Help reshape how Treasury plans, forecasts, and manages the balance sheet at scale. You will lead end-to-end change across finance, data, and technology to improve efficiency, control, and transparency. This role offers direct visibility to senior leaders and the chance to influence the firm’s most consequential balance sheet decisions. If you enjoy turning complex requirements into measurable outcomes, you will find real scope to grow here.
As a Vice President in the Planning and Analysis Transformation team, you lead initiatives that modernize and standardize Treasury planning, forecasting, budgeting, and management reporting. You partner with our planning and analysis teams and key stakeholders to reduce manual effort, improve data quality, and strengthen controls across critical Treasury disciplines. You help us translate business needs into clear interim and target-state solutions, and you guide delivery from requirements through testing and handover. You will work in a collaborative environment where we value curiosity, accountability, and well-controlled execution.
Job responsibilities
- Partner with planning and analysis teams, liquidity analytics, controllers, lines of business, corporate Treasury, quantitative research, and technology to gather and define requirements
- Identify opportunities to streamline end-to-end planning and analysis processes and reduce manual effort
- Standardize data definitions and reporting outputs to improve data quality, consistency, and governance
- Design automation for forecasting, budgeting, and analytics across balance sheet and liquidity topics (including liquidity coverage ratio, net stable funding ratio, and stress liquidity)
- Translate business, governance, and control requirements into clearly scoped interim and target-state deliverables
- Lead delivery of the transformation roadmap, including scope, sequencing, milestones, and critical dependencies
- Align stakeholders to support timely delivery that meets control requirements and sustains business-as-usual processes
- Oversee user acceptance testing, validation, and issue resolution prior to handover and production sign-off
- Govern delivery through established forums by tracking progress, risks, issues, and interdependencies with auditability embedded throughout
- Escalate constraints, control risks, and decision points to support stable and timely delivery
Required qualifications, capabilities, and skills
- 8+ years of relevant experience in Treasury / Finance, including Treasury planning & analysis, liquidity and balance sheet management, and/or product control, and experience in a closely related transformation role
- Bachelor’s degree (or equivalent experience) in Finance, Accounting, or a related discipline
- Experience leading change initiatives in a controlled finance environment, including process redesign, standardization, and automation delivery
- Strong understanding of liquidity frameworks, including liquidity coverage ratio (LCR), net stable funding ratio (NSFR), and stress liquidity
- Experience with forecasting and budgeting processes, including management reporting
- Familiarity with project management frameworks (e.g., Agile) and structured delivery governance
- Working knowledge of Python (or similar) for data analysis and automation; ability to apply emerging technologies (including AI where appropriate) to improve finance analysis and reporting workflows
- Experience with data visualization tools (e.g., Tableau or Sigma)
- Advanced Microsoft Excel and PowerPoint skills
- Demonstrated risk and control mindset, with strong attention to auditability and data integrity
- Strong written and verbal communication skills, including synthesizing complex information for senior audiences
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 UsWe 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
Skills Required
- 8+ years of relevant experience in Treasury or Finance, including Treasury planning and analysis, liquidity and balance sheet management, product control, or related transformation work
- Bachelor’s degree or equivalent experience in Finance, Accounting, or a related discipline
- Experience leading change initiatives in a controlled finance environment, including process redesign, standardization, and automation delivery
- Strong understanding of liquidity frameworks, including LCR, NSFR, and stress liquidity
- Experience with forecasting, budgeting, and management reporting processes
- Familiarity with project management frameworks, such as Agile, and structured delivery governance
- Working knowledge of Python or similar tools for data analysis and automation
- Ability to apply emerging technologies, including AI where appropriate, to finance analysis and reporting workflows
- Experience with data visualization tools such as Tableau or Sigma
- Advanced Microsoft Excel and PowerPoint skills
- Demonstrated risk and control mindset, with strong attention to auditability and data integrity
- Strong written and verbal communication skills, including synthesizing complex information for senior audiences
- Authorization to work in the United States without employment-based immigration sponsorship or OPT/CPT assistance
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 — 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.
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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.
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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
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.
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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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