FP&A, close and treasury

10 Anaplan experts

Anaplan model builders, center of excellence leads and FP&A systems managers who own Anaplan in-house at companies such as Autodesk, Mars, JLR, Nubank, New York Life and Unum. Their rows cover building and governing planning models, standing up internal CoEs and supporting large user bases, so they can explain how an in-house team builds, governs and scales Anaplan.

10 professionals10 companiesData retrieved September 28, 2026

Professionals to explore

01—10
  1. Alice Reis

    LinkedIn

    Experience: FP&A Manager - Anaplan CoE · Nubank

    FP&A Manager - Anaplan CoE at Nubank since September 2023, where her profile says she leads the Anaplan Center of Excellence and oversees global financial planning systems, SOX compliance and system governance. Before Nubank she spent six years in FP&A and finance systems at Alcoa, including Functional Consultant for global Hyperion and Anaplan planning (2019–2021) and Global Planning Manager (2021–2023).

  2. Anjali Chhajed

    LinkedIn

    Experience: Anaplan COE Lead Enterprise Planning & FP&A Systems · Roku

    Anaplan COE Lead for Enterprise Planning & FP&A Systems at Roku since June 2026. Before that she was Head of Anaplan COE Strategist at MassMutual (2023–2025), where her profile says she moved the platform to an in-house Center of Excellence, reducing dependency on consultants. Earlier she worked on finance platforms at Coinbase as Sr. Process Engineer and then Solutions Lead (2020–2023).

  3. Chris Cummings

    LinkedIn

    Experience: Anaplan Lead · Miller Homes Ltd

    Anaplan Lead at Miller Homes since February 2026, where his profile says he shapes the platform's architecture, governance and roadmap to support budgeting, forecasting and long-range planning. He was previously an Anaplan Analyst at Miller Homes (2023–2024) and then Anaplan Model Builder and Senior Program Manager at Virgin Media O2 (2024–2026).

  4. Denise Afable - Delker

    LinkedIn

    Experience: Lead FP&A Applications Manager (Anaplan) · Coupa

    Lead FP&A Applications Manager (Anaplan) at Coupa since July 2025. Before that she spent six years at Pluralsight, moving from Financial Analyst (2019) to Anaplan Model Builder (2019–2023), Sr. Anaplan Model Builder (2023–2024) and Anaplan Manager (2024–2025), where her profile says she optimized Anaplan models supporting about 700 users across sales, success and finance teams.

  5. Hayli Hay

    LinkedIn

    Experience: Director, Anaplan Forecast & Planning · Autodesk

    Director, Anaplan Forecast & Planning at Autodesk since December 2022, where her profile says she sets the vision and connected planning technology strategy using Anaplan. She was previously Senior Program Manager, Anaplan Forecast & Planning - Finance (2020–2021) and Senior Manager, Anaplan Finance Forecast & Planning (2021–2022) at Autodesk, the latter a role her profile describes as coaching and developing teams of FinTech experts.

  6. James Kelly

    LinkedIn

    Experience: Corporate Vice President, Anaplan Center of Excellence · New York Life

    Corporate Vice President, Anaplan Center of Excellence at New York Life since September 2022, after actuarial and risk roles at the company since 2012. His profile says he has designed and delivered six production Anaplan models over four years, five of them within a $800B+ asset management platform, including a commercial real estate debt model covering commercial mortgage loans and CMBS.

  7. Kevin Jue

    LinkedIn

    Experience: Senior Manager - FP&A Systems - Anaplan · StockX

    Senior Manager - FP&A Systems - Anaplan at StockX since March 2025, after serving as Finance Systems Manager - Anaplan at StockX from 2021 to 2025. Before StockX he was Architect - Planning and Analysis Anaplan at Pandora (2020–2021), following senior business analyst and business manager roles there (2018–2020).

  8. Matt Craigge

    LinkedIn

    Experience: Anaplan Center Of Excellence - Finance Technology · Unum

    Part of the Anaplan Center Of Excellence in Finance Technology at Unum since July 2024, where his profile describes him as the go-to Anaplan builder working with a small team, including building out an enterprise-wide employee staffing model. He has been at Unum since 2001 in financial planning and analysis, expense management, budgeting and expense allocations, and expense modeling and analytics (2021–2024).

  9. Matthew Dickerson

    LinkedIn

    Experience: Head of Anaplan CoE · JLR

    Head of Anaplan CoE at JLR since June 2023, responsible, according to his profile, for developing and connecting the company's planning tools across commercial and the wider enterprise. He was previously Planning Systems Manager at Jaguar Land Rover (2019–2023) and Senior SPRINT Analyst at JLR (2017–2019), after business analyst and business development roles at Steelwedge (2013–2017).

  10. Matthew Wysocki

    LinkedIn

    Experience: Anaplan Senior Architect · Mars

    Anaplan Architect at Mars since October 2022 and Anaplan Senior Architect since March 2024. His profile says he built an Anaplan Center of Excellence of internal and external model builders, data engineers and data scientists, and connected and stabilized the corporate FP&A Anaplan ecosystem. Earlier he was a Plan Modernization Analyst and then System Architect at The Coca-Cola Company (2019–2022).

Choose the right perspective

If you are deciding whether to bring Anaplan in-house, start with the people who built or lead a center of excellence. For hands-on model design or performance questions, pick a model builder or architect whose note describes specific models or user counts. For planning beyond FP&A, such as commercial or asset management models, look for rows that name those areas.

Questions to take into the conversation

  1. 01How is your Anaplan center of excellence staffed and split between internal model builders and partners, and what made you change that mix?
  2. 02How do you structure the data hub and model architecture to keep performance acceptable as users and models grow?
  3. 03What governance do you use for model changes, testing and releases, and how do you handle controls such as SOX?

About this directory

This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.

Request a correction or removal

Other perspectives in FP&A, close and treasury