Analyst, ANAPLAN FP&A Model Builder (remote consideration)

Lincoln Financial GroupRadnor, PA
300d$69,000 - $124,600Remote

About The Position

The Business Analytics team is responsible for shaping how the department interacts with data to gain insight into our financials and make data-driven decisions. As an Analyst, Anaplan Model Builder, you will play a meaningful role in developing our next-generation planning process through Anaplan. You will be responsible for designing, building, and maintaining Anaplan models to support various business functions. You will work closely with business stakeholders to understand their needs and translate them into Anaplan models. In this role, you will have the opportunity to work on high-impact projects that improve enterprise planning and decision-making. As part of the Anaplan Center of Excellence (CoE), you will contribute to maintaining model integrity, implementing best practices, and driving the successful adoption of Anaplan across the organization.

Requirements

  • Anaplan Certifies Model Builder certified or equivalent training completed.
  • 2-5+ years of experience working as a model builder in Anaplan or another EPM tool.
  • An analytical and curious mindset with problem-solving skills and great attention to detail.
  • Confident, comfortable communicator with strong written and verbal communication skills.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Ability to use sound judgment and discretion regarding confidential information.

Nice To Haves

  • Anaplan Solution Architect certified.
  • Proficiency in SQL and Python for data analysis, automation, and integration.
  • Familiarity with QuickSight, Power BI or other Business Intelligence software.
  • Background in insurance domain in particular individual life insurance, annuities, group insurance, and/or retirement planning.
  • Familiarity with Agile development methodologies.

Responsibilities

  • Build and evaluate business requirements and consult with stakeholders to ensure model design reflects business needs.
  • Gain an understanding of insurance concepts and terminology in particular individual life insurance, annuities, group insurance, and/or retirement planning.
  • Design, build, and maintain functionality and solutions in Anaplan that are in line with best practices.
  • Configure and maintain Anaplan lists, modules, pages, actions, and other model settings to meet business needs.
  • Continuously monitor and optimize Anaplan models for performance.
  • Develop and maintain strong documentation on assumptions, models, and processes for end users and other model builders.
  • Contribute to the continued growth and success of the established Anaplan Center of Excellence by providing training, support to end-users, and promoting the adoption and proficiency of Anaplan across the organization.
  • Provide subject matter expertise on best practices using Anaplan while maintaining knowledge of current and emerging trends of the ecosystem.

Benefits

  • Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
  • Leadership development and virtual training opportunities.
  • PTO/parental leave.
  • Competitive 401K and employee benefits.
  • Free financial counseling, health coaching and employee assistance program.
  • Tuition assistance program.
  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.
  • Effective productivity/technology tools and training.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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