Vice President, Financial Planning and Analysis

JPMorganChase • Plano, TX

2d

About The Position

Join our Global Corporate Banking Central Planning & Analysis team as a Vice President and play a pivotal role in shaping the financial strategy of our business. This is a high-impact opportunity to collaborate with senior leaders and P&A teams across the organization, delivering insights that drive business performance. You will be at the forefront of financial planning, reporting, and process innovation, supporting key initiatives and transformation projects. If you are passionate about financial analysis, storytelling with data, and thrive in a dynamic environment, we want to hear from you. Make a difference by enabling strategic decision-making and operational excellence. As a Vice President Financial Planning and Analysis in Global Corporate Banking, you will lead the Central P&A function, collaborating with P&A leads across the business to deliver budgeting, forecasting, and management reporting. You will drive the production of key financial reports and business reviews, provide actionable insights, and support integration efforts for new tools and processes. This role offers high visibility and the opportunity to influence senior management through compelling presentations and strategic analysis.

Requirements

• 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.

Nice To Haves

• Preferably in Financial Services, with a strong accounting/controller background.
• Alteryx, Python, and Tableau skills are a plus.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees