Lead expense budgeting, forecasting, and reporting; own key deliverables; provide insights and support senior management questions.
As the Financial Planning and Analysis (FP&A) Vice President within Consumer and Community Banking, you will be responsible for coordinating the budgeting, forecasting process, as well as management reports and presentations.The individual will be responsible for developing and managing financial analysis and establishing documented procedures. In addition, the individual will perform financial analysis and metric driven financial reporting
Job responsibilities:
- Prepare, consolidate, review, and analyze key monthly financial deliverables, including expense presentations, expense analytics, P&L line-item analysis, and management reporting.
- Own the expense and headcount narrative across deliverables, ensuring clear, consistent messaging for senior management.
- Partner with Auto Finance and functional finance teams to produce high-quality budgets and forecasts, including assumptions, drivers, and variance explanations.
- Perform deep-dive analysis to identify key drivers, quantify impacts, and translate results into concise, executive-ready storylines (“zoom in / zoom out”).
- Ensure accuracy and timeliness of all deliverables, meeting established reporting calendars and prescribed timelines.
- Support finance transformation initiatives by defining scope, managing dashboard development, and modernizing reporting and data visualization solutions.
- Lead recurring and one-off analyses to support senior management decision-making.
- Coordinate across LOB, CCB central and corporate functions (e.g., External Reporting, Investor Relations, CFA) to align inputs, outputs, and messaging.
Support ad hoc projects as business needs arise.
Required qualifications, capabilities and skills:
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- 7+ years of relevant finance experience in planning, forecasting, and management reporting, with a strong expense-focused orientation and proven capability in analyzing large datasets and key P&L drivers.
- Executive communication and storytelling skills, including experience presenting clear, decision-ready insights to senior leadership.
- Strong analytical judgment, problem-solving, and project execution, with demonstrated ownership, accuracy, and on-time delivery against established reporting calendars.
- Proven stakeholder management and collaboration skills, partnering across Finance and business teams to align assumptions, inputs, and deliverables.
- Highly organized self-starter with a continuous improvement mindset, able to manage multiple priorities in a fast-paced environment
Preferred qualifications, capabilities and skills:
Advanced Excel and PowerPoint skills; experience with Essbase, Atoti (AnaplanXL), and Databricks is preferred
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About Us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
About the TeamSkills Required
- Bachelor's degree in Accounting, Finance, Economics, or a related field
- 7+ years of relevant finance experience in planning, forecasting, and management reporting
- Strong expense-focused financial analysis experience, including analysis of large datasets and key P&L drivers
- Executive communication and storytelling skills, including presenting decision-ready insights to senior leadership
- Strong analytical judgment, problem-solving, and project execution skills
- Demonstrated ownership, accuracy, and on-time delivery against reporting calendars
- Stakeholder management and collaboration experience across Finance and business teams
- Ability to manage multiple priorities in a fast-paced environment
- Advanced Excel and PowerPoint skills
- Experience with Essbase, Atoti (AnaplanXL), and Databricks
- Authorization to work in the United States without employment-based immigration sponsorship
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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