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JPMorganChase · 2 months ago

Vice President, Financial Planning and Analysis

8181 Communications Pkwy Ste C, Plano, TX, 75024, US

Full-time

Onsite

Mid, Senior Level

7+ years exp

JPMorganChase is seeking a Vice President in their Global Corporate Banking Central Planning & Analysis team to shape the financial strategy of the business. The role involves leading the Central P&A function, collaborating with teams for budgeting, forecasting, and reporting, while providing actionable insights to support strategic decision-making.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Participate in financial planning process, including budgeting, forecasting, and reporting of business financials; execute the annual planning and monthly forecast cycle, ensuring timely completion of deliverables and necessary documentation

Participate in earnings release activities and prepare materials for business reviews; collaborate with cross-functional teams to gather and analyze data, providing clear and actionable insights

Manage production of reports like EMR, Country packs and other such financial packets that are managed centrally

Provide key metrics to measure business performance against benchmarks; conduct ad-hoc analysis of business KPIs to identify trends and opportunities

Manage production and collation of product performance and key KPIs across business segments

Develop and deliver compelling presentations for senior management; exhibit strong communication skills to effectively convey financial insights and strategies

Lead the P&A effort on development and enhancements of reporting infrastructure across data systems, dashboards and other upcoming tools

Provide comprehensive support for integration efforts, including full migration to the new booking model and facilitating transitions with new tools and projects like WCP 2.0, HEP, Stitch Roster, and Project Harmony

Enhance controls and streamline processes using automation tools like Alteryx and Python

Qualification

Financial PlanningData AnalysisExcelPowerPointAlteryxPythonTableauPresentation SkillsProblem-SolvingCommunication SkillsTeam Player

Required

Bachelor's degree in Accounting, Finance, or a related field

7+ years of work experience

Strong storytelling and presentation skills, with the ability to craft and deliver executive-level presentations

Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely

Advanced skills in Excel and PowerPoint

Inquisitive, enthusiastic, and diligent, capable of challenging peers

Strong verbal and written communication skills, with the ability to articulate complex issues clearly

Highly motivated and able to thrive under pressure and tight deadlines

Integrity in handling highly sensitive and confidential information

Team player with the ability to be respected as a trusted partner for the Business and Finance Team

Preferred

Preferably in Financial Services, with a strong accounting/controller background

Alteryx, Python, and Tableau skills are a plus

Company

JPMorganChase

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees