Finance Planning & Analysis - Forecast Execution - Vice President

Posted 3 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Expert/Leader
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead FP&A forecasting and stress-testing for the Auto line, automate workflows, systematize data, perform quality control (including CCAR narratives), produce executive-ready materials, and partner across Sub-LOBs to drive continuous improvement and automation.
Summary Generated by Built In

The Forecast Execution team in P&A partners across Consumer and Community Banking to deliver high-impact forecasts, automate core workflows, and systematize data for the Auto line of business.  We modernize forecasting through process re-engineering that gives management greater flexibility without compromising speed, accuracy, or control.  Our work blends execution excellence with enablement—making complex outputs understandable and actionable for stakeholders.  By standardizing data and scaling automation, we reduce manual effort and improve consistency across planning and stress testing cycles.  The result: faster turnaround, clearer insights, and a more resilient forecasting engine for the business. 

 

As a Vice President in the Forecast Execution team in Planning & Analysis, you partner across the Consumer & Community Banking organization to deliver high-impact forecasts, automate core workflows, and systematize data for the Auto line of business.

 

Job Responsibilities: 

  • Partner with the Forecast Execution lead to deliver high-quality stress testing and business planning forecasts, grounded in a strong understanding of balance sheet, income statement, and key business drivers.
  • Own analysis of strategic inputs and assumptions, evaluating performance and revenue drivers to inform model and approach decisions.
  • Serve as a central coordinator with Sub-LOBs and key partners (e.g., Challenger, Business Control Officers, MRGR) across capital stress testing, forecasting, and optimization initiatives.
  • Create clear executive-ready materials that communicate results, risks/issues, and responses to ad hoc requests.
  • Strengthen process rigor and scale by performing robust quality control (including CCAR narrative review) and driving automation and continuous improvement toward target-state platforms.

 

Required qualifications, capabilities and skills:

  • 10+ years in FP&A, finance analytics, or financial modeling
  • Advanced program/product/function management; proven delivery on complex initiatives
  • Strong stakeholder management: collaborative, builds credibility quickly across levels
  • Highly organized and detail/control-minded; strong prioritization
  • Strong negotiation, problem-solving, and analytical reasoning
  • Data analysis experience with cloud-hosted datasets; AI prompt-writing to improve analysis/process
  • Master’s in Finance, Economics, or MBA
  • Excellent written and verbal communication
  • Technical: Python, SQL, Alteryx, BI tools, PowerPoint, advanced Excel
  • Performs well in a fast-paced, high-pressure environment

 

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 Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.

Skills Required

  • 10+ years in FP&A, finance analytics, or financial modeling
  • Master's in Finance, Economics, or MBA
  • Proven advanced program/product/function management and delivery on complex initiatives
  • Strong stakeholder management; builds credibility across levels
  • Highly organized, detail/control-minded, strong prioritization
  • Strong negotiation, problem-solving, and analytical reasoning
  • Data analysis experience with cloud-hosted datasets
  • AI prompt-writing to improve analysis/process
  • Technical: Python
  • Technical: SQL
  • Technical: Alteryx
  • Technical: BI tools
  • Technical: PowerPoint
  • Technical: Advanced Excel
  • Strong written and verbal communication
  • Ability to perform well in a fast-paced, high-pressure environment
  • Deep understanding of balance sheet, income statement, and key business drivers
  • Experience performing robust quality control including CCAR narrative review

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.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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