Anaplan Solutions Lead for Private Capital Admin

Northern Trust

Chicago (IL)

Hybrid

USD 75,000 - 127,000

Full time

4 days ago
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Benefits offered by this job

401k and pension
Health insurance
Dental and vision
Paid time off
Parental leave
Disability insurance

Job summary

Northern Trust is seeking an Anaplan Solutions Analyst for its Private Capital Administration team in the U.S. This role focuses on designing, building, and maintaining Anaplan models for complex fee calculations, waterfalls, and client reporting.

You will partner with accounting, operations, and client service to deliver scalable solutions. The role requires Anaplan experience, strong financial modeling skills, and the ability to translate business needs into technical design.

Qualifications

  • Bachelor's degree in Finance, Accounting, Information Systems, Business, Economics required.
  • Experience designing, building, or supporting Anaplan solutions.
  • Strong understanding of financial modeling, data structures, and systems workflows.
  • Experience gathering business requirements and translating them into technical solutions.
  • Advanced analytical and problem-solving skills.

Responsibilities

  • Serve as the primary Anaplan subject matter expert for the Private Capital Administration business.
  • Design, build, enhance, and maintain Anaplan models supporting management fee calculations, performance fee calculations, and fund waterfall structures.
  • Translate business requirements into scalable Anaplan solutions and system enhancements.
  • Partner with fund accounting, operations, and client servicing teams to automate and optimize complex processes.
  • Support onboarding of new clients with unique fee arrangements, waterfall structures, and reporting requirements.
  • Ensure model integrity through testing, validation, documentation, and ongoing governance.
  • Troubleshoot model issues, perform root cause analysis, and implement sustainable solutions.
  • Identify opportunities to reduce manual processes and improve operational efficiency.
  • Act as a liaison between business stakeholders, technology teams, and external consultants when required.
  • Provide training and support to end users leveraging Anaplan across the PCA organization.

Skills

Anaplan experience
Financial modeling
Data structures
Requirements gathering
Stakeholder management

Education

Bachelor's degree in Finance, Accounting, Information Systems, Business, Economics

Tools

Anaplan

Job description

Northern Trust is seeking an Anaplan Solutions Analyst for its Private Capital Administration team in the U.S. This role focuses on designing, building, and maintaining Anaplan models for complex fee calculations, waterfalls, and client reporting.

You will partner with accounting, operations, and client service to deliver scalable solutions. The role requires Anaplan experience, strong financial modeling skills, and the ability to translate business needs into technical design.

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