Data Analytics & Management - Assistant Vice President

AVP – Business Analyst Solutions Lead, Anaplan Solutions

The Data & Artificial Intelligence (DART) Team is responsible for providing business and data solutions for our Finance business partners.

Position Summary

We are seeking an experienced Business Analyst at Assistant Vice President (AVP) level with strong business analysis, solution design, and change delivery experience, along with working knowledgeproficient in usage, design and functional development of Anaplan solutions.

The successful candidate will act as a key bridge between business stakeholders, product owners, technology teams, and Anaplan developers. The role will be responsible for understanding complex business requirements and designing fit-for-purpose solutions on Anaplan, including defining business processes, data requirements, model structures, calculations, workflows, reporting requirements, and user experience.

This is a hands-on solution design role. The individual is expected to challenge requirements, identify opportunities for simplification and automation, and translate business needs into clear functional designs that can be implemented effectively within Anaplan.

Key Responsibilities

Anaplan Solution Design

• Lead the translation of complex business requirements into Anaplan functional and solution workflow design specifications.
• Assess business processes and determine how requirements can best be addressed using Anaplan capabilities.
• Design solutions covering:
  • Models, modules and dimensions
  • Lists and hierarchies
  • Calculations and business rules
  • Data inputs and outputs
  • Dashboards and management reporting
  • Workflow and approval processes
  • User roles and access requirements
  • Integration and data requirements
• Develop prototypes or solution concepts to validate requirements with stakeholders before development.
• Work closely with Anaplan developers and technical teams to ensure that the implemented solution aligns with the approved functional design.
• Apply sound Anaplan design principles to ensure solutions are scalable, maintainable, performant, and user-friendly.

Business Analysis & Requirements Management

• Partner with senior business stakeholders to understand business objectives, pain points, processes, and functional requirements.
• Facilitate workshops to gather, challenge, prioritize, and document requirements.
• Translate business requirements into detailed:
  • Business Requirement Documents
  • Functional specifications
  • Process flows
  • Data mappings
  • User stories
  • Acceptance criteria
  • Solution design documentation
• Perform gap analysis between current-state processes and proposed Anaplan capabilities.
• Identify opportunities to eliminate manual processes, spreadsheets, reconciliations, and redundant controls.
• Maintain end-to-end traceability from business requirements through solution design, development, testing, and implementation.

Data & Integration

• Define data requirements and mappings between Anaplan and upstream/downstream systems.
• Work with data and technology teams to understand data structures, hierarchies, reference data, and interfaces.
• Define transformation, validation, reconciliation, and exception-handling requirements.
• Partner with technical teams to design appropriate integration approaches for inbound and outbound data.
• Ensure appropriate data quality and reconciliation controls are incorporated into the solution.

Development

• Experience designing Anaplan UX, including planning/input pages, dashboards, reporting views, workflows, approvals, and role-based user experiences.
• Experience building Data Hub and Connected Planning architectures, including master data, mappings, transactional data, and model-to-model data flows.
• Hands-on experience building data integrations and automation using imports, exports, actions, processes, CloudWorks, Anaplan Connect, and/or APIs.
• Ability to build data validation, reconciliation, security, and controls, including exception reporting, selective access, and Dynamic Cell Access.
• Experience optimizing and troubleshooting models for dimensionality, sparsity, calculation efficiency, model size, data volumes, and overall performance.
• Experience managing application SDLC and production support.

Testing & Implementation

• Define functional test strategies and acceptance criteria.
• Support System Integration Testing and lead/co-ordinate User Acceptance Testing.
• Validate developed Anaplan functionality against approved business and functional requirements.
• Manage defects and work with developers and stakeholders through resolution.
• Support implementation planning, production readiness, migration, and post-implementation stabilization.

Stakeholder & Delivery Leadership

• Act as a solution lead and trusted advisor for business stakeholders on Anaplan-enabled transformation.
• Facilitate discussions across business, operations, data, technology, and product teams.
• Challenge requirements constructively and recommend simpler or more scalable approaches where appropriate.
• Communicate solution options, design decisions, dependencies, risks, and trade-offs to senior stakeholders.
• Provide functional direction and guidance to Business Analysts and developers working on the initiative.
• Manage multiple priorities and deliverables across complex transformation programs.

Required Experience

• 10+ years of experience in Business Analysis, change management, transformation, technology delivery, or related roles within financial services or another complex enterprise environment.
• Experience operating at a Lead Business Analyst / AVP-equivalent level.
• Demonstrable experience translating business requirements into functional and solution designs.
• Working knowledge of Anaplan, with the ability to design and articulate how business requirements should be implemented within the platform.
• Understanding of Anaplan concepts including:
  • Models, modules and lists
  • Dimensions and hierarchies
  • Line items and calculations
  • Versions and scenarios
  • Dashboards/pages
  • Roles and selective access
  • Import/export processes and integrations
• Strong understanding of data analysis, data mapping, reconciliation, and integration concepts.
• Experience working within Agile delivery environments using tools such as Jira and Confluence.
• Strong workshop facilitation and requirements elicitation skills.
• Excellent written and verbal communication skills, including the ability to communicate complex solution designs to both business and technical audiences.

Preferred Qualifications

• Experience implementing Anaplan solutions within financial services, finance, regulatory reporting, planning, forecasting, workforce planning, or management reporting.
• Anaplan Model Builder certification or equivalent practical model-building experience.
• Experience with large-scale transformation or platform implementation programs.
• Familiarity with APIs, ETL/data integration concepts, cloud platforms, and enterprise data architecture.
• Experience working with globally distributed business and technology teams.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement