JPMorganChase · 1 hour ago
Vice President, Planning & Analysis - Private Client Office
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
6+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Vice President in Planning & Analysis, you will be responsible for preparing, consolidating, reviewing, and analyzing financial activities related to budget and mid-year forecast, ensuring accuracy and timeliness in financial reporting.
Asset ManagementBankingFinancial Services
No H1B
Responsibilities
Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to, budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
Lead additional one-off and repeatable analyses as required by senior management
Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
Support ad hoc projects as necessary
Qualification
Required
Bachelor's Degree in Accounting, Finance, Economics, or related field
6+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
Previous experience in a finance / planning role in banking or financial services
Advanced Microsoft Office skills (Excel & PowerPoint in particular)
Experience in the consolidation, review, analysis and presentation of financials
Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
Excellent oral and written communication and relationship management skills
Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
Preferred
Experience with internal financial systems such as Essbase and Hyperion preferred
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
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.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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