Strategic Treasury Planning & Analysis Transformation Lead

Fairygodboss; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President to lead Treasury planning, forecasting, budgeting, and management reporting transformations. You will drive end-to-end change across finance, data, and technology with visibility to senior leaders and hands-on delivery from requirements to handover.

Bring 8+ years in Treasury/Finance, strong data and analytics, process redesign, and automation experience. A Bachelor’s degree in Finance or related field is required.

Qualifications

• 8+ years of Treasury / Finance experience in planning, analysis, liquidity and balance sheet management.
• Experience leading change initiatives with process redesign and automation delivery.
• Strong knowledge of liquidity frameworks (LCR, NSFR, stress liquidity).

Responsibilities

• Lead end-to-end transformation of Treasury planning, forecasting, budgeting and reporting.
• Design automation for forecasting and analytics across balance sheet topics.
• Standardize data definitions and improve governance and controls.
• Translate requirements into clearly scoped deliverables and manage delivery roadmap.
• Oversee testing, validation, and production handover with stakeholders.

Skills

Treasury / Finance experience

Project management (Agile)

Python for data analysis

Communication skills

Education

Bachelor's degree in Finance or related

Tools

Tableau

Sigma

Excel

PowerPoint

Job description

JPMorgan Chase & Co. in New York seeks a Vice President to lead Treasury planning, forecasting, budgeting, and management reporting transformations. You will drive end-to-end change across finance, data, and technology with visibility to senior leaders and hands-on delivery from requirements to handover.

Bring 8+ years in Treasury/Finance, strong data and analytics, process redesign, and automation experience. A Bachelor’s degree in Finance or related field is required.