Building Anaplan COE readiness and scaling FinOps for a global alternative asset management GCC

Problem Statement

The client is a global alternative asset management firm with US$1 trillion in AUM and 250,000 employees globally. Polestar Analytics supports the GCC across FinOps and Anaplan model building, helping strengthen investor reporting, regulatory documentation, model optimization, and future Anaplan COE readiness.

Key Challenges

• High-regulation environment with strict approval and data privacy requirements.
• Financial statements needed accurate review before investor and regulator submission.
• Investor reporting, fees, capital calls, and distributions required specialist finance support.
• Only one global Anaplan resource supported the Infrastructure team.
• Growing Anaplan change backlog created support and scalability gaps.
• Excel-led capital call and distribution tracking limited automation and visibility.

Solution Implemented

• FinOps Support: Reviewed financial statements and supported investor and regulatory reporting.
• GAAP Expertise: Applied US GAAP and UK GAAP standards with minimal ramp-up.
• Investor Reporting: Prepared confirmation documents, management fee calculations, carried interest, capital call, and distribution-related reports.
• Anaplan COE Foundation: Embedded India’s first Anaplan resource for the Infrastructure team.
• Model Optimization: Cleared backlog, improved existing models, and applied Anaplan best practices.
• Capital Call & Distribution Automation: Started replacing Excel-based tracking with automated Anaplan workflows.