About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Senior Lead, Anaplan Solutions & Planning Platforms
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Job Description | Finance Technology
Position Summary
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We are" seeking "an experienced and highly motivated" Senior Lead, Anaplan Solutions & Planning Platforms "to lead the implementation, support, and strategic expansion of enterprise planning solutions across Finance. This role will own delivery outcomes across Anaplan Staff Planning, Forecasting, CCAR support, Income Statement planning, Data Hub architecture, integrations, UX reporting, and future planning modernization capabilities."
The ideal candidate is not only a strong Anaplan expert, but also a capability builder who can" establish "delivery discipline, mentor a team, strengthen governance, and translate business priorities into scalable, controlled, and user-friendly planning solutions."
Key Responsibilities
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1. Required Technical Skills & Experience
- Deep expertise in Anaplan solution architecture, model building, Data Hub design, ALM, UX development, and deployment management, with a proven ability to design scalable, high-performing enterprise planning solutions.
- Strong functional knowledge of FP&A, workforce planning, budgeting, forecasting, scenario modeling, and financial data management, with the ability to translate complex business requirements into actionable planning capabilities.
- Experience leading end-to-end implementation and enhancement of enterprise planning platforms, including requirements gathering, solution design, development, testing, deployment, governance, and production support.
- Proven ability to design and manage enterprise data integrations, leveraging APIs, SQL, and data analysis techniques to ensure data accuracy, integrity, and timely availability across planning ecosystems.
- Strong analytical, problem-solving, and troubleshooting skills with expertise in reporting, analytics, controls, access management, documentation, and regulatory compliance requirements.
- Advanced proficiency in Excel and financial modeling, complemented by experience working within Agile delivery frameworks and modern Software Development Lifecycle (SDLC) practices.
- Demonstrated ability to lead cross-functional teams, influence stakeholders, establish best practices, and drive continuous improvement initiatives that enhance planning efficiency, data quality, and business outcomes.
2. Leadership & Team Development
- Build, mentor, and lead a high-performing Anaplan delivery team comprising "model builders, analysts, engineers, and solution SMEs."
- Establish clear ways of working across backlog management, sprint execution, release planning, quality reviews, documentation, and production support.
- Coach team members on Anaplan best practices, model design, data management, performance optimization, and business engagement.
- Create a sustainable capability model with role clarity, cross-training, succession planning, and measurable skill maturity.
3 . Strategy, Roadmap & Stakeholder Management
- Partner with Finance, FP&A, HR, Risk, Corporate Functions, and Technology stakeholders to define priorities, business outcomes, and delivery roadmap.
- Translate business needs into scalable Anaplan solutions that improve forecasting, workforce planning, scenario analysis, expense planning, and management reporting.
- Act as a trusted advisor to senior stakeholders by providing "clear options, risks, dependencies, trade-offs, and recommendations."
- Lead prioritization forums and drive alignment across business value, regulatory needs, capacity, and technical feasibility.
3. Solution Architecture & Delivery Ownership
- Own end-to-end design and delivery of enterprise Anaplan capabilities across Staff Planning, Forecasting, CCAR, Income Statement planning, cost center planning, and scenario modeling.
- Design scalable multi-model architectures using Data Hub, ALM, controlled data flows, modular design principles, and reusable planning components.
- Ensure models are performant, auditable, maintainable, secure, and aligned to Anaplan and enterprise technology standards