JPMorgan Financial Planning Analysis Vice President 

United States, Ohio, Columbus 

842534746

As a Vice-President you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting, forecasting, and billing actuals. The position is responsible for a wide range of activities including leveraging multiple systems (Portfolio Intelligence, Tech Sub-Ledger, SAPCO) from which allocated expenses originate; analyzing, preparing, and reconciling financial data; and devising ways to streamline and minimize cycle times through automated applications and process improvement.

Job responsibilities:

Partner with LOBs/Corporate and Finance & Business Managers in all areas of financial management with a focus on cost recovery including budgeting, monthly forecasting and reporting, run-rate analysis, and monitoring allocations

• Develop and track monthly performance, provide financial analysis, and occasionally create presentations on a variety of cost recovery topics to stakeholders

• Responsible for gatekeeping and maintaining billing key tool that provides the methodology for billing out expense to clients

• Perform variance analysis to understand the key drivers of the results and present commentary to clients, explaining changes from prior forecasts/budgets

• Enhance controls and streamline processes, introducing automation where possible

• Work with tax partners to prepare and provide data to support investment spend and UK Vat audits, as well as with legal entity controllers to address concerns.

• Provide support for inter and intra LOB transfers to ensure that the outgoing allocations portion of the transfer are addressed.

Required qualifications, capabilities and skills:

Bachelor’s degree in Accounting, Finance or a subject of a technical nature

• 7+ years of relevant work experience

• Advanced skills in Excel and PowerPoint

• Ability and desire to operate in multiple financial tools to track/analyze data

• Curious, enthusiastic and diligent, capable of challenging peers, and able to thrive and think clearly under pressure and tight deadlines

• Strong verbal and written communication skills with the ability to articulate complex issues clearly

• Ability to create ad-hoc reporting for senior management

• Proven track record for executing on special projects / assignments with often little lead time or information

• Highly motivated self-starter with excellent time management/prioritization skills

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities and skills:

Experience with digital transformation initiatives and relevant technologies

• Proficiency with data mining/gathering and manipulation of data sets