Financial Analysis, Vice President - PXT Expense Programs

JPMorgan Chase; Columbus (OH); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase in Columbus, OH is seeking a Vice President for Financial Analysis within Product Experience Technology Expense Programs to lead financial reporting, forecasting, and profitability modelling. You will partner with FP&A teams, CFOs, and senior management to drive insights and strategic direction.

The role emphasizes developing dashboards, improving reporting capabilities, and delivering value-added analysis under tight deadlines.

Qualifications

• Bachelor's degree in Accounting or Finance or a related field.
• 7+ years of work experience in financial analysis.
• Advanced skills in Excel and PowerPoint.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Integrity in handling highly sensitive and confidential information.
• Team player who partners with Business, Finance, and FP&A teams.

Responsibilities

• Collaborating with CCB real estate strategy team and Financial teams to synthesize location strategy commitments.
• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
• Partnering with Financial teams to deliver short and long-term expense efficiency programs.
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhancing controls and streamlining processes, introducing automation where possible.

Skills

Advanced Excel

PowerPoint

Financial analysis

Executive communication

Collaboration

Data interpretation

Education

Bachelor's degree in Accounting or Finance

Tools

Alteryx

Visual Basic

Job description

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Vice President, Financial Analysis within Product Experience Technology Expense Programs, you would be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling. You will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.

Job responsibilities

• Collaborating with CCB real estate strategy team and Financial teams to synthesize location strategy commitments

• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics

• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

• Partnering with Financial teams to deliver short and long-term expense efficiency programs

• Helping design new reports and dashboards to efficiently deliver the financial results to senior management

• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills:

• Bachelor's degree in Accounting, Finance or a subject of a technical nature

• 7+ years of work experience in financial analysis

• Advanced skills in Excel and PowerPoint

• Inquisitive, enthusiastic and diligent, and capable of challenging peers

• Strong verbal and written communication skills with the ability to articulate complex issues clearly

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines

• Integrity in handling highly sensitive and confidential information

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

• Highly motivated self-starter with excellent time management/prioritization skills

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities, and skills:

• 7+ years experience in Financial Services, and/or accounting/controller background

• Experience with Alteryx, visual basic and other automation tools

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). This role is not eligible for relocation assistance.

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