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

North America

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 ability to
    exercise mature judgment
  • Subject matter expertise in planning and modeling in Private Equity,
    Real Estate, Financial Services or Sales Compensation
  • Understanding of the other tools, processes and applications used by
    Private Equity, Real Estate, and Financial Services firms and their
    clients
  • 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 $100,000 – $140,000 USD for US-based hires and $120,000 – $160,000 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. 

 

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