Firmwide Forecast & Analysis - Vice President

JPMorgan Chase & Co.; Kentucky; On-site; USD 140,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Vice President in the Firmwide Forecast & Analysis team to advance budgeting, forecasting, and data modernization across Finance, Planning & Analysis, and Technology.

You will drive data quality, controls, and scalable platform capabilities to support strategic decision-making. You will lead efforts to improve data collection and reporting, partnering with global stakeholders to deliver reliable forecasting and performance insights across the firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical field.
• 7+ years of experience in finance, technology delivery, or related field.
• Experience leading cross-functional finance or data programs.
• Strong analytical, modeling, and presentation skills.
• Excellent verbal and written communication; able to explain complex topics clearly.
• Ability to manage multiple priorities and work with limited direction.

Responsibilities

• Lead budget and forecast data collection, aggregation, enrichment and reporting processes.
• Drive forecasting calculations and outputs for P&L, balance sheet, and capital forecasts.
• Design and enhance controls around data flows, outputs, and systems.
• Partner with Technology to modernize forecast platform infrastructure and self-service capabilities.
• Analyze current processes and architecture to identify automation and risk reduction opportunities.
• Lead cross-functional initiatives across Finance, P&A, and Technology with clear priorities.
• Support reporting and analytics providing insights on firmwide performance and forecasts.
• Drive improvements to forecasting processes and operating models for efficiency.

Skills

Cross-functional leadership

Financial modeling

Data analysis

Communication

Problem solving

Excel

Presentation skills

Education

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

Tools

Python

SQL

Databricks

Job description

Join the Firmwide Forecast & Analysis team and help drive the future of forecasting, financial reporting, and data modernization. You will partner across Finance, Planning & Analysis, and Technology teams to strengthen forecasting capabilities, improve data quality, and deliver scalable solutions that support strategic decision-making.

As a Firmwide Forecast & Analysis Vice President in the Corporate Financial Analysis team, you will support the firm’s budget and forecasting platform by driving data, process, controls, and technology initiatives that enhance the end-to-end forecasting ecosystem. You will lead efforts to improve data collection, reporting, controls, and platform capabilities while supporting financial performance and projection reporting across the firm. You will partner with Finance, Planning & Analysis, Technology, and global stakeholders to deliver scalable solutions, improve operational efficiency, and strengthen reporting reliability.

Job Responsibilities

• Lead the execution and continuous improvement of budget and forecast data collection, aggregation, enrichment, and reporting processes
• Drive delivery of forecasting calculations and outputs, including consolidated profit and loss, balance sheet, capital forecasts, and key business drivers
• Design, manage, and enhance controls surrounding data flows, model outputs, and systems used to support financial performance reporting and projections
• Partner with Technology teams to modernize forecast platform infrastructure, improve resiliency, and expand self-service capabilities for stakeholders
• Analyze current and future-state processes and application architecture to identify opportunities for automation, simplification, and reduced operational risk
• Lead cross-functional initiatives across Finance, Planning & Analysis, Technology, and global stakeholders by setting priorities, managing dependencies, and driving execution
• Support reporting and analytics that provide insights into firmwide financial performance and forecast results
• Drive enhancements to forecasting processes, controls, and operating models to improve efficiency and scalability
• Partner with stakeholders to ensure data quality, transparency, and consistency across forecasting and reporting processes

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, or a technical discipline
• 7 years of experience in finance, technology delivery, product ownership, or a related field
• Experience leading cross-functional initiatives and delivering large financial data or technology programs
• Strong analytical and problem-solving skills, including data gathering, modeling, analysis, and presentation of results
• Understanding of financial concepts and calculations used in financial reporting, forecasting, and performance analysis
• Strong verbal and written communication skills with the ability to explain complex topics clearly
• Ability to manage multiple priorities, execute under pressure, and work with limited direction
• Ability to partner effectively across Finance, Planning & Analysis, and Technology organizations
• Strong proficiency in Microsoft Excel, PowerPoint, and Word

Preferred Qualifications, Capabilities, and Skills

• Experience with data analytics and modeling tools such as Python, SQL, or R
• Familiarity with large-scale data platforms such as Databricks
• Experience with forecasting, forecast aggregation methodologies, or planning platforms

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 support or benefit, including optional practical training (OPT) or curricular practical training (CPT).