Anaplan Systems Analyst
Role Overview
Paylocity is looking for an Anaplan Systems Analyst to join our FP&A Finance Systems team. In this role you will design, build, and maintain Anaplan models that support our financial planning and reporting processes. You will report directly to the Senior Anaplan Architect and work closely with FP&A and Finance stakeholders to translate business requirements into scalable, well-structured model solutions.
This is a hands-on builder role — you will spend most of your time in the model, owning modules end to end from requirements through testing and deployment. The ideal candidate brings both technical Anaplan depth and enough FP&A fluency to work productively with Finance teams and understand the business context behind what they are building.
Key Skills for This Role
Full Job Posting
Position Overview
Paylocity is looking for an Anaplan Systems Analyst to join our FP&A Finance Systems team. In this role you will design, build, and maintain Anaplan models that support our financial planning and reporting processes. You will report directly to the Senior Anaplan Architect and work closely with FP&A and Finance stakeholders to translate business requirements into scalable, well-structured model solutions.
This is a hands-on builder role — you will spend most of your time in the model, owning modules end to end from requirements through testing and deployment. The ideal candidate brings both technical Anaplan depth and enough FP&A fluency to work productively with Finance teams and understand the business context behind what they are building.
Primary Responsibilities
- The below represents the primary duties of the position, others may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Build and maintain Anaplan models across financial planning use cases including revenue, expense, headcount, and ASC 606 amortization
- Partner directly with FP&A teams to gather requirements, understand planning workflows, and deliver solutions that fit how Finance works
- Translate business requirements into well-structured Anaplan modules, line items, lists, and formulas
- Work with the Senior Architect to implement model design best practices including time dimensions, version structures, and calculation hierarchies
- Support integrations between Anaplan and Source systems including NetSuite, ensuring data flows accurately into and out of the model
- Troubleshoot formula errors, performance issues, and unexpected model behavior
- Manage model changes through Dev, QA, and production environments
- Support UAT with Finance stakeholders — help them understand what to test and why
- Document model logic, change history, and build decisions clearly for stakeholder and team reference
- Support onboarding of new versions and scenarios, including version property management and configuration
- Update and audit User Access permissions for end users
- Perform data auditing and validation with source systems
Education and Experience
2-4+ years of hands-on Anaplan model building experience with Anaplan Model Builder certification (L1, L2)
Experience working directly with FP&A teams or a background in FP&A — you understand how Finance teams plan, forecast, and report
Bachelor degree required
Proficiency in Anaplan formula writing including LOOKUP, OFFSET, RANKBY, conditional logic, and time-based calculations
Strong understanding of Anaplan model architecture — lists, modules, time dimensions, versions, and hierarchy structures
Familiarity with NetSuite or similar ERP systems, particularly as a data source for Anaplan models
Ability to read and extend existing model logic without breaking downstream dependencies
Strong communicator — comfortable working directly with Finance and non-technical stakeholders
Detail-oriented with a structured approach to testing and validation
Physical Requirements
- Ability to sit for extended periods (typically 7–8 hours per day).
- Ability to use a computer, phone systems, and multiple software applications simultaneously.
- Ability to create, edit, and present digital materials and documentation.
Nice to Haves
Experience with ASC 606 or similar revenue/cost capitalization and amortization models
Hands-on FP&A experience — financial modeling, variance analysis, or close processes
Experience building or maintaining integrations with Anaplan
Experience at a SaaS or subscription company
Who You'll Work With
You will report to the Senior Anaplan Architect and work closely with FP&A, Accounting, and Finance Operations teams. You will also collaborate with IT and data teams on system integrations and data governance.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The pay range for this position is $63,200 - $140,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers .
Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws.
At Paylocity, “We” is what makes us different. We are committed to fostering a culture that honors diverse opinions, perspectives, and backgrounds, knowing that each makes us stronger and collectively unbeatable together. We actively cultivate these differences as we engage each other in driving innovation in the software and services we provide our customers. Paylocity is an equal opportunity employer. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7427.
About Paylocity
Cloud-based payroll and human capital management software provider.
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