Job Description

Are you someone who has an interest in Financial Analysis and is looking to grow your career working in a globally diverse organization? As a member of Asset & Wealth Management (AWM) Finance & Business Management, you are an integral part of our efforts to strategically manage capital, lead growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

As an Anaplan Model Builder Financial Forecasting Associate within the Asset and Wealth Management Anaplan Center of Excellence, you will play a crucial role in our strategic capital management, growth and efficiency initiatives, financial reporting, and proactive risk management. You will spearhead implementations, establish standards and best practices, and utilize your comprehensive knowledge of the Anaplan platform to create forecasting and budgeting models. Your role is pivotal in the newly established Center of Excellence within the Asset and Wealth Management Organization, where you will collaborate across various functions to design and implement solutions for vital business processes on the Anaplan platform. Your profound understanding of Financial Planning & Budgeting processes will be indispensable to promote business process transformation.

Job responsibilities:

Define Anaplan Model and UX design and build standards for end-to-end solution architecture across the Anaplan platform Design Anaplan Data architecture and work with Finance Systems to streamline system and data integration. Provides technical direction and architectural guidance in the implementation of large-scale, Anaplan projects Configure Anaplan modules- Modules, list, dashboards, and other model setting to meet business requirements Monitor and maintain integrations to and from Anaplan and maintain data governance Leverage business process knowledge and expertise in Anaplan to drive business process transformation and collaborate with cross functional teams to develop models in Anaplan, converting business problems into technical solutions Lead Anaplan Design Council to oversee Anaplan implementations across functions, ensuring adherence to best practice and standards

Required qualifications, capabilities, and skills:

Bachelor’s Degree with minimum 2+ years of relevant hands-on Anaplan experience and minimum 2+ years of Business Intelligence experience L3 Certified in Anaplan Experience with Financial Planning and Modeling Knowledge of agile methodologies and the Software Development Life Cycle Ability to collaborate with global teams and work in a fast paced, results driven environment tackling complex problems Excellent multi-tasking, prioritization, presentation & communication skills

Preferred qualifications, capabilities, and skills: 

Solution Architect certified preferred Experience with SQL, Alteryx, Databricks and other BI tools is preferred  

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet