Anaplan Solution Delivery - Senior Associate

Testing Site - JPMC; Plano (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase's Firmwide P&A Transformation and Innovation organization seeks an Anaplan Solution Delivery Analyst to translate complex planning needs into scalable Anaplan solutions and ensure delivery quality.

You will collaborate with Planning & Analysis clients, product development, and stakeholders to manage requirements, testing, training, and implementation, with ownership and opportunity to influence firmwide planning processes.

Qualifications

• Bachelor’s degree in business, finance, or data science required.
• Strong communication across in-person, virtual, chat, email, and presentations; adaptable to audience.
• Understanding of standard financial forecasting, planning, and budgeting processes.
• Strong relationship-building with P&A professionals; ability to speak their language.
• Foundational project management: planning, scheduling, risk, resources and stakeholders.
• Translate business use cases into testable technical requirements for technology products.
• Test planning and execution to validate calculations in tools.
• Experience using the Anaplan platform as an end-user.
• Proficiency with Excel, PowerPoint, Teams, and Outlook.

Responsibilities

• Build relationships with P&A clients as a trusted partner that understands their processes.
• Document client use-cases and translate them into Anaplan model and UX specifications.
• Partner with Product Development to refine requirements and align on release plans.
• Project manage solution implementations and feature updates, coordinating timelines and stakeholders.
• Maintain feed development efforts and prioritize backlogs in JIRA and the JPMC tool.
• Create intelligent test plans, execute testing, and coordinate user acceptance testing.
• Document test outcomes and traceability to requirements for quality/compliance.
• Train P&A users on new products and features to drive adoption.
• Support clients in implementing Anaplan solutions into business processes and continuous improvement.
• Troubleshoot data, logic, and UX issues; triage with Product Development as needed.
• Maintain solution documentation, playbooks, user guides, and communications.

Skills

Communication skills

Forecasting & budgeting

Relationship building

Project management

Requirements translation

Test planning

Anaplan experience (end-user)

Excel

PowerPoint

Teams / Outlook

Education

Bachelor's degree in business/finance/data science

Master's degree (optional)

Tools

Anaplan

JIRA

Alteryx

SQL

Excel

Job description

Join JPMorgan Chase’s Firmwide P&A Transformation and Innovation organization and help shape the future of planning and analysis. In this exciting role, you’ll translate complex planning processes into scalable Anaplan solutions that improve quality and efficiency. You will partner closely with P&A teams, product development, and stakeholders to drive adoption, deliver value, and continuously enhance our capabilities. Grow your expertise in enterprise planning technology while making a tangible impact across the firm!

Job Summary

As an Anaplan Solution Delivery Analyst in the Anaplan Solution Delivery team within the Firmwide P&A Transformation and Innovation organization, you will collaborate with internal clients across the Planning & Analysis community to turn their planning needs into well-designed Anaplan solutions. You’ll manage requirements, testing, training, and implementation to ensure high-quality delivery and strong user adoption. This is an individual contributor role that offers significant exposure, ownership, and opportunities to influence firmwide planning processes.

Job 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 elevate with Product Development teams as needed.
• Maintain solution documentation, playbooks, user guides, and videos; contribute to change management presentations, demos, and other communications.

Required Qualifications, Capabilities, and Skills

• 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 Qualifications, Capabilities, and Skills

• 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.

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment‑based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).