Treasury Planning & Analysis Transformation Leader

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 290,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Vice President to lead end-to-end Treasury planning, forecasting, and balance sheet management.

You will drive transformation across finance, data, and technology to improve efficiency, controls, and transparency, reporting to senior leaders. You will partner with planning and analysis teams to standardize processes, reduce manual effort, and deliver interim and target-state solutions with strong governance and auditable delivery across the

Qualifications

• 8+ years in Treasury/Finance with planning & analysis or product control.
• Experience leading change initiatives in a controlled finance environment.
• Strong knowledge of liquidity frameworks and forecasting processes.

Responsibilities

• Partner with planning and analysis teams to gather and define requirements.
• Identify opportunities to streamline end-to-end planning and analysis processes.
• Standardize data definitions and reporting outputs to improve data quality and governance.
• Design automation for forecasting, budgeting, and analytics across balance sheet topics.
• Translate requirements into clearly scoped deliverables and oversee delivery.

Skills

Treasury experience

Stakeholder management

Python

Tableau

Excel

PowerPoint

Data governance

Education

Bachelor’s degree in Finance or related

Tools

Tableau

Sigma

Python

Job description

JPMorgan Chase & Co. in New York is seeking a Vice President to lead end-to-end Treasury planning, forecasting, and balance sheet management.

You will drive transformation across finance, data, and technology to improve efficiency, controls, and transparency, reporting to senior leaders. You will partner with planning and analysis teams to standardize processes, reduce manual effort, and deliver interim and target-state solutions with strong governance and auditable delivery across the