Senior Consultant - EPM (Anaplan)

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.

Responsibilities

• Conduct discovery sessions to understand client planning processes and identify challenges aligned to Anaplan’s capabilities.
• Design, configure, and implement Anaplan-based solutions for planning, budgeting, forecasting, and financial consolidation.
• Deliver compelling, tailored product demonstrations and facilitate solution workshops.
• Partner with sales, product, and customer success teams to support pre-sales engagements and ensure successful post-sale implementations.
• Lead strategic engagements for high-value accounts with complex financial reporting or multi-entity requirements.
• Develop client-facing deliverables including project plans, functional/technical specs, and polished presentations.
• Analyze financial and operational data to generate meaningful insights and recommendations.
• Lead and mentor consultants, ensuring knowledge transfer and professional development within the team.

Qualifications

• 3 - 5 years of consulting or digital transformation experience, ideally within financial services or private markets.
• Experience delivering or supporting Anaplan implementations
• Strong understanding of financial planning, reporting, and consolidation processes.
• Proven ability to lead client engagements and manage delivery teams.
• Excellent communication and presentation skills with a client-first mindset.
• Bachelor’s degree in Finance, Business, Accounting, or Technology-related field.
• Technical experience in data modeling and multi-dimensional planning environments is a plus.

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 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.