Anaplan Architecture Manager

Introduction

Over its life, Saltus has grown at approximately 40% per annum, doubling its Assets Under Management (AuM) every two years. Today we are at over £11bn AUM and have an M&A pipeline to grow to £20bn over the next three years. As part of our expansion, we are actively recruiting across the Saltus Finance team to ensure that we can continue to meet the needs of the growing business, both in terms of revenues and complexity.

This role is a fantastic opportunity for an experienced Anaplan Solutions Architect to join the newly created FP&A team and shape the future forecasting, scenario analysis and MI across the business.

Reporting to the Director of FP&A, we are looking for an experienced Anaplan Model Builder who has worked as a Senior Solutions Architect with demonstrable experience building and developing complex Anaplan models and reporting in the latest Polaris environment.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.  We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, with a number of offices in the South of England including London, Whiteley, and Farnham, and in the West Country in Bath and Bristol, and South Wales.  We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Can you tell me more about the role?

You’ll work alongside the Director of FP&A and the wider Finance Team to:

• Work alongside external consultants initially to take ownership of the newly built Anaplan IFP application
• Review work done to date, suggest refinements and outline a plan to complete the FP&A planning and reporting solution
• Work with IT and other stakeholders to integrate with source systems where appropriate
• Work with the FP&A team to develop a suite of best-in-class reporting and KPIs for senior internal stakeholders as well as shareholders, providing insights to drive value creation
• Promote Anaplan as the tool of choice for forecasting, scenario analysis and reporting across the business
• Work with stakeholders across the business to prepare use cases for to utilise Anaplan more broadly outside of FP&A, for example M&A deal modelling
• Promote best practices for Anaplan modelling, maintain drivers and assumptions, and take responsibility for security and version control
• Develop model documentation, process notes and deliver training to users

What skills and experience do I need to have?

We think that the best candidate for this role will have:

• Proven track record in a Senior Solutions Architect or similar role either in consultancy or in a financial services business
• Experience building best in class Anaplan models using Polaris
• Understanding of the financial services sector and FP&A processes including budgeting, forecasting and reporting
• Ability to embed themselves in the business, understand the needs of stakeholders and translate them into intuitive solutions within Anaplan
• Anaplan certification (Model Builder or higher)
• Energy and passion with the drive to create processes and tools from scratch
• Excellent interpersonal, verbal, and written communication skills with strong attention to detail
• The ability to take ownership and responsibility for tasks and projects, working autonomously but knowing when to ask for help
• A willingness and flexibility to travel to office sites as required

Where will I be working?

We’re incredibly flexible about where, when, and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We’d target three days each week in an office, the remainder of the week from home.  Ideally, you’d be based out of the Southampton (Whiteley) office, co-located with the rest of the Saltus finance team. We’d ask you to work one day from the Southampton office on a day when the rest of the finance team are also in the office and another two days in an office if your choice at one of our offices across the UK.

We have locations across the South and in the West Country, all of which are available to work from.  We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it.

What benefits do I get when working for Saltus?

28 days’ holiday (plus bank holidays and your birthday), study assistance, life assurance, income protection and a pension, alongside access to our flexible benefits platform.

Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500 people (post M&A). We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you.