Financial Analysis Vice President

Posted 5 Hours Ago
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New York, NY, USA
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads Asset Management’s Central Planning and Analysis team, overseeing budgeting, forecasting, variance analysis, financial metrics, reporting, dashboards, and data quality initiatives. Partners with senior management and finance stakeholders to explain trends, identify growth opportunities, improve controls, streamline processes, and introduce automation. Creates executive presentations, supports ad hoc analysis, and drives performance improvements across the business.
Summary Generated by Built In

You will have the opportunity to grow your career, develop new skills, and contribute to a culture that values teamwork, diversity, and continuous improvement. Join us and help deliver results that matter for our business and clients.

As a Vice President in the Central Planning & Analysis Team within Asset Management, you will lead a dynamic group focused on supporting key business priorities and driving financial performance. You will coordinate budgeting and forecasting, deliver insightful analysis to stakeholders, and develop new reporting capabilities. You will work closely with senior management, helping us understand trends and opportunities, and play a vital role in enhancing our processes. Your expertise will help us build a collaborative, innovative, and inclusive team environment.
 

Job Responsibilities

  • Lead the AM Central Planning and Analysis team
  • Deliver as the ‘strategic’ finance partner managing senior stakeholder relationships, and driving AMOC and senior management presentations and materials - showcasing trends and opportunities for Asset Management business growth 
  • Coordinate with the wider AM FBM team in all aspects relating to our forecast and budget, including revenues, expenses, asset flows and headcount
  • Perform variance analysis and present commentary to senior managers, explaining changes from prior forecasts and budgets.
  • Report on and monitor key metrics, drive data quality initiatives, and help define future needs for the product area.
  • Develop and track performance metrics, create presentations, and deliver analysis to stakeholders.
  • Design new reports and dashboards to effectively communicate analysis to senior management.
  • Enhance controls and streamline processes, introducing automation where possible.
  • Respond to ad hoc requests from the wider Asset Management business and JPMorganChase franchise.

 

Required qualifications, capabilities, and skills

  • Degree in Accounting, Finance, or a technical subject.
  • Relevant experience in Financial Services or accounting/controller roles.
  • Advanced skills in Excel and PowerPoint.
  • Proficiency in data mining, gathering, and manipulation of data sets.
  • 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 of executing special projects or assignments with limited lead time.
  • Highly motivated and able to thrive under pressure and tight deadlines.
  • Team player respected as a trusted partner for Business, Finance, and FP&A teams.
  • Excellent time management and prioritization skills.
  • Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills

  • Experience in Asset Management metrics and business drivers.
  • Experience leading teams across multiple locations.
  • Experience with automation and process improvement initiatives.
  • Familiarity with dashboard and reporting tools (e.g., Tableau, Power BI).
  • Experience presenting to senior management and executive stakeholders.
  • Ability to drive data quality and continuous improvement initiatives.
  • Inquisitive, enthusiastic, and diligent, capable of challenging peers constructively.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Skills Required

  • Degree in Accounting, Finance, or a technical subject
  • Relevant experience in financial services or accounting/controller roles
  • Advanced skills in Excel and PowerPoint
  • Proficiency in data mining, gathering, and manipulating data sets
  • Strong verbal and written communication skills, including the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management
  • Proven track record executing special projects or assignments with limited lead time
  • Ability to thrive under pressure and tight deadlines
  • Ability to work collaboratively as a trusted partner for Business, Finance, and FP&A teams
  • Excellent time management and prioritization skills
  • Strong analytical and problem-solving skills, including analyzing large data sets and presenting concise conclusions
  • Experience with Asset Management metrics and business drivers
  • Experience leading teams across multiple locations
  • Experience with automation and process improvement initiatives
  • Familiarity with dashboard and reporting tools such as Tableau or Power BI
  • Experience presenting to senior management and executive stakeholders
  • Ability to drive data quality and continuous improvement initiatives

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 broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

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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