detail, accuracy, ability to understand data structures and define validation approaches
• Experience with change management and training needs in reporting
• Ability to work with global virtual teams

Requirements

• Bachelor's degree in a related discipline, or equivalent work experience
• Minimum 3–5+ years of relevant experience in FP&A and systems implementation
• 5–7+ years of experience in a professional atmosphere in a finance/business capacity with at least 3 years of supervisory, forecasting, and budgeting experience
• Involvement in at least one end-to-end planning / EPM system implementation or major planning model redesign (requirements through go-live)
• Good experience playing the role of the middle person between the business and the development team

Preferred Qualifications

• Anaplan experience (e.g., model building, Model Builder certification) is highly valued

Benefits and Compensation

EY offers a comprehensive compensation and benefits package where you'll be rewarded based on performance and recognized for the value you bring. The base salary range for this position varies by geographic location:

• New York City, Boston, Washington DC Metro Areas, Washington State, and Southern California offices: $93,300 – $158,700
• Bay Area California offices: $97,200 – $165,300
• All other US office locations, including Sacramento: $77,800 – $145,400

Individual salaries within these ranges are determined by factors including education, experience, knowledge, skills, and geography. The Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under the flexible vacation policy, you decide how much vacation time you need based on personal circumstances. You'll also receive designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence to support physical, financial, and emotional well-being.