Vice President – Planning & Analysis (P&A) Transformation

Socket.dev; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President to lead end-to-end transformation of Treasury planning, forecasting, budgeting, and management reporting.

You will partner with planning and analysis teams to reduce manual effort, improve data quality, and strengthen controls across critical Treasury disciplines. You will translate business needs into interim and target-state solutions, guide delivery from requirements through testing and handover, and oversee governance to ensure timely,

Qualifications

• 8+ years of Treasury/Finance experience including planning & analysis, liquidity and balance sheet management, or product control.
• Bachelor’s degree (or equivalent) in Finance, Accounting, or related discipline.
• Experience leading change initiatives in a controlled finance environment with process redesign, standardization, and automation delivery.
• Strong understanding of liquidity frameworks (LCR, NSFR, stress liquidity).
• Experience with forecasting and budgeting processes and management reporting.
• Familiarity with Agile and structured governance for delivery.
• Working knowledge of Python (or similar) for data analysis and automation; ability to apply emerging technologies to finance workflows.
• Experience with data visualization tools (Tableau or Sigma) and advanced Excel/PowerPoint skills.
• Strong written and verbal communication for senior audiences.

Responsibilities

• Lead end-to-end change across finance, data, and technology to modernize Treasury planning and reporting.
• Partner with planning and analysis teams and stakeholders to reduce manual effort and improve data quality.
• Standardize data definitions and reporting outputs for governance and consistency.
• Design automation for forecasting, budgeting, and analytics across balance sheet topics.
• Translate requirements into interim and target-state deliverables; oversee the transformation roadmap and milestones.
• Govern delivery through forums; track risks, issues, interdependencies with auditability.
• Ensure timely delivery with strong controls and auditable processes.

Skills

Treasury planning & analysis

Liquidity frameworks

Forecasting & budgeting

Agile / project governance

Data analysis

Python or data automation

Tableau / Sigma

Excel & PowerPoint advanced

Communication to senior leaders

Education

Bachelor’s degree in Finance/Accounting or related

Tools

Python

Tableau

Sigma

Excel

PowerPoint

Job description

Help reshape how Treasury plans, forecasts, and manages the balance sheet at scale. You will lead end-to-end change across finance, data, and technology to improve efficiency, control, and transparency. This role offers direct visibility to senior leaders and the chance to influence the firm’s most consequential balance sheet decisions. If you enjoy turning complex requirements into measurable outcomes, you will find real scope to grow here.

As a Vice President in the Planning and Analysis Transformation team, you lead initiatives that modernize and standardize Treasury planning, forecasting, budgeting, and management reporting. You partner with our planning and analysis teams and key stakeholders to reduce manual effort, improve data quality, and strengthen controls across critical Treasury disciplines. You help us translate business needs into clear interim and target-state solutions, and you guide delivery from requirements through testing and handover. You will work in a collaborative environment where we value curiosity, accountability, and well-controlled execution.

Job responsibilities

• Partner with planning and analysis teams, liquidity analytics, controllers, lines of business, corporate Treasury, quantitative research, and technology to gather and define requirements
• Identify opportunities to streamline end-to-end planning and analysis processes and reduce manual effort
• Standardize data definitions and reporting outputs to improve data quality, consistency, and governance
• Design automation for forecasting, budgeting, and analytics across balance sheet and liquidity topics (including liquidity coverage ratio, net stable funding ratio, and stress liquidity)
• Translate business, governance, and control requirements into clearly scoped interim and target-state deliverables
• Lead delivery of the transformation roadmap, including scope, sequencing, milestones, and critical dependencies
• Align stakeholders to support timely delivery that meets control requirements and sustains business-as-usual processes
• Oversee user acceptance testing, validation, and issue resolution prior to handover and production sign-off
• Govern delivery through established forums by tracking progress, risks, issues, and interdependencies with auditability embedded throughout
• Escalate constraints, control risks, and decision points to support stable and timely delivery

Required qualifications, capabilities, and skills

• 8+ years of relevant experience in Treasury / Finance, including Treasury planning & analysis, liquidity and balance sheet management, and/or product control, and experience in a closely related transformation role
• Bachelor’s degree (or equivalent experience) in Finance, Accounting, or a related discipline
• Experience leading change initiatives in a controlled finance environment, including process redesign, standardization, and automation delivery
• Strong understanding of liquidity frameworks, including liquidity coverage ratio (LCR), net stable funding ratio (NSFR), and stress liquidity
• Experience with forecasting and budgeting processes, including management reporting
• Familiarity with project management frameworks (e.g., Agile) and structured delivery governance
• Working knowledge of Python (or similar) for data analysis and automation; ability to apply emerging technologies (including AI where appropriate) to improve finance analysis and reporting workflows
• Experience with data visualization tools (e.g., Tableau or Sigma)
• Advanced Microsoft Excel and PowerPoint skills
• Demonstrated risk and control mindset, with strong attention to auditability and data integrity
• Strong written and verbal communication skills, including synthesizing complex information for senior audiences

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).

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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

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 ourFAQsfor 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.