Vice President, Planning & Analysis - Private Client Office

JPMorgan Chase & Co. • Columbus, OH

3d • Onsite

About The Position

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
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, leadership, and quarterly earnings. You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. You must also be comfortable with frequently changing priorities and detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.

Requirements

• 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
• Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).
• Candidates must be able to physically work in our offices full-time (5 days).

Nice To Haves

• Experience with internal financial systems such as Essbase and Hyperion preferred

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

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

What This Job Offers

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