What are the responsibilities and job description for the Financial Planning & Analysis Global Lead - Vice President position at JPMorgan Chase?
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.
Salary : $4
