VP, Treasury Planning & Analytics Transformation

JP Morgan Chase; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President to lead Planning and Analysis Transformation for Treasury, driving modernization of budgeting, forecasting, and management reporting.

You will partner with planning teams and technology partners 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, guiding delivery from requirements through testing and handover,

Qualifications

• 8+ years of relevant experience in Treasury / Finance, including planning & analysis, liquidity and balance sheet management, and related transformation work.
• 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.
• Strong understanding of liquidity frameworks (LCR, NSFR, stress liquidity).
• Experience with forecasting and budgeting processes, including management reporting.
• Familiarity with project management frameworks (e.g., Agile) and governance.
• Working knowledge of Python (or similar) for data analysis and automation; ability to apply AI to finance workflows.
• Experience with data visualization tools (Tableau or Sigma).
• Advanced Microsoft Excel and PowerPoint skills.
• Demonstrated risk and control mindset with auditability and data integrity.
• Strong written and verbal communication skills for senior audiences.

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 topics (including LCR, NSFR, and stress liquidity).
• Translate business, governance, and control requirements into clearly scoped deliverables.
• Lead delivery of the transformation roadmap, including scope, sequencing, milestones, and dependencies.
• Align stakeholders to support timely delivery that meets control requirements and sustains BAU.
• Oversee user acceptance testing, validation, and issue resolution prior to handover and production sign-off.
• Govern delivery through forums by tracking progress, risks, issues, and interdependencies with auditability.
• Escalate constraints, control risks, and decision points to support timely delivery.

Skills

Treasury & Finance expertise

Change management experience

Strong communication skills

Analytical mindset

Education

Bachelor's degree in Finance, Accounting, or related

Tools

Python

Tableau

Excel

PowerPoint

Agile

Job description

JPMorgan Chase & Co. in New York seeks a Vice President to lead Planning and Analysis Transformation for Treasury, driving modernization of budgeting, forecasting, and management reporting.

You will partner with planning teams and technology partners 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, guiding delivery from requirements through testing and handover,