VP, Firmwide Forecast & Analysis

JPMorganChase; Columbus (OH); On-site; USD 140,000 - 210,000; Full time

Job summary

JPMorganChase invites a Firmwide Forecast & Analysis Vice President to lead forecasting, financial reporting, and data modernization. You will partner with Finance, Planning & Analysis, and Technology to strengthen data quality, controls, and scalable solutions that support strategic decision-making across the firm.

In this role you will drive budget and forecast data processes, deliver consolidated P&L and balance sheet forecasts, and collaborate with global stakeholders to improve platform

Qualifications

• Bachelor's degree in Accounting, Finance, or a technical discipline.
• 7 years of experience in finance, technology delivery, product ownership, or a related field.
• Experience leading cross-functional initiatives and delivering large financial data or technology programs.
• Strong analytical and problem-solving skills, including data gathering, modeling, analysis, and presentation of results.
• Understanding of financial concepts and calculations used in financial reporting, forecasting, and performance analysis.
• Strong verbal and written communication skills with the ability to explain complex topics clearly.
• Ability to manage multiple priorities, execute under pressure, and work with limited direction.
• Ability to partner effectively across Finance, Planning & Analysis, and Technology organizations.
• Strong proficiency in Microsoft Excel, PowerPoint, and Word.

Responsibilities

• Lead the execution and continuous improvement of budget and forecast data collection, aggregation, enrichment, and reporting processes.
• Drive delivery of forecasting calculations and outputs, including consolidated profit and loss, balance sheet, capital forecasts, and key business drivers.
• Design, manage, and enhance controls surrounding data flows, model outputs, and systems used to support financial performance reporting and projections.
• Partner with Technology teams to modernize forecast platform infrastructure, improve resiliency, and expand self-service capabilities for stakeholders.
• Analyze current and future-state processes and application architecture to identify opportunities for automation, simplification, and reduced operational risk.
• Lead cross-functional initiatives across Finance, Planning & Analysis, Technology, and global stakeholders by setting priorities, managing dependencies, and driving execution.
• Support reporting and analytics that provide insights into firmwide financial performance and forecast results.
• Driver enhancements to forecasting processes, controls, and operating models to improve efficiency and scalability.
• Partner with stakeholders to ensure data quality, transparency, and consistency across forecasting and reporting processes.

Skills

Cross-functional leadership

Analytical skills

Communication

Prioritization

Finance concepts

Data analysis

Education

Bachelor's degree in Accounting, Finance, or a technical discipline

Tools

Microsoft Excel

PowerPoint

Word

Python

SQL

R

Databricks

Job description

JPMorganChase invites a Firmwide Forecast & Analysis Vice President to lead forecasting, financial reporting, and data modernization. You will partner with Finance, Planning & Analysis, and Technology to strengthen data quality, controls, and scalable solutions that support strategic decision-making across the firm.

In this role you will drive budget and forecast data processes, deliver consolidated P&L and balance sheet forecasts, and collaborate with global stakeholders to improve platform