Treasury Financial Planning & Analysis, Vice President jobs in United States
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JPMorganChase · 6 days ago

Treasury Financial Planning & Analysis, Vice President

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will manage P&A activities, collaborate with key stakeholders, and deliver regular P&A cycles across key financials while monitoring and analyzing balance sheet usage.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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Responsibilities

Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc
Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
Provide ongoing updates to CIB Treasurer
Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
Provide ad-hoc analysis supporting key deliverables such as earnings etc
Oversee control and efficiency initiatives, improving control documentation and process efficiency

Qualification

Financial planningAnalysisTreasury experienceCIB Markets/Banking productsAnalytical problem-solvingRelationship managementExcel proficiencyAlteryx proficiencyTableau proficiencyAI tools proficiencyAttention to detailWritten communicationVerbal communicationLeadership

Required

At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
Proven record in high complexity/intensity environment
Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
Meticulous attention to detail
Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables
Strong relationship management skills
Proficiency in Excel
Competent use of Alteryx, Tableau and AI tools

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase