Chase · 22 hours ago
Anaplan Solution Delivery - Senior Associate
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorgan Chase is one of the oldest financial institutions, and they are seeking an Anaplan Solution Delivery - Senior Associate to join their Firmwide P&A Transformation and Innovation organization. In this role, you will collaborate with internal clients to design Anaplan solutions that enhance planning processes, manage requirements, and ensure user adoption.
BankingFinancial Services
Responsibilities
Build relationships with P&A clients as a trusted partner that understands their processes and pain-points
Document client use-cases and translate them into clear, written Anaplan model and UX specifications
Partner with Product Development to refine requirements, clarify edge cases, and align on release plans
Project manage solution implementations and feature updates, coordinating timelines and stakeholders
Maintain feed development efforts, maintain and prioritize backlogs of features and bug fixes in JIRA and the JPMC Feature Request Tool
Create intelligent test plans, execute functional testing, and coordinate user acceptance testing of Anaplan model and UX updates
Document test outcomes and traceability to requirements to ensure quality and compliance with acceptance criteria
Train P&A users on new products and features, sharing tips and best practices to drive adoption and proficiency
Support clients in implementing Anaplan solutions into business processes, including process re-engineering and continuous improvement
Troubleshoot data, logic, and UX issues; triage and escalate with Product Development teams as needed
Maintain solution documentation, playbooks, user guides, and videos; contribute to change management presentations, demos, and other communications
Qualification
Required
2 plus years of relevant experience with a bachelor's degree in business, finance, or data science; or 0.5 years with a master's degree
Excellent in-person, virtual, chat, email, and presentation communication skills with individuals and groups, adapting style to audience
Understanding of standard financial forecasting, planning, and budgeting processes across varied organizations
Strong relationship-building skills with P&A professionals; ability to understand and speak their language
Foundational project management skills: planning, scheduling, risk, resource and stakeholder management, performance monitoring
Ability to translate business use cases into clear, testable technical requirements for technology products
Test planning and execution skills to validate that tools implement specified calculations correctly
Ability to perform standard calculations and manipulations used in P&A budgeting and forecasting
Experience using the Anaplan platform as an end-user
Proficiency with Microsoft Office suite: Excel, PowerPoint, Teams, and Outlook
Preferred
2 plus years experience in Planning & Analysis
2 plus years in technology product management and/or business analyst type roles
2 plus years using data wrangling tools such as Alteryx or SQL for reconciliations and validations
Anaplan Level 1 Model Builder certification or higher and/or hands-on experience building Anaplan models
Strong skills with Atlassian JIRA, including building customized in-tool reporting
Knowledge of and experience with Agile development
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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