What are the responsibilities and job description for the Financial Planning & Analysis Global Lead - Vice President position at JPMorganChase?
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
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.
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.
- 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
- CFA, CPA, or MBA.
- Experience with automation tools and data analytics
- Ability to build strong partnerships with colleagues and think strategically.
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.
Salary : $4
