VP, FP&A: Expense & Headcount Strategy & Forecasting

JPMorgan Chase & Co.; Plano (TX); On-site; USD 170,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Vice President for FP&A to lead budgeting, forecasting, and financial analysis across expenses and headcount.

You will partner with the business to deliver insights, build dashboards, and provide strategic direction to reduce costs and improve profitability. Responsibilities include consolidating results, presenting to senior management, and mentoring FP&A teams.

Qualifications

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature.
• 8+ years of work experience in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel, PowerPoint, Alteryx, and Python.
• Strong functional knowledge & experience of AI tools.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Responsibilities

• Financial budgeting, reporting, forecasting and analysis pertaining to direct expenses, indirect expenses and headcount
• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Skills

Analytical thinking

Financial modeling

Leadership

Time management under deadlines

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

PowerPoint

Alteryx

Python

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Vice President for FP&A to lead budgeting, forecasting, and financial analysis across expenses and headcount.

You will partner with the business to deliver insights, build dashboards, and provide strategic direction to reduce costs and improve profitability. Responsibilities include consolidating results, presenting to senior management, and mentoring FP&A teams.