Manager, Financial Planning & Analysis - Anaplan

The Jackson National Life Insurance Company; Lansing (MI); On-site; USD 120,000 - 160,000; Full time

Job summary

The Jackson National Life Insurance Company is seeking a Manager, Financial Planning & Analysis – Anaplan to lead the design, strategy, and roadmap of Anaplan applications. You will partner with the AVP and collaborate with actuarial, ALM, Controllership, Treasury, JET, and other FP&A teams to evolve planning capabilities.

Responsibilities include sprint planning, defining acceptance criteria, prioritizing requirements, coordinating releases, and mentoring analysts.

Qualifications

• Bachelor's degree required in a relevant field.
• 5+ years Anaplan experience required.
• 7+ years Corporate Finance experience preferred.
• 5+ years PowerBI experience or other visualization tools preferred.
• 1+ years of management experience preferred.
• Insurance/financial services industry experience preferred.
• Anaplan Model Builder certification required.
• Anaplan Model Builder certification preferred.

Responsibilities

• Manages and supports analysts through sprint planning, prioritization, and day-to-day execution.
• Defines the product vision and strategy and maintains the roadmap for Anaplan apps.
• Gathers and prioritizes stakeholder and business requirements.
• Coordinates development timelines, dependencies, and release schedules.
• Monitors progress and reviews deliverables to align with goals.
• Mentors and guides team members to foster accountability and collaboration.
• Supports integration strategies between Anaplan and Oracle and other systems.
• Drives forecast process improvements and reporting automation.

Skills

Anaplan experience

Leadership

Forecasting

PowerBI

Education

Bachelor's Degree

Anaplan Model Builder certification

Tools

Anaplan

PowerBI

Job description

Job Purpose The Manager, Financial Planning & Analysis – Anaplan is responsible for product design, strategy, roadmap, development, maintenance and enhancement of Anaplan business applications. Partnering with the AVP, Financial Planning & Analysis, this role works closely with Actuarial, ALM, Controllership, Treasury, JET, Investment Accounting, Risk, PPM and Institutional teams. This role leads the forecast and planning technology architecture initiatives, with a focus to evolve and strengthen planning processes and capabilities.

Essential Responsibilities

• Manages and supports analysts through sprint planning, prioritization, and day-to-day execution.
• Provides clear direction, acceptance criteria, and feature requirements to the analyst.
• Coordinates development timelines, dependencies, and release schedules.
• Monitors progress and review deliverables to ensure alignment with product goals and user expectations.
• Mentors and guides team members while fostering accountability and collaboration.
• Defines the product vision and strategy aligned with the business’ goals.
• Gathers and prioritizes stakeholder and business requirements.
• Creates and maintains a product roadmap and enhancement backlog.
• Manages product development timelines and releases.
• Supports integration strategies between Anaplan and enterprise systems such as Oracle.
• Monitors platform adoption, user support, training, and continuous improvement efforts.
• Supports forecast process, including partnership with other departments involved in the forecast and implementation of new capabilities.
• Maintains and enhances corporate-level modeling (debt, shares, shareholder distributions, etc.).
• Manages the enterprise business plan consolidation model and tools, including model documentation, testing, quarterly maintenance and rollover processes as well as model enhancements.
• Seeks out and develops additional Anaplan capabilities supporting downstream processes including actuarial and business process with a goal to enhance overall timeliness and controls.
• Supports growth opportunities and facilitates cross-business unit initiatives impacting the forecast and planning architecture.
• Partners with other members of FP&A and business partners to further automate management reporting and analytics capabilities.
• Perform ad-hoc research and analysis.

Other Duties

• Supports various special projects as required.
• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

Experience or knowledge with designing, developing, and implementing applications using Anaplan framework. Experience or knowledge with designing, developing, and implementing end user solutions using PowerBI. Experience with financial statement analysis and an understanding of corporate finance concepts and processes. Experience managing or demonstrated aptitude to manage a team, preferably in finance. Deep analytical and modeling skills with broad relevant experience. Ability to effectively navigate and drive projects in a complex corporate environment. Comfortable presenting to and interacting at all levels of the organization. Excellent written and verbal communication skills. Strong project management skills and ability to effectively manage multiple concurrent projects. Ability to build collaborative relationships with stakeholders from various backgrounds and influence consistently without authority. Strong PC skills including advanced proficiency in Microsoft Excel and PowerPoint.

Qualifications

• Bachelor's Degree required.
• 5+ years Anaplan experience required.
• 7+ years of Corporate Finance experience preferred.
• 5+ years PowerBI experience or other visualization tools preferred.
• 1+ years of management experience preferred.
• Insurance/financial services industry experience preferred.
• Anaplan Model Builder certification required.
• Anaplan Model Builder certification preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

• Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

To learn more about Jackson's financial strength and results, visit jackson.com.