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JPMorgan Central Planning & Analysis Client Reporting Vice President 
United States, New York, New York 
671164840

29.05.2025

Job responsibilities

  • Support the continued build of reporting and technology infrastructure for Client analytics
  • Partner with the CIB lines of business leads, Strategy and other stakeholder to enhance and deliver on a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
  • Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
  • Engage with the senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables.
  • Prepare and present profitability analysis and proforma impact to the front office and other key stakeholders to enable them to take strategic decisions on future direction
  • Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)
  • Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCP
  • Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation

Required qualifications, capabilities, and skills

  • 7+ years professional experience in handling large amount of data
  • 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

  • Analyzing P&L and balance sheet drivers preferred
  • SQL & Tableau preferred
  • Previous experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferred
  • Experience with data modeling and visualization tools