Corporate Planning & Analysis, Vice President

Testing Site - JPMC; Plano (TX); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking an experienced Corporate Central Planning & Analysis, Vice President to provide coverage across forecasting, budgeting, and earnings processes.

You will partner with Investor Relations, Controllership, and other stakeholders to drive insights and strategic decisions. In this high-impact role, you will build financial models, lead monthly/quarterly closes, and mentor a team of analysts in a fast-paced environment.

Qualifications

• Bachelor's degree in business or related discipline; equivalent experience acceptable.
• 7+ years of relevant planning and analysis experience.
• Advanced analytical, problem-solving and decision-making abilities.
• Strong communication and written reporting skills.
• Ability to manage multiple deliverables with tight deadlines.
• Leadership experience managing teams.

Responsibilities

• Develop consolidated monthly forecast and annual budget across P&L and Balance Sheet.
• Manage relationships with key stakeholders including Investor Relations.
• Lead quarterly earnings submission and prepare narratives and filings.
• Construct ad-hoc financial models and analytics.
• Foster cross-functional collaboration and align firm-wide priorities.

Skills

Analytical thinking

Problem solving

Decision making

Education

Bachelor's degree in business related discipline

Tools

Excel

PowerPoint

Word

Essbase

Alteryx

Job description

Come help shape strategic decisions, optimize financial performance, and support business growth at the firm! This role allows you to collaborate with talented professionals, leverage cutting-edge tools, and make a difference in a dynamic, fast-paced environment. If you’re ready to enhance your career and deliver results, we want you on our team.

As an Corporate Central Planning & Analysis, Vice President within the Corporate Central Analytics & Reporting Team, you will provide coverage across a broad range of key Corporate priorities including, Profit & Loss and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g. Investor Relations, Controllership, etc.)

The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide P&A, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.

Job responsibilities

• Proactively engage stakeholders across the broader finance and business management organization to develop Corporate sector’s consolidated monthly financial forecast and annual budget (P&L, Balance Sheet and RWA).
• Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A to continuously understand business drivers, goals, priorities and opportunities.
• Manage the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings
• Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making
• Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure Firmwide priorities and targets are implemented uniformly across the segment

Required qualifications, capabilities, and skills

• Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills
• Bachelor's degree in business related discipline or equivalent experience required
• Minimum of 7 years of relevant experience desired
• Advanced analytical, problem-solving, and decision-making skills
• Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
• Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
• Good judgment and independent decision making are required
• Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
• Talented people manager with solid team-leadership skills

Preferred qualifications, capabilities, and skills

• Alteryx experience
• 5 years in planning and analysis and/or budgeting and forecasting

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).