Principal Financial Systems Analyst - Anaplan

Job Description

Puget Sound Energy (PSE), Washington’s largest energy company, proudly serves more than 1.2 million electric customers and nearly 900,000 natural gas customers. As part of a significant finance and budget transformation, PSE is implementing Anaplan and S/4 HANA to modernize systems and processes that support more than $5billion in annual revenue.

We are seeking a highly skilled and strategic finance professional to play a pivotal role in this transformation. In this position, you will serve as a primary representative for the FP&A team during the implementation of Anaplan. This role functions as a key business partner ensuring alignment between finance requirements and system capabilities, and will take the lead in building and managing the Anaplan Center of Excellence, establishing best practices, governance, and long-term value for the enterprise. You will be deeply involved, partnering across the organization as Anaplan is implemented over approximately one year and S/4 HANA continues across multiple years.

The ideal candidate for this role has expertise with Anaplan along with experience with large-scale system implementations or migrations. They will also be a subject matter expert in enterprise wide budgeting best practices.

Once Anaplan has been implemented across the organization, this analyst will drive process innovation through system optimization and emerging AI technologies. They will act as the primary liaison for technical issue identification, resolution, and system enhancements in the Anaplan environment.

All PSE employees are expected to uphold the safety compliance standards inherent in PSE’s operating and/or field procedures related to work responsibilities and promote and support a culture of total safety. Additionally, employees need to demonstrate commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct. All duties are to be performed in accordance with all regulatory compliance obligations.

Upholds the safety compliance standards inherent in PSE’s operating and/or field procedures related to work responsibilities. Promotes and supports a culture of total safety.

Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct.

Ensures duties are performed in accordance with all regulatory compliance obligations.

Job Responsibilities

• Serve as FP&A's primary business representative and subject matter expert for the implementation and ongoing optimization of Anaplan.
• Lead FP&A requirements, process design, testing, validation, deployment, and stabilization activities associated with Anaplan and related finance transformation initiatives.
• Provide FP&A leadership and expertise to the S/4 HANA implementation, ensuring alignment across financial planning, actuals, master data, reporting, and system integrations.
• Translate enterprise budgeting, forecasting, long-range planning, and management reporting requirements into scalable system and process solutions.
• Lead the establishment and ongoing operation of the Anaplan Center of Excellence, including governance, model standards, documentation, change management, access, testing, and release practices.
• Serve as finance product owner for Anaplan and maintain a strategic roadmap of system capabilities, enhancements, and process improvements.
• Establish consistent enterprise planning methodologies, business rules, assumptions, workflows, data definitions, and governance standards.
• Partner across Finance, IT, Accounting, business units, and implementation partners to resolve design decisions, integration issues, and business requirements.
• Establish data validation and reconciliation processes to ensure the completeness and accuracy of information flowing between Anaplan, S/4 HANA, and other enterprise systems.
• Identify opportunities to standardize and automate FP&A processes, reduce manual effort, improve controls, and increase the quality and timeliness of financial insights.
• Lead post-implementation system optimization, issue resolution, enhancement prioritization, and continuous improvement of the Anaplan environment.
• Identify and lead opportunities to incorporate AI, automation, and emerging technology into budgeting, forecasting, analysis, reporting, and decision-support processes.
• Drive user adoption through change leadership, training, documentation, communication, and development of finance system capabilities across the organization.
• Advise Finance leadership on technology capabilities, implementation risks, process improvement opportunities, and the longer-term FP&A technology roadmap.
• Perform all responsibilities in accordance with PSE's safety, ethical, internal control, and regulatory compliance requirements.

Minimum Qualifications

• Bachelor’s degree and 7+ years of experience, or an equivalent combination of education and/or experience
• Strong Data analytic, business process improvement, system trouble shooting skill
• Knowledge of accounting, budget and finance
• Experience in business case development for medium to large projects and leading and delivering projects under tight deadlines
• Has strong understanding of information systems, business processes, the key drivers and measures of success for the relevant business
• Ability to anticipate unique business decisions and situations and respond accordingly
• Demonstrated team leadership and facilitation techniques
• Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management
• Ability to work independently and in a team environment
• Ability to identify continuous improvement opportunities and takes initiative to drive solutions; works effectively without direct supervision in a fast paced, stressful and multitasking environment
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook and Vision

Desired Qualifications

• Demonstrated Anaplan experience, including model development, implementation, administration, or optimization in an enterprise planning environment; Anaplan certification preferred
• Experience supporting or leading a large-scale finance transformation, ERP implementation, or enterprise system migration, preferably involving SAP S/4 HANA
• Deep knowledge of enterprise FP&A processes, including budgeting, forecasting, long-range planning, financial reporting, variance analysis, and scenario modeling
• Experience translating complex Finance and FP&A requirements into scalable system solutions, processes, data requirements, and functional design
• Experience establishing or operating an Anaplan Center of Excellence or similar financial systems governance model, including standards, change management, documentation, access, and enhancement prioritization
• Experience with financial data structures, master data, system integrations, dimensionality, hierarchies, data validation, and reconciliation across enterprise financial systems
• Demonstrated experience leading cross-functional system implementations through requirements, design, testing, data validation, deployment, stabilization, and continuous improvement
• Experience driving change management, stakeholder engagement, training, and adoption associated with new financial systems and processes
• Ability to anticipate unique business decisions and situations and respond accordingly
• Knowledge of AI, automation, and emerging analytics technologies and their potential application to FP&A and financial decision support
• Master's degree in Finance, Accounting, Business Administration, Information Systems, or a related field preferred

Additional Information