Vice President, Central Planning & Analysis (P&A) and Transformation

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

Job summary

JPMorgan Chase in New York, NY seeks a Vice President for Central Planning & Analysis to modernize how Finance delivers insight and control. You will own monthly deliverables, analyze expense performance, and translate complex results into executive-ready commentary, while guiding governance, documentation and automation initiatives.

You will partner with Finance, Data and Technology to implement governed reporting and automated controls, advancing the team’s move from spreadsheets to

Qualifications

• 5+ years in Finance, planning and analysis or related fields.
• Experience with month-end reporting, forecasting and budgeting.
• Ability to automate finance processes and reduce spreadsheet use.
• Advanced spreadsheet and BI tools experience.
• Ability to communicate clearly to senior stakeholders.

Responsibilities

• Manage key components of monthly expense reporting and corporate submission.
• Analyze actual, forecast and budget results to identify drivers, trends, risks and opportunities.
• Lead budgeting, forecasting, month-end reporting and long-term planning.
• Produce clear management commentary for executive-level insights.
• Maintain and enhance categorized expense reporting across drivers.
• Coordinate Finance inputs, mappings, allocations and reporting dependencies.
• Perform reconciliations, variance analysis and data validation.
• Identify opportunities to simplify, standardize and automate manual processes.
• Translate Finance needs into data, reporting and technology requirements.
• Partner with Finance, Data and Technology teams to implement governed reporting solutions.
• Support testing, parallel validation, documentation and implementation of new processes.

Skills

Finance experience

Forecasting

Variance analysis

Data analysis

Communication

Tools

Sigma

Databricks

SQL

Tableau

Power BI

Job description

Help modernize how Finance delivers insight and control at scale. This role pairs high-visibility planning and expense reporting with a key focus on transforming manual, spreadsheet-heavy processes into automated, data-driven reporting. You will translate complex financial results into clear stories that support senior decision-making. You will partner with Finance, Data and Technology teams to implement governed solutions that improve speed, accuracy and transparency. If you enjoy improving processes and learning new tools, you will find meaningful opportunities to make an impact.

As a Vice President in Central Planning & Analysis, a core Finance function within JPM’s Commercial & Investment Bank (CIB), you will play a key role in delivering the financial insights and reporting that support strategic decision-making, business performance management, and resource allocation. You will lead core monthly Finance deliverables, analyze expense performance and key drivers, and translate complex financial information into clear management commentary and actionable insights. You will also help advance the team’s transformation agenda, moving from manual processes toward more automated, controlled, and data-driven reporting while strengthening governance, documentation, and audit readiness through sustainable process design. We welcome candidates from banking and other industries who bring strong Finance and transformation experience and are comfortable learning new tools, processes, and ways of working.

Job responsibilities

• Manage key components of monthly expense reporting and corporate submission processes, ensuring timely, accurate and controlled delivery.
• Analyze actual, forecast and budget results to identify key drivers, trends, risks and opportunities.
• Lead consolidated budgeting, forecasting, month-end reporting and long-term planning, partnering with Markets, Banking and other teams to develop projections and deliver actionable insights.
• Produce clear management commentary that translates detailed results into concise, executive-level insights.
• Maintain and enhance categorized expense reporting across structural, investment and volume or revenue-related expense drivers.
• Coordinate Finance inputs, mappings, allocations, adjustments and reporting dependencies across partners.
• Perform reconciliations, variance analysis and data validation, investigating differences across financial sources and reporting outputs.
• Identify and execute opportunities to simplify, standardize and automate manual processes and controls, reducing reliance on spreadsheets.
• Translate Finance business needs into clear data, reporting and technology requirements.
• Partner with Finance, Data and Technology teams to implement governed reporting solutions, automated controls and exception-based monitoring.
• Support testing, parallel validation, documentation and implementation of new processes and reporting capabilities.

Required qualifications, capabilities, and skills

• At least 5 years of experience in Finance, planning and analysis, financial planning and analysis, business management, expense management or management reporting.
• Demonstrated knowledge of month-end reporting, forecasting, budgeting and variance analysis.
• Demonstrated experience improving, redesigning or automating Finance processes, including reducing manual spreadsheet-based workflows.
• Advanced spreadsheet skills and experience using analytics, reporting, visualization or business intelligence tools.
• Demonstrated ability to work with large datasets, understand data flows and business rules, and investigate reporting differences independently.
• Experience translating Finance requirements for Data or Technology partners.
• Demonstrated control mindset, including governance, documentation, reconciliations and auditability.
• Demonstrated ability to communicate clearly in writing and verbally, including presenting to senior stakeholders.
• Demonstrated ability to manage recurring deliverables and transformation priorities in a fast-paced environment.

Preferred qualifications, capabilities and skills

• Experience with Sigma, Databricks, Structured Query Language, Tableau, Power BI or comparable platforms.
• Experience building automated, governed reporting or exception-based monitoring to replace manual spreadsheet processes.
• Experience in the Commercial and Investment Bank, Markets, Banking or another complex financial-services organization.
• Clear written and verbal communication skills, including experience presenting to senior stakeholders.
• Ability to manage recurring deliverables and transformation 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).