Treasury Financial Planning & Analysis, Vice President jobs in United States
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Chase · 1 day ago

Treasury Financial Planning & Analysis, Vice President

JPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Vice President within the Commercial & Investment Bank Treasury P&A team will manage P&A activities, deliver regular financial cycles, and collaborate with stakeholders to optimize resources and provide updates to senior management.

BankingFinancial Services
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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 managementCIB Markets/Banking productsAnalytical problem-solvingExcel proficiencyAlteryxTableauRelationship managementCommunication skillsLeadership skillsAttention to detail

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

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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