Vice President - Financial Analysis
JPMorgan Chase · Posted Oct 7
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Planning and Analysis team coordinates budgeting, forecasting, and management reporting for senior leadership. Financial Planning and Analysis is responsible for the short- and long-term projection of earnings and capital across varying economic scenarios, partnering closely with groups across lines of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver high-impact analytics and materials supporting firmwide decision-making, including Net Interest Income and Net Interest Margin analytics and balance sheet reporting.
What you will do
- Prepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, quarterly earnings, spot and average balance sheet, and business performance drivers
- Produce financial updates and supporting materials for the Board, Operating Committee, and regulators
- Deliver Net Interest Income (NII) and Net Interest Margin (NIM) analytics and related performance insights
- Execute planning and reporting processes with emphasis on accuracy and timeliness against prescribed timetables and calendars
- Analyze line of business business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with lines of business and corporate functions, including External Reporting, Investor Relations, and Corporate Finance and Analysis
- Support ad-hoc projects as necessary
- Consolidate, review, analyze, and present financial results to stakeholders through clear narratives and structured materials
Skills used in this role
What the employer is looking for
- Bachelor’s degree in Accounting, Finance, Economics, or related field
- 6+ years of professional experience handling large amounts of data and analyzing profit and loss and balance sheet drivers
- Advanced Microsoft Office skills, including Excel and PowerPoint
- Experience in the consolidation, review, analysis, and presentation of financials
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented with ability to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter driven to excel, challenge the status quo, and initiate improvements where necessary
Preferred qualifications
- Previous experience in a finance or planning role in banking or financial services
- Experience with internal financial systems such as Essbase and Hyperion
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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