Director, Finance Strategy and Transformation

Director, Finance Strategy and Transformation

Anaplan is the backbone of business planning for some of the world’s most influential companies, including Coca-Cola, Nvidia, J&J, and Macy’s. As the trusted platform with native AI capabilities, we empower thousands of organizations to connect their planning process across finance, workforce, supply chain and sales planning—driving more intelligent decisions faster. By partnering with Anaplan, businesses anticipate change, navigate complexity, and gain a competitive edge.

We’re solving the toughest challenges for teams focused on financial close and consolidation, planning and analysis, and performance management. We have always had world-class flexibility and user adoption, but now, with our out-of-the-box Finance Applications and embedded Anaplan Intelligence platform, we are delivering more value than ever, faster. Our solutions drive some of the world's largest companies, provide real-time insights, and enable smarter, data-driven decisions that optimize performance and improve decision-making.
As a Director, Finance Strategy and Transformation within Anaplan’s Finance Center of Excellence you will be trusted leader and subject matter expert at the forefront of this transformation, helping customers realize the full potential of Anaplan's Finance Applications. This is a unique opportunity for a leader with deep Finance expertise, compelling experience and relationships, and exceptional collaboration skills to shape the future of our Finance solutions.
This role combines deep functional and process expertise with outstanding communication and presentation skills, consultative selling, and ecosystem enablement to drive the sales of solutions that address key customer challenges while scaling knowledge across the broader Anaplan ecosystem.

Key Responsibilities

• Partner with Anaplan’s Product Management, Sales, Customer Success, and GTM Enablement Teams to ensure seamless integration of Finance Workforce Applications into Anaplan’s GTM motion by:

• Creating and delivering compelling sales plays, presentations, ROI insights and customer stories, and all supporting enablement content including training materials, evaluation, and testing, to empower partners and internal teams. Drive ecosystem enablement by developing scalable knowledge-sharing initiatives.
• Ensuring Finance Applications presentations and demonstrations are clearly aligned with prospect and customer requirements.
• Distilling your deep domain expertise and sales messaging into crisp, bite-sized tactics for the Sales Team.
• Performing ongoing functional and process education and enablement via formal and informal media, including market insights, use cases, top-of-mind subjects for customer discovery and discussion.
• Collaborating with the Competitive Intelligence Team to deliver competitive differentiation in Anaplan’s positioning and value proposition, updating battlecards, and providing win reports that drive useable insights and tactics.
• Serve as a process and functional expert, guiding prospects and customers on best practices for adopting Anaplan’s Finance Applications. Incorporate your knowledge of Anaplan’s portfolio of Applications to bring a complete Connected Planning vision perspective. Deliver actionable feedback from the field to the Product Team to improve our applications.
• Support the sales team in key and late-stage sales opportunities in selling Finance Applications.
• Partner with prospects, customers and/or partners to conduct discovery workshops, solution mapping, identifying strategic needs and aligning them to Anaplan’s new and existing Finance Applications.
• Act as a thought leader for prospects, customers and partners including representing Anaplan at key internal and external events. Participate in corporate marketing activities, including Market Analyst engagement, and complement by delivering your own functional and expert content via website blogs, webcasts, presentations and whitepapers, and social media.

Key Metrics

• Adoption and successful completion of enablement by Anaplan Teams.
• Number of presentations, demonstrations, and other supporting activities of Finance Applications.
• Value of sales that include Finance Applications.
• Evaluation and feedback from Sales, Solution Consulting and GTM Enablement.

Qualifications

• Demonstrable understanding of Anaplan’s platform and its application to solve complex business challenges.
• Deep domain knowledge of financial planning and analysis, the market of Finance performance management, planning and reporting solutions, required processes and best practices, and the key stakeholders and decision-makers – ideally including experience with Financial Close, Consolidation and Reporting.
• Understanding of product management, GTM operations and enablement.
• Proven experience in consultative selling or strategic advisory roles, preferably within SaaS or enterprise software, with the ability to ask the right questions, manage objections, and guide the sales journey.
• Excellent communication, facilitation, and knowledge-sharing skills, with a demonstrated exceptional ability in presenting compelling content, performing product demonstrations, leading workshops, and developing enablement programs.
• A results-driven mindset, able to collaborate across teams, with a focus on contributing deliverables of the highest possible quality and impact.

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