Finance Planning & Analysis - Forecast Execution - Vice President

Next Frontier Capital; Plano (TX); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Vice President in the Forecast Execution team to drive high-impact forecasts, automate core workflows, and standardize data for the Auto line of business. You will partner across Consumer & Community Banking to deliver robust planning, stress testing, and scalable analytics.

You will own strategic analyses, coordinate with cross-functional teams, and craft executive-ready materials while advancing automation and continuous improvement in a fast-paced environment.

Qualifications

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

Responsibilities

• Partner with Forecast Execution lead to deliver high-quality stress testing and planning forecasts grounded in balance sheet, income statement, and key drivers.
• Own analysis of strategic inputs and assumptions to inform model decisions.
• Coordinate with Sub-LOBs and key partners across capital stress testing, forecasting, and optimization initiatives.
• Create executive-ready materials communicating results, risks, and responses to ad hoc requests.
• Strengthen process rigor and scale by quality control and driving automation toward target-state platforms.

Skills

FP&A expertise

Financial modeling

Stakeholder management

Program management

Data analysis

AI prompt-writing

Communication

Negotiation

Problem solving

Excel (Advanced)

Python

SQL

Alteryx

BI tools

PowerPoint

Education

Master’s in Finance

MBA

Tools

Python

SQL

Alteryx

BI tools

PowerPoint

Excel (Advanced)

Job description

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

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

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.

Lead forecasts, automate and standardize data and processes, and redesign workflows to boost flexibility while ensuring timely results.