Principal Solution Consultant (Financial Planning & Analysis

About the role

This role advances enterprise strategic deals within the BFSI sector by leveraging deep EPM and AI expertise. The role translates complex platform capabilities into measurable business outcomes for clients within the Australia Presales team in Sydney or Melbourne. You will own the technical and solution narrative that positions Anaplan as the definitive platform for enterprise planning within the financial services industry. The work requires you to act as a trusted advisor, connecting intricate platform features to the strategic objectives of large enterprises. You will partner closely with Account Executives to de-risk and shape deals through demonstrable value and architectural clarity. Success in this position is defined by your ability to turn ambiguous business problems into structured, technology-enabled opportunities. You will be instrumental in moving conversations from theoretical discussions to signed enterprise agreements. Your contributions will directly influence the revenue pipeline and the strategic perception of Anaplan in a critical market.

Key facts

What you'll do

Analyze complex client business challenges to advance enterprise strategic deals and position EPM solutions as critical enablers for strategic objectives and measurable ROI in partnership with Account Executives.

Craft function-specific solutions, demos, and messaging that address industry-specific needs and support a consultative selling approach tailored to executive stakeholders.

Solve prospect problems by building Proof of Concept models that are tailored to demonstrate how Anaplan EPM and AI capabilities meet defined requirements and validate hypotheses.

Translate intricate platform capabilities into clear, quantifiable business outcomes that justify investment and justify the total cost of ownership for decision-makers.

Establish credibility and trust through deep expertise in planning, forecasting, and analysis workflows within the BFSI context.

Champion a consultative selling methodology that prioritizes active listening to customer needs and the joint shaping of a shared vision for the solution.

Demonstrate live modeling scenarios and AI-driven insights to illustrate performance management capabilities and the transformative power of connected planning.

Collaborate internally with product specialists and delivery teams to ensure solution feasibility, risk management, and post-sale implementation success.

Maintain a sharp focus on enterprise-level strategic deals, ensuring that the value proposition aligns with board-level priorities and digital transformation roadmaps.

Continuously refine the solution narrative based on feedback from client interactions and evolving market demands within the financial services sector.

Drive the creation of reusable assets and playbooks that elevate the capability of the broader presales and sales organization.

Requirements

The posting states a minimum of 10 years of experience in relevant fields.

Possess a Bachelor's degree or equivalent qualification such as an MBA, PG Diploma, B. Eng, BSc, Bcom, or CA.

Bring prior experience in Financial Planning & Analysis (FP&A) to this role, as it is a mandatory requirement.

Have prior experience with planning tools such as Anaplan, SAP SAC/BPC, Oracle EPM/Hyperion, OneStream, or TM1, which is essential.

An aptitude for quickly ramping up on new technology is necessary to keep pace with evolving EPM and AI solutions and remain competitive.

Excellent presentation, client relationship, and interpersonal skills are required for both internal and external stakeholders at all levels.

Demonstrate the ability to manage multiple priorities and deadlines in a fast-paced, enterprise sales environment without compromising quality.

Show a commitment to ethical selling practices and compliance with professional standards in all client engagements.

Nice to have

Growth mentality and comfort with challenging established ways of working are valued and encouraged.

A consultative selling approach is applied by listening to customer needs and shaping a shared vision for solutions that drive adoption.

Practical notes

Candidate data is processed in line with privacy practices, including the use of automated tools for evaluation.

Typical interview steps

Interviews in this field typically test judgment, communication, and fit as much as technical skill. Be ready to describe a challenge you faced, what you did, and what you learned. Most companies value honest answers over polished ones. Whatever the role, preparation is visible. Reviewing the company's product, the job description, and your own past work before the conversation is the strongest step.