Anaplan Model Builder – Associate at Chase · 545…

Summary: Chase is a leading financial institution that offers innovative financial solutions. They are seeking an Anaplan Model Builder – Associate to join their Planning & Analysis team, where the role involves developing user-friendly models on the Anaplan platform and collaborating with various stakeholders to ensure effective data management and model delivery. Responsibilities: - Support end-to-end model delivery: translate user stories into modules, lists, line items, and UX pages, and help configure actions, imports/exports, and basic automations - Build high-quality models: follow platform best practices for sparsity, dimensionality, and performance; contribute to versioning, testing, and documentation - Create user-centric experiences: help design intuitive UX pages, conduct demos, capture feedback, and iterate to improve usability and adoption - Partner across teams: collaborate with P&A stakeholders, data product teams, technology, and risk/compliance partners to ensure accurate, controlled data flows - Assist with integrations: set up and troubleshoot data imports, mappings, and basic transformation logic; escalate complex integration issues to senior team members - Contribute to Agile delivery: participate in backlog grooming, write/clarify user stories and acceptance criteria, and deliver increments in sprints - Uphold controls and quality: adhere to firmwide SDLC, access controls, peer reviews, and change management processes; maintain clear model and process documentation - Continuous learning: actively pursue platform certifications, learn adjacent tools and data concepts, and contribute ideas that improve model reliability and team efficiency Required Qualifications: - 0–2 years of experience building or maintaining Enterprise Performance Management systems such as Anaplan, Oracle Planning, Pigment, Workday Adaptive Planning, IBM Planning Analytics, or similar tools - Basic proficiency with core Anaplan concepts (lists, modules, line items, hierarchies, formulas, time versions, UX pages, actions/imports) and an understanding of model performance fundamentals - Strong analytical and problem-solving skills with attention to detail; ability to translate functional requirements into structured model designs with guidance - Clear written and verbal communication skills; ability to prepare simple demos and documentation using MS Office and present to peers and business partners - Team-oriented, proactive, and organized; comfortable working in a fast-paced, results-driven environment and within Agile teams (Scrum/Kanban) Preferred Qualifications: - Exposure to the P&A function (close, budgets, forecasts) and familiarity with financial planning concepts - Experience with data and analytics tools (e.g., SQL, Python, Alteryx, Databricks) or ETL/scheduling tools; understanding of data quality and reconciliation basics - Experience with Anaplan integrations (APIs, connectors) at a foundational level, or willingness to learn - Anaplan Level 2 Model Builder certification; progress toward Level 3 is advantageous Required Skills: Anaplan, Enterprise Performance Management Important Skills: SQL, Python, Anaplan Level 2 Certification Nice-to-Have Skills: Analytical skills Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching