Financial Planning and Analytics Solutions, Client Reporting - Vice President

Reposted 3 Days Ago
Be an Early Applicant
Brooklyn, NY, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead delivery of client and financial analytics for senior management across CIB. Structure large datasets, validate results, streamline reporting, and partner with Finance, Business, and Data teams to provide accurate, scalable reporting and actionable insights. Support initiatives to enhance analytics capabilities and automate reporting workflows.
Summary Generated by Built In

Join the Central Planning & Analysis Team within Commercial & Investment Bank (CIB) for an exciting opportunity and a high visibility role to work with data, deliver financial insights and partner with senior leaders.

As a Vice President within the Central Planning & Analysis team, you will play a key role in delivering client and financial analytics that support senior management decision-making across the CIB. You will work across Finance, Business, and Data teams to develop consistent, scalable analytics and reporting. You will be utilizing strong analytical skills to work with large datasets and translate data into clear business insights. Over time, you will help enhance how analytics are structured and delivered across the organization.

Job Responsibilities

  • Deliver client and financial analytics to support senior forums, including regular reporting and ad hoc requests
  • Structure and organize datasets to ensure consistency and usability across reporting outputs
  • Improve and streamline reporting processes to enable more scalable and efficient delivery
  • Partner with stakeholders across Finance, Business, and Data teams to align on definitions, outputs, and priorities
  • Validate and interpret results to ensure accuracy and provide clear, actionable insights
  • Support ongoing initiatives to enhance analytics capabilities and expand coverage

Required Qualifications, Capabilities, and Skills

  • 6+ years of experience in finance, analytics, or related roles within financial services
  • Strong analytical and problem-solving skills, with attention to detail
  • Experience working with large datasets and translating data into business insights
  • Advanced Excel skills (ability to manage and transform structured datasets)
  • Working knowledge of data tools (e.g., Python, SQL, Alteryx, or similar) to query data and support basic automation
  • Ability to communicate clearly and effectively with both technical and non-technical stakeholders
     

Preferred Qualifications, Capabilities, and Skills

  • Experience within Commercial & Investment Banking
  • Familiarity with querying large datasets in environments such as Databricks or similar platforms
  • Experience improving or automating reporting workflows using practical tools (e.g., Excel-based automation, Python, Alteryx)
  • Ability to operate across teams and manage multiple priorities in a fast-paced environment

Additional Information

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
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 TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • 6+ years of experience in finance, analytics, or related roles within financial services
  • Strong analytical and problem-solving skills with attention to detail
  • Experience working with large datasets and translating data into business insights
  • Advanced Excel skills (manage and transform structured datasets)
  • Working knowledge of data tools (Python, SQL, Alteryx, or similar) to query data and support basic automation
  • Ability to communicate clearly and effectively with technical and non-technical stakeholders
  • Authorized to work in the United States (no employment-based immigration sponsorship provided)
  • Experience within Commercial & Investment Banking
  • Familiarity with Databricks or similar large-data query environments
  • Experience improving or automating reporting workflows using tools (Excel automation, Python, Alteryx)
  • Ability to operate across teams and manage multiple priorities in a fast-paced environment

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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