Planning & Analysis- Expense and Headcount, Vice President

Next Frontier Capital; Plano (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Vice President in the Financial Planning & Analysis (FP&A) team to partner across the firm on budgeting, forecasting, and strategic analysis of expenses and headcount. You will deliver value-added financial reporting and drive profitability initiatives with senior leaders.

The role involves leading dashboard development, month-end closes, and cross-functional collaboration with CFOs and finance peers to enhance efficiency and decision making.

Qualifications

• Bachelor’s degree in Accounting or Finance or related field.
• 8+ years of work experience in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel, PowerPoint, Alteryx, and Python.
• Strong knowledge & experience of AI tools.
• Excellent communication and presentation abilities.
• Ability to analyze large data sets and present concise insights.

Responsibilities

• Budgeting, reporting, forecasting and analysis for expenses and headcount.
• Efficiency reporting and strategy including location strategy and analytics.
• Build business cases for initiatives and track performance metrics.
• Prepare presentations and provide financial analysis to senior management.
• Oversee month-end close, forecast updates and multi-year budgeting process.
• Perform variance analysis and explain changes to executives.

Skills

Excel

PowerPoint

Alteryx

Python

AI tools

Communication

Presentation

Storytelling

Education

Bachelor’s degree in Accounting or Finance

Tools

Alteryx

Python

Job description

As a Vice President in the Financial Planning and Analysis (FP&A) team for Expense and Headcount within FP&A, you will be 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.

You will be responsible for one of our key financial measures such as expenses, headcount, and profitability modelling, where 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:

• Financial budgeting, reporting, forecasting and analysis pertaining to direct expenses, indirect expenses and headcount
• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
• 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
• 8+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced skills in Excel, PowerPoint, Alteryx, and Python
• Strong functional knowledge & experience of AI tools
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
• 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
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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. Additional details about total compensation and benefits will be provided during the hiring process.

• 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

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.

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. Lead budgeting, reporting, and analysis to deliver executive insights, business cases, and improved dashboards with senior leaders.