Alpha Alternatives
Consultant Enterprise Performance Management (Anaplan Focus) - PE/CR
Alpha Alternatives, Washington, District Of Columbia, United States, 20001
Consultant
Enterprise Performance Management (Anaplan Focus) - PE/CR
Location:
United States or Canada Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industryincluding 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 practicebringing tailored solutions to the financial services and alternative investments sectors. What You'll Do / Keys to Success:
A Consultant 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. Key responsibilities will include: Participate through full life-cycle implementations Participate in client workshops for solution design and client education. Support Lead Model Builders on implementations Qualifications
1-2 years of relevant consulting, functional finance industry experience or college degree (finance, economics, analytics). Strong Excel literacy. Passion for business analytics, modeling, and planning. Results-oriented, motivated, self-starter with an eagerness to learn new skillsets. Strong desire to excel and gain exposure to multiple industries while further developing your career. Ability to collaborate with clients Preferred/Desired Qualifications
Experience in data analysis, financial analysis constructing analytical models based on historical and projected data Hands-on functional experience and/or demonstrated proficiency in EPM-related business processes: Finance & Management reporting, FP&A, Analytics Anaplan Certified Model Builder Level I & II A minimum of 1 full life cycle Anaplan or similar EPM cloud technology implementation. 1+ years' experience in management consulting 2+ years' experience in an industry role within private markets, real estate or broader financial services Advanced Microsoft Excel / financial modeling skills Strong oral and written communication skills, including presentation skills (MS Word, MS PowerPoint) Ability to collaborate with clients Compensation and Benefits
Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning Flexible working: Work-life balance with flexible schedule Community events: We offer a range of social events and meetups 25 days' holiday in addition to public holidays Supplemented medical, dental and vision coverage 401(k) with employer match Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $85,000
$115,000 USD for US-based hires and $90,000
$120,000 CAD for Toronto-based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.
Enterprise Performance Management (Anaplan Focus) - PE/CR
Location:
United States or Canada Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industryincluding 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 practicebringing tailored solutions to the financial services and alternative investments sectors. What You'll Do / Keys to Success:
A Consultant 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. Key responsibilities will include: Participate through full life-cycle implementations Participate in client workshops for solution design and client education. Support Lead Model Builders on implementations Qualifications
1-2 years of relevant consulting, functional finance industry experience or college degree (finance, economics, analytics). Strong Excel literacy. Passion for business analytics, modeling, and planning. Results-oriented, motivated, self-starter with an eagerness to learn new skillsets. Strong desire to excel and gain exposure to multiple industries while further developing your career. Ability to collaborate with clients Preferred/Desired Qualifications
Experience in data analysis, financial analysis constructing analytical models based on historical and projected data Hands-on functional experience and/or demonstrated proficiency in EPM-related business processes: Finance & Management reporting, FP&A, Analytics Anaplan Certified Model Builder Level I & II A minimum of 1 full life cycle Anaplan or similar EPM cloud technology implementation. 1+ years' experience in management consulting 2+ years' experience in an industry role within private markets, real estate or broader financial services Advanced Microsoft Excel / financial modeling skills Strong oral and written communication skills, including presentation skills (MS Word, MS PowerPoint) Ability to collaborate with clients Compensation and Benefits
Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning Flexible working: Work-life balance with flexible schedule Community events: We offer a range of social events and meetups 25 days' holiday in addition to public holidays Supplemented medical, dental and vision coverage 401(k) with employer match Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $85,000
$115,000 USD for US-based hires and $90,000
$120,000 CAD for Toronto-based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.