Financial Planning & Analysis Global Lead - Vice President

Posted 2 Days Ago
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Jersey City, NJ
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Vice President in Financial Planning & Analysis will lead the budgeting and forecasting processes, providing strategic insights to senior management and collaborating with various departments to improve financial performance and drive business growth.
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Job Description
Join JPMorgan Chase, a global leader in financial services with operations worldwide and assets of approximately $4 trillion. Our Technology department for Commercial & Investment Bank (CIB) lines of business, includes approx $6 billion in expenses and over 20,000 headcount.
Elevate your career as a Global Lead (Vice President) in our CIB Technology Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.
As a Vice President in the Planning & Analysis team, you will lead financial planning and analysis function within the CIB Technology organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.
Job Responsibilities:

  • Lead the development and management of the annual budgeting process, ensuring alignment with organizational objectives and financial targets.
  • Provide strategic financial analysis and insights to support decision-making by senior leadership.
  • Monitor and report on financial performance, identifying trends, risks, and opportunities for improvement.
  • Collaborate with cross-functional teams to develop and implement financial strategies that drive business growth and efficiency.
  • Prepare and present financial reports, forecasts, and variance analyses to executive management and stakeholders.
  • Ensure compliance with financial regulations and internal policies, maintaining the integrity and accuracy of financial data.
  • Develop and maintain financial models to support long-term planning and scenario analysis.
  • Lead and mentor a team, fostering a culture of continuous improvement and professional development.
  • Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of the P&A function.
  • Execute on transformation agenda
  • Work with stakeholders across organization including Global Technology Finance, CIB P&A, Front Office P&A, etc.


Required Qualifications, Skills, and Capabilities:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Minimum 7 years of experience with at least 3 years in financial planning and analysis or a similar role within the financial services industry.
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
  • Excellent communication and presentation skills.
  • Ability to work collaboratively in a team environment and manage multiple priorities.
  • Ability to navigate multiple data sets and synthesize them into cohesive presentations


Preferred Qualifications, Skills, and Capabilities:

  • CFA, CPA, or MBA.
  • Experience with automation tools and data analytics
  • Ability to build strong partnerships with colleagues and think strategically.


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

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PowerPoint

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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