Sr. Manager, FP&A Systems - Anaplan

Job Description

Job Description

Position summary

The Sr. Manager, FP&A Systems owns Stax's Anaplan planning platform, the Anaplan data cube, and the FP&A systems roadmap. This role is hands on in the models and the data, and also sets priorities, manages external Anaplan resources, . The role is the primary point of contact for IT, BI, Accounting, Residuals, and business owners on planning systems, and is accountable for reliable financial data, consistent and explainable forecasts, accessible business reporting, and a steady reduction in manual effort across Finance.

Preferred location: Orlando or Atlanta

• Stax's planning stack includes Anaplan using CloudWorks, Classic Calculation Engine
• 7 models within 3 workspaces
• 400+ Modules with 100+ users
• Tech stack includes NetSuite, Redshift, and Snowflake

• Serve as the primary Anaplan administrator and subject matter lead, including model architecture, model controls, forecast versions, locked periods, user access, and release management.
• Build and maintain Anaplan models, dashboards, and reports across business units, including revenue drivers such as merchant growth, attrition, processing volume, pricing, subscriptions, and revenue share.
• Translate stakeholder requirements into model logic, planning processes, and user-facing reporting.
• Test model changes before release, and maintain standards for model design, documentation, and version history.
• Coordinate with IT, BI, and Anaplan on integrations, upgrades, enhancements, and access.
• Manage external Anaplan consultants and contractors, including scope, deliverables, timelines, and spend, and direct their work toward documentation, controls, and automation.

• Own the Anaplan data cube and the processes that consolidate merchant-level financial information from multiple source systems.
• Run and oversee data loads and consolidations, and validate completeness and accuracy before results are released.
• Reconcile reporting to the income statement, and investigate and resolve discrepancies.
• Establish and maintain controls over data loads, reconciliations, and reporting logic, with documented ownership and review steps.
• Maintain mapping and reporting logic across merchants, partners, brands, products, and business units.
• Assess how changes in source systems, billing, or business structure affect financial reporting and historical comparability, and communicate the impact to Finance leadership.
• Administer Anaplan user access, including provisioning, role assignment, and periodic user access reviews with documented evidence.
• Maintain segregation of duties across model building, data loads, and approval of changes to production models.
• Support internal and external audit requests related to planning systems, including change management and access review evidence.

• Own the Anaplan components of the annual operating plan and recurring forecast cycles, including the calendar, version control, and readiness of the models.
• Execute forecast cycles hands-on, including rolling actuals forward and updating assumptions.
• Maintain revenue forecasting methodologies across Direct, Stax Connect, StaxBill, BlockChyp, and other supported businesses.
• Partner with business owners to review assumptions, validate inputs, and incorporate commercial changes.
• Produce variance and driver analysis that explains movement between versions and against actuals.
• Quantify the financial impact of pricing initiatives, new partnerships, customer changes, and alternative scenarios.
• Build documentation and cross-training so that critical systems knowledge is not concentrated in a single person.

• Set and prioritize the FP&A systems roadmap based on business impact, time savings, dependencies, and available capacity.
• Build and maintain automation for recurring data loads, reconciliations, and reports.
• Identify manual steps across Finance processes and implement practical improvements with Accounting, Residuals, BI, and IT.
• Evaluate opportunities to use automation and AI to improve efficiency and reporting accuracy.

• Own Anaplan training, office hours, documentation, and ongoing user support.
• Help stakeholders interpret reporting, use planning tools, and understand forecast assumptions.
• Communicate material data limitations, model changes, and their financial implications.

Competitive base pay: $100,000 to $160,000/year

Flexible M-F hours

Full comprehensive benefits including Open PTO

• Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, or a related field, or equivalent experience.
• 7+ years of experience in FP&A, financial systems, or planning systems, owning a platform end to end.
• 3+ years of hands-on expertise with Anaplan, including model building and administration; experience owning a workspace or platform. Anaplan certification is strongly
• Strong command of financial statements and of reconciling operational and merchant-level data to the income statement.
• Experience owning budgeting, rolling forecast, and scenario analysis processes.
• Experience integrating and validating data across multiple source systems. SQL or comparable data tooling experience is preferred. Scripting experience such as Python is a plus.
• Advanced Excel skills.
• Experience managing vendors or consultants on systems projects.
• Strong written and verbal communication skills, including the ability to explain technical constraints and data limitations to executives.
• Payments, fintech, or transaction-based business experience is preferred.

• Financial data that is complete, reconciled, and trusted.
• Forecast cycles that run on schedule with explainable assumptions and controlled versions.
• Anaplan knowledge and documentation held across the team
• Measurable reduction in manual effort across Finance year over year.