Financial Analysis - Design and Customer Experience - Vice President

JP Morgan Chase; Ohio; On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Financial Analysis Vice President within Design and Customer Experience Finance and Business Management to guide strategic reporting, planning, and analysis that informs leadership decisions.

You will translate results into actionable insights to improve profitability and efficiency while partnering across teams to strengthen forecasting, budgeting, and performance measurement with strong financial controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical discipline.
• 7+ years of professional experience in financial services and/or an accounting or controllership environment.
• Advanced proficiency in Microsoft Excel.
• Advanced proficiency in Microsoft PowerPoint.
• Demonstrated ability to explain complex topics clearly in written and verbal communications.
• Demonstrated ability to deliver high-quality work to tight deadlines.
• Demonstrated integrity and discretion when handling sensitive and confidential information.
• Demonstrated ability to analyze large data sets and communicate conclusions concisely.
• Demonstrated ability to collaborate across business and finance stakeholders.

Responsibilities

• Partner with finance and business leaders to deliver strategic financial analysis, reporting, and recommendations.
• Lead budgeting, forecasting, and management reporting across key measures including expenses and headcount.
• Oversee processes to deliver month-end results, full-year outlook, and budgets for future years.
• Perform variance analysis to identify key drivers and present clear commentary on changes versus prior forecasts and budgets.
• Develop and track performance metrics and provide financial analysis on priority topics for senior management.
• Create presentations and materials that clearly communicate financial results and insights.
• Design and enhance reporting, including dashboards, to deliver timely and accurate results to senior management.
• Provide efficiency reporting, analytics, and strategy, including workforce-related reporting and insights.
• Enhance controls, streamline processes, and introduce automation where appropriate.
• Guide, coach, and support a global team.

Skills

Communication skills

Time management

Integrity & discretion

Data analysis

Cross-functional collaboration

Education

Bachelor’s degree in Accounting, Finance, or a technical discipline

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Turn complex financial data into clear, actionable insights that shape leadership decisions. You will guide how we plan, forecast, and report performance across a dynamic organization. You will help strengthen controls, streamline processes, and introduce automation to improve how we work. You will partner closely with finance and business leaders to improve efficiency and outcomes.

Job summary

As a Financial Analysis Vice President in Design and Customer Experience Finance and Business Management team, you will guide strategic reporting, planning, and analysis that helps leaders make informed decisions. You will work with us to translate financial results into insights and recommendations that improve profitability and efficiency. You will partner across teams to strengthen forecasting, budgeting, and performance measurement while reinforcing strong financial controls. You will help us continuously improve how we report, analyze, and communicate results in an inclusive, collaborative culture.

Job responsibilities

• Partner with finance and business leaders to deliver strategic financial analysis, reporting, and recommendations
• Lead budgeting, forecasting, and management reporting across key measures including expenses and headcount
• Oversee processes to deliver month-end results, full-year outlook, and budgets for future years
• Perform variance analysis to identify key drivers and present clear commentary on changes versus prior forecasts and budgets
• Develop and track performance metrics and provide financial analysis on priority topics for senior management
• Create presentations and materials that clearly communicate financial results and insights
• Design and enhance reporting, including dashboards, to deliver timely and accurate results to senior management
• Provide efficiency reporting, analytics, and strategy, including workforce-related reporting and insights
• Enhance controls, streamline processes, and introduce automation where appropriate
• Guide, coach, and support a global team

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance, or a technical discipline
• 7+ years of professional experience in financial services and/or an accounting or controllership environment
• Advanced proficiency in Microsoft Excel
• Advanced proficiency in Microsoft PowerPoint
• Demonstrated ability to explain complex topics clearly in written and verbal communications
• Demonstrated ability to deliver high-quality work to tight deadlines
• Demonstrated integrity and discretion when handling sensitive and confidential information
• Demonstrated ability to analyze large data sets and communicate conclusions concisely
• Demonstrated ability to collaborate across business and finance stakeholders

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.