Job Description Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings over varying scenarios.
As a Vice President in Financial Planning & Analysis, you will be supporting a new business unit - J.P. Morgan Private Client - which is focused on acquiring and deepening relationships with affluent clients. In this unique role, you will build financial infrastructure and reporting from the ground up to enable senior leadership to make informed strategic decisions that shape the business. J.P. Morgan Private Client will work across lines of business to bring the full breadth of J.P. Morgan Chase to our clients. You will work closely with the J.P. Morgan Private Client finance team and other finance and Financial Planning & Analysis teams from across the Consumer and Community Bank (CCB) and beyond.
Job responsibilities Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual line of business financial results Lead additional one-off and repeatable analyses as required by senior management Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Investor Relations) Support ad hoc projects as necessary Required qualifications, capabilities, and skills Bachelor's Degree in Accounting, Finance, Economics, or related field 6+ years professional experience in handling large amount of data, analyzing profit & loss, and balance sheet drivers Previous experience in a finance / planning role in banking or financial services Advanced Microsoft Office skills (Excel & PowerPoint in particular) Experience in the consolidation, review, analysis and presentation of Financials Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables Preferred qualifications, capabilities, and skills Experience with internal financial systems such as Essbase and Hyperion preferred Soft skills Excellent oral and written communication and relationship management skills Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary Candidates must be able to physically work in our Columbus, OH or New York, NY office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management. #LI-HYBRID
About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
