Location: Plano, TX, United States

Organization Description

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.​

Employer Description

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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 Vice President within the Asset and Wealth Management Anaplan Center of Excellence, you will utilize your comprehensive knowledge of the Anaplan platform to create forecasting and budgeting models and establish standards and best practices. Your role is pivotal in the established Center of Excellence 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