Financial Planning and Analytics Solutions, Client Reporting - Vice President

Next Frontier Capital; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY seeks a Vice President in the Central Planning & Analysis team of CIB to deliver client and financial analytics for senior management decision-making.

You will work with Finance, Business, and Data teams to develop scalable analytics and reporting. Role requires deep quantitative skills, experience with large datasets, and the ability to translate data into actionable insights for senior leaders.

Qualifications

• 6+ years in finance/analytics within financial services.
• Strong analytical and problem-solving skills with attention to detail.
• Experience with large datasets and translating data into insights.
• Advanced Excel skills to manage and transform structured data.
• Knowledge of Python, SQL, Alteryx or similar for data querying.
• Excellent written and verbal communication with stakeholders.

Responsibilities

• Deliver client and financial analytics to support senior forums, including regular reporting and ad hoc requests.
• Structure and organize datasets to ensure consistency and usability across reporting outputs.
• Improve and streamline reporting processes to enable more scalable and efficient delivery.
• Partner with stakeholders across Finance, Business, and Data teams to align on definitions, outputs, and priorities.
• Validate and interpret results to ensure accuracy and provide clear, actionable insights.
• Support ongoing initiatives to enhance analytics capabilities and expand coverage.

Skills

Advanced Excel

SQL

Python

Alteryx

Data storytelling

Stakeholder communication

Education

Bachelor's degree in finance/analytics

Tools

SQL

Python

Alteryx

Job description

Join the Central Planning & Analysis Team within Commercial & Investment Bank (CIB) for an exciting opportunity and a high visibility role to work with data, deliver financial insights and partner with senior leaders.

As a Vice President within the Central Planning & Analysis team, you will play a key role in delivering client and financial analytics that support senior management decision-making across the CIB. You will work across Finance, Business, and Data teams to develop consistent, scalable analytics and reporting. You will be utilizing strong analytical skills to work with large datasets and translate data into clear business insights. Over time, you will help enhance how analytics are structured and delivered across the organization.

Job Responsibilities

• Deliver client and financial analytics to support senior forums, including regular reporting and ad hoc requests
• Structure and organize datasets to ensure consistency and usability across reporting outputs
• Improve and streamline reporting processes to enable more scalable and efficient delivery
• Partner with stakeholders across Finance, Business, and Data teams to align on definitions, outputs, and priorities
• Validate and interpret results to ensure accuracy and provide clear, actionable insights
• Support ongoing initiatives to enhance analytics capabilities and expand coverage

Required Qualifications, Capabilities, and Skills

• 6+ years of experience in finance, analytics, or related roles within financial services
• Strong analytical and problem-solving skills, with attention to detail
• Experience working with large datasets and translating data into business insights
• Advanced Excel skills (ability to manage and transform structured datasets)
• Working knowledge of data tools (e.g., Python, SQL, Alteryx, or similar) to query data and support basic automation
• Ability to communicate clearly and effectively with both technical and non-technical stakeholders

Preferred Qualifications, Capabilities, and Skills

• Experience within Commercial & Investment Banking
• Familiarity with querying large datasets in environments such as Databricks or similar platforms
• Experience improving or automating reporting workflows using practical tools (e.g., Excel-based automation, Python, Alteryx)
• Ability to operate across teams and manage multiple priorities in a fast-paced environment

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).

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 for more information about requesting an accommodation.

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

Deliver client and financial analytics that support senior management decision-making across Commercial & Investment Bank