Financial Analysis, Vice President

JPMorgan Chase; Plano (TX); On-site; USD 114,000 - 200,000; Full time

Job summary

JPMorganChase seeks a Vice President for CB Finance to lead segment analytics, budgeting and forecasting across regions, partnering with Segment Heads and Industry Managers. You will develop actionable insights and drive strategic finance initiatives, shaping the business through data-driven decisions.

This role emphasizes leadership, advanced analytics and effective storytelling with data, supporting monthly and quarterly reviews within a fast-paced commercial banking environment.

Qualifications

• Bachelor’s degree in Finance, Economics, or Accounting required.
• 7+ years of experience in Management Consulting, Corporate Finance, Planning & Analysis and/or Accounting.
• Experience in corporate financial analytics with an understanding of a Bank’s balance sheet, P&L and key drivers.
• Strong analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker.
• Excellent verbal & written communication and relationship management skills, strong executive presence, and ability to tell a story with data.
• Strong technical and analytical skills, including Excel, PowerPoint.
• Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately.
• Strong work ethic; work well in a fast-paced environment.
• Proactive and sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines.
• Self-starter and seeks to break the status-quo and initiate improvements where necessary.
• Experience with managing/leading a team.

Responsibilities

• Lead the dialogue with Segment Heads, Industry Managers, and senior stakeholders across the Commercial Bank to deliver actionable insights on segment performance, client trends, and forward-looking outlook.
• Develop and present clear, decision-oriented financial analysis (both qualitative and quantitative) tailored to segment/industries; support strategic initiatives and ad-hoc requests as need.
• Prepare presentation materials and financial analytics for financial reporting meetings, quarterly business reviews, and budget.
• Create, maintain and review financial models and analyses (both recurring and ad-hoc).
• Conduct deep dive analyses on key issues impacting clients/business to determine root cause and propose solutions.
• Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the 'so what, now what?' dialogue.
• Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support.

Skills

Analytical thinking

Communication skills

Strategic thinking

Team leadership

Multitasking

Education

Bachelor’s degree in Finance, Economics, or Accounting

Tools

Excel

PowerPoint

Job description

Financial Analysis, Vice President

New York, NY, United States

and 2 more

Job Information

• Job Identification 210747858

• Job Category Financial Analysis

• Business Unit Commercial & Investment Bank

• Posting Date 09/22/2026, 01:52 PM

• Locations 277 Park Ave, New York, NY, 10172, US8181 Communications Pkwy Ste C, Plano, TX, 75024, US10 S Dearborn St, Chicago, IL, 60603, US

• Job Schedule Full time

• Base Pay/Salary New York,NY $128,250.00-$200,000.00; Chicago,IL $114,000.00-$175,000.00

Job Description

Be a part of the Commercial Banking (CB) Finance team for an exciting opportunity to provide financial analytics and reporting covering C&SI segments in CB, which is a sub line of business within Global Banking. Our team partners with business managers, strategy and other finance teams, and leads the business and financial analytics for CB segments/industries.

As a Vice President in the CB Finance team, you will be responsible for leading segment coverage through financial analytics, reporting, and presenting results to Segment Heads, Industry Managers, and/or their leadership team and partners. In this role, you will be expected to create, maintain and review financial budgeting and forecasting across regions and products as well as analyses on key drivers impacting the business to help drive the strategic vision forward.

Job responsibilities

• Lead the dialogue with Segment Heads, Industry Managers, and senior stakeholders across the Commercial Bank to to deliver actionable insights on segment performance, client trends, and forward-looking outlook

• Develop and present clear, decision-oriented financial analysis (both qualitative and quantitative) tailored to segment/industries; support strategic initiatives and ad-hoc requests as need

• Prepare presentation materials and financial analytics for for financial reporting meetings, quarterly business reviews, and budget

• Create, maintain and review financial models and analyses (both recurring and ad-hoc)

• Conduct deep dive analyses on key issues impacting clients/business to determine root cause and propose solutions

• Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue

• Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support

Required qualifications, capabilities and skills

• Bachelor’s degree in Finance, Economics, or Accounting

• 7+ years of experience in Management Consulting, Corporate Finance, Planning & Analysis and/or Accounting

• Experience in corporate financial analytics with an understanding of a Bank’s balance sheet, P&L and key drivers

• Strong analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker

• Excellent verbal & written communication and relationship management skills, strong executive presence, and ability to tell a story with data

• Strong technical and analytical skills, including Excel, PowerPoint

• Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately

• Strong work ethic; work well in a fast-paced environment

• Proactive and sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines

• Self-starter and seeks to break the status-quo and initiate improvements where necessary

• Experience with managing/leading a team

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 (https://careers.jpmorgan.com/us/en/how-we-hire/faqs) for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.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.