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JPMorgan Financial Planning & Analysis Global Lead - Vice President 
United States, New Jersey, Jersey City 
437139298

Yesterday

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.