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JPMorganChase

Vice President, Financial Planning and Analysis

Reposted Yesterday
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Hybrid
Fort Worth, TX
Senior level
Hybrid
Fort Worth, TX
Senior level
As VP of Financial Planning and Analysis, lead financial planning, reporting, and process innovation, delivering insights to enhance business performance and support strategic decision-making.
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Job Description
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.
Job 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.

Required qualifications, capabilities, and skills
  • 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.

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

NOTE: This position is not eligible for sponsorship.
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

Alteryx
Excel
PowerPoint
Python
Tableau

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

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