VP of Financial Analytics & Insights

JPMorgan Chase; Plano (TX); On-site; USD 114,000 - 200,000; Full time

Job summary

JPMorganChase seeks a Vice President for CB Finance to lead segment analytics, budgeting and forecasting across regions, partnering with Segment Heads and Industry Managers. You will develop actionable insights and drive strategic finance initiatives, shaping the business through data-driven decisions.

This role emphasizes leadership, advanced analytics and effective storytelling with data, supporting monthly and quarterly reviews within a fast-paced commercial banking environment.

Qualifications

• Bachelor’s degree in Finance, Economics, or Accounting required.
• 7+ years of experience in Management Consulting, Corporate Finance, Planning & Analysis and/or Accounting.
• Experience in corporate financial analytics with an understanding of a Bank’s balance sheet, P&L and key drivers.
• Strong analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker.
• Excellent verbal & written communication and relationship management skills, strong executive presence, and ability to tell a story with data.
• Strong technical and analytical skills, including Excel, PowerPoint.
• Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately.
• Strong work ethic; work well in a fast-paced environment.
• Proactive and sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines.
• Self-starter and seeks to break the status-quo and initiate improvements where necessary.
• Experience with managing/leading a team.

Responsibilities

• Lead the dialogue with Segment Heads, Industry Managers, and senior stakeholders across the Commercial Bank to deliver actionable insights on segment performance, client trends, and forward-looking outlook.
• Develop and present clear, decision-oriented financial analysis (both qualitative and quantitative) tailored to segment/industries; support strategic initiatives and ad-hoc requests as need.
• Prepare presentation materials and financial analytics for financial reporting meetings, quarterly business reviews, and budget.
• Create, maintain and review financial models and analyses (both recurring and ad-hoc).
• Conduct deep dive analyses on key issues impacting clients/business to determine root cause and propose solutions.
• Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the 'so what, now what?' dialogue.
• Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support.

Skills

Analytical thinking

Communication skills

Strategic thinking

Team leadership

Multitasking

Education

Bachelor’s degree in Finance, Economics, or Accounting

Tools

Excel

PowerPoint

Job description

JPMorganChase seeks a Vice President for CB Finance to lead segment analytics, budgeting and forecasting across regions, partnering with Segment Heads and Industry Managers. You will develop actionable insights and drive strategic finance initiatives, shaping the business through data-driven decisions.

This role emphasizes leadership, advanced analytics and effective storytelling with data, supporting monthly and quarterly reviews within a fast-paced commercial banking environment.