Securities Services - Planning & Analysis - Vice President

Posted 7 Days Ago
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Mumbai, Maharashtra
Hybrid
7+ Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Vice President in Financial Planning & Analysis, you will lead budgeting and forecasting processes, analyze financial activities, prepare management reports, and coordinate with various lines of businesses to achieve accurate financial projections and support senior management with data-driven insights.
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Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Vice President in Financial Planning & Analysis, you will primarily be responsible for leading and coordinating the budgeting and forecasting process. This includes the short- and long-term projection of earnings and capital over varying economic scenarios. You will operate 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.
Job Responsibilities:

  • Preparing, consolidating, reviewing and analyzing 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
  • Executing the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Analyzing line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
  • Leading additional one-off and repeatable analyses as required by senior management
  • Communicating and coordinating effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
  • Supporting ad hoc projects as necessary


Required qualifications, capabilities, and skills:

  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • Mini 9 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 qualifications, capabilities, and skills:

  • Experience with internal financial systems such as Essbase and Hyperion


About Us
JPMorgan Chase & Co., 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 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.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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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