About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Senior Lead, Anaplan Solutions & Planning Platforms
Job Description | Finance Technology
Position Summary
We are seeking an experienced and highly motivated Senior Lead, Anaplan Solutions & Planning Platforms to lead the implementation, support, and strategic expansion of enterprise planning solutions across Finance. This role will own delivery outcomes across Anaplan Staff Planning, Forecasting, CCAR support, Income Statement planning, Data Hub architecture, integrations, UX reporting, and future planning modernization capabilities.
The ideal candidate is not only a strong Anaplan expert, but also a capability builder who can establish delivery discipline, mentor a team, strengthen governance, and translate business priorities into scalable, controlled, and user-friendly planning solutions.
Key Responsibilities
1. Required Technical Skills & Experience
Deep expertise in Anaplan solution architecture, model building, Data Hub design, ALM, UX development, and deployment management, with a proven ability to design scalable, high-performing enterprise planning solutions.
Strong functional knowledge of FP&A, workforce planning, budgeting, forecasting, scenario modeling, and financial data management, with the ability to translate complex business requirements into actionable planning capabilities.
Experience leading end-to-end implementation and enhancement of enterprise planning platforms, including requirements gathering, solution design, development, testing, deployment, governance, and production support.
Proven ability to design and manage enterprise data integrations, leveraging APIs, SQL, and data analysis techniques to ensure data accuracy, integrity, and timely availability across planning ecosystems.
Strong analytical, problem-solving, and troubleshooting skills with expertise in reporting, analytics, controls, access management, documentation, and regulatory compliance requirements.
Advanced proficiency in Excel and financial modeling, complemented by experience working within Agile delivery frameworks and modern Software Development Lifecycle (SDLC) practices.
Demonstrated ability to lead cross-functional teams, influence stakeholders, establish best practices, and drive continuous improvement initiatives that enhance planning efficiency, data quality, and business outcomes.
2. Leadership & Team Development
Build, mentor, and lead a high-performing Anaplan delivery team comprising model builders, analysts, engineers, and solution SMEs.
Establish clear ways of working across backlog management, sprint execution, release planning, quality reviews, documentation, and production support.
Coach team members on Anaplan best practices, model design, data management, performance optimization, and business engagement.
Create a sustainable capability model with role clarity, cross-training, succession planning, and measurable skill maturity.
3. Strategy, Roadmap & Stakeholder Management
Partner with Finance, FP&A, HR, Risk, Corporate Functions, and Technology stakeholders to define priorities, business outcomes, and delivery roadmap.
Translate business needs into scalable Anaplan solutions that improve forecasting, workforce planning, scenario analysis, expense planning, and management reporting.
Act as a trusted advisor to senior stakeholders by providing clear options, risks, dependencies, trade-offs, and recommendations.
Lead prioritization forums and drive alignment across business value, regulatory needs, capacity, and technical feasibility.
3. Solution Architecture & Delivery Ownership
Own end-to-end design and delivery of enterprise Anaplan capabilities across Staff Planning, Forecasting, CCAR, Income Statement planning, cost center planning, and scenario modeling.
Design scalable multi-model architectures using Data Hub, ALM, controlled data flows, modular design principles, and reusable planning components.
Ensure models are performant, auditable, maintainable, secure, and aligned to Anaplan and enterprise technology standards.
Oversee requirements, design, build, testing, UAT, deployment, documentation, and post-production stabilization.
4. Platform Operations, Controls & Data Quality
Strengthen production support, incident management, release governance, access controls, and operational risk management.
Establish data validation, reconciliation, completeness checks, and error-handling processes across inbound and outbound planning data.
Drive improvements in platform stability, data accuracy, business adoption, user experience, and planning cycle efficiency.
Maintain strong documentation for model architecture, data lineage, integrations, controls, release records, and support procedures.
5. Innovation & Continuous Improvement
Identify opportunities to simplify planning processes, automate manual activities, enhance reporting visibility, and improve self-service capability.
Evaluate and apply modern planning practices including predictive planning, advanced analytics, AI-enabled insights, and integration automation where appropriate.
Promote a culture of continuous improvement, operational precision, accountability, and business-value driven delivery.
Required Qualifications
Bachelor’s degree in Computer Science, Information Systems
10+ years of experience in enterprise planning, financial systems, EPM platforms, FP&A technology, or related finance technology domains.
8+ years of hands-on Anaplan implementation, model building, and solution architecture experience.
Proven experience leading enterprise-scale planning implementations from concept through production deployment.
Strong working knowledge of FP&A, forecasting, budgeting, workforce planning, management reporting, cost center planning, and financial data structures.
Anaplan Certified Solution Architect or Master Anaplanner credentials preferred.
Experience with Hyperion, Oracle EPM, OneStream, SAP BPC, Workday, Power BI, SQL, ETL tools, APIs, or enterprise data platforms is good to have
Experience in banking, financial services, regulatory planning, risk, CCAR, SOX-controlled environments, or large global enterprises.
Strong Agile delivery experience and familiarity with SDLC, DevOps, change management, and release governance.
Experience designing Data Hub architecture, integrations, validation routines, and controlled data flows.
Demonstrated experience building, mentoring, and leading technical teams.
Excellent executive communication, stakeholder management, analytical thinking, and problem-solving skills.
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Our Pune Office
The Northern Trust Pune office, established in 2016, is now home to over 3,000 employees. The office handles various functions, including Operations for Asset Servicing and Wealth Management, as well as delivering critical technology solutions that support business operations across the globe.
Our Pune team takes our commitment to service to heart. In 2024, they volunteered more than 10,000+ hours into the communities where they live and work. Learn more.
Skills Required
- Bachelor's degree in Computer Science or Information Systems
- 10+ years of experience in enterprise planning, financial systems, EPM platforms, FP&A technology, or related finance technology domains
- 8+ years of hands-on Anaplan implementation, model building, and solution architecture experience
- Experience leading enterprise-scale planning implementations from concept through production deployment
- Strong knowledge of FP&A, forecasting, budgeting, workforce planning, management reporting, cost center planning, and financial data structures
- Experience with Data Hub architecture, integrations, validation routines, and controlled data flows
- Experience designing and managing enterprise data integrations using APIs, SQL, and data analysis techniques
- Advanced proficiency in Excel and financial modeling
- Experience with Agile delivery frameworks, SDLC, DevOps, change management, and release governance
- Experience in banking, financial services, regulatory planning, risk, CCAR, SOX-controlled environments, or large global enterprises
- Experience building, mentoring, and leading technical teams
- Excellent executive communication, stakeholder management, analytical thinking, problem-solving, and troubleshooting skills
- Anaplan Certified Solution Architect or Master Anaplanner credential
- Experience with Hyperion, Oracle EPM, OneStream, SAP BPC, Workday, Power BI, SQL, ETL tools, APIs, or enterprise data platforms
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — A 401(k) with company match alongside an employer‑funded defined‑benefit pension is highlighted in employer‑verified materials and filings, setting the retirement package apart from many private employers.
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Leave & Time Off Breadth — PTO is portrayed as solid overall, and two paid volunteer days per year are clearly documented across corporate materials.
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Parental & Family Support — Company sources and postings reference paid parental and caregiver leave and recent enhancements to parental benefits, indicating meaningful family support within the package.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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