VP, Firmwide Forecast & Analysis - Strategic Insights

JPMorgan Chase & Co.; North Carolina; On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in North Carolina seeks a Vice President to lead Firmwide Forecast & Analysis initiatives, partnering with Finance, Planning & Analysis, and Technology to strengthen forecasting capabilities and data reliability.

The role focuses on budget/forecast data collection, reporting, and platform modernization, driving end-to-end improvements across the forecasting ecosystem and providing strategic insights to senior leadership.

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.
• 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
• Drive 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 thinking

Problem solving

Communication

Stakeholder collaboration

Project management

Education

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

Tools

Microsoft Excel

PowerPoint

Word

Python

SQL

R

Databricks

Job description

JPMorgan Chase & Co. in North Carolina seeks a Vice President to lead Firmwide Forecast & Analysis initiatives, partnering with Finance, Planning & Analysis, and Technology to strengthen forecasting capabilities and data reliability.

The role focuses on budget/forecast data collection, reporting, and platform modernization, driving end-to-end improvements across the forecasting ecosystem and providing strategic insights to senior leadership.