Join a dynamic team driving innovation in financial planning and analytics. Advance your career by leading impactful technology solutions.
Job summary
As a Planning Analytics Lead at JPMorgan Chase within the Planning & Analysis team, you will deliver end-to-end IBM Planning Analytics/TM1 solutions that support critical business functions. You will architect, build, and maintain models and processes, ensuring performance and scalability. You will foster a collaborative team environment, drive adoption of advanced engineering practices, and partner with business stakeholders to optimize planning processes.
Job responsibilities
- Lead end-to-end delivery of IBM Planning Analytics/TM1 solutions (requirements, design, build, test, deployment) on AWS
- Architect and maintain TM1 models (dimensions, hierarchies, cubes, rules, feeders) for performance and scalability
- Develop and maintain Planning Analytics Workspace (PAW) and Perspectives/Architect artifacts: dashboards, books, views, forms, and reports
- Build and manage TM1 processes/ETL (TI processes) and integrations with upstream/downstream systems
- Establish governance for planning applications: security model, roles, auditability, change management, SDLC controls, documentation standards
- Manage production support: monitoring, incident triage, root cause analysis, release planning, and continuous improvement
- Lead and mentor a team of TM1 developers/analysts; set technical direction, conduct code reviews, and develop team capability
- Drive adoption and governance of approved AI-assisted engineering practices across teams to improve code quality, delivery speed, and operational outcomes
- Apply knowledge of tools within the Software Development Life Cycle toolchain, including approved AI-assisted development and automation capabilities
- Partner with business owners to define planning processes and drive adoption, training, and communications
- Ensure compliance with technology risk, data controls, and operational resiliency expectations
Required qualifications, capabilities and skills
- 15+ years of experience delivering IBM Planning Analytics/TM1 solutions, with hands-on model build experience
- Strong TM1 technical skills: cube design, rules/feeders, TurboIntegrator (TI), performance tuning, and security
- Experience implementing planning use cases (Budget, Forecast, Workforce planning, CapEx, Revenue, Allocations, scenario modeling)
- Proven ability to lead delivery in agile and/or waterfall environments; strong stakeholder management
- Experience with data integration patterns (batch/near-real-time), data quality controls, and reconciliation practices
- Demonstrated experience leading effective use of enterprise-authorized AI-assisted software development tools within the work environment
- Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations
- Excellent communication skills—able to explain technical tradeoffs to non-technical audiences
Preferred qualifications, capabilities and skills
- Experience with Planning Analytics Workspace (PAW), Planning Analytics for Excel (PAfE), and/or Cognos Analytics integration
- Exposure to IBM Cloud for Data / Planning Analytics on Cloud / containerized deployments
- Strong python skills & Familiarity with CI/CD for analytics applications, automated testing, and release orchestration
- Prior people management experience (hiring, performance management, coaching)
- Finance domain experience (FP&A, close/GL, management reporting) strongly preferred
Skills Required
- 15+ years of experience delivering IBM Planning Analytics/TM1 solutions with hands-on model build experience
- Strong TM1 technical skills: cube design, rules/feeders, TurboIntegrator (TI), performance tuning, and security
- Experience implementing planning use cases (Budget, Forecast, Workforce planning, CapEx, Revenue, Allocations, scenario modeling)
- Proven ability to lead delivery in agile and/or waterfall environments and strong stakeholder management
- Experience with data integration patterns (batch/near-real-time), data quality controls, and reconciliation practices
- Demonstrated experience leading effective use of enterprise-authorized AI-assisted software development tools
- Strong understanding of responsible AI use in engineering workflows, including data sensitivity and secure handling of inputs/outputs
- Experience delivering solutions on AWS
- Excellent communication skills able to explain technical tradeoffs to non-technical audiences
- Databricks experience
- Experience building and maintaining PAW, Perspectives/Architect artifacts, dashboards, books, views, forms, and reports
- Exposure to IBM Cloud for Data, Planning Analytics on Cloud, or containerized deployments
- Strong Python skills and familiarity with CI/CD for analytics applications, automated testing, and release orchestration
- Prior people management experience (hiring, performance management, coaching)
- Finance domain experience (FP&A, close/GL, management reporting)
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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