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· Financial Analysis

Financial Analysis Vice President

JPMorgan Chase

Senior · 5+ yrsOn-site · New York, NY, United StatesListed 27d ago
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Experience Senior · 6+ yrs (5+ years)

About the role

structured by ORI

Make a meaningful impact in Asset Management as a Vice President in Central Planning & Analysis, leading priorities and performance. You will have the opportunity to grow your career, develop new skills, and contribute to a culture that values teamwork, diversity, and continuous improvement.

What you will do

  • Lead the AM Central Planning and Analysis team
  • Deliver as the ‘strategic’ finance partner managing senior stakeholder relationships, and driving AMOC and senior management presentations and materials - showcasing trends and opportunities for Asset Management business growth
  • Coordinate with the wider AM FBM team in all aspects relating to our forecast and budget, including revenues, expenses, asset flows and headcount
  • Perform variance analysis and present commentary to senior managers, explaining changes from prior forecasts and budgets.
  • Report on and monitor key metrics, drive data quality initiatives, and help define future needs for the product area.

What they are looking for

  • Degree in Accounting, Finance, or a technical subject.
  • Relevant experience in Financial Services or accounting/controller roles.
  • Advanced skills in Excel and PowerPoint.
  • Proficiency in data mining, gathering, and manipulation of data sets.
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
  • Ability to create ad hoc reporting for senior management.
  • Proven track record of executing special projects or assignments with limited lead time.
  • Highly motivated and able to thrive under pressure and tight deadlines.
  • Team player respected as a trusted partner for Business, Finance, and FP&A teams.
  • Excellent time management and prioritization skills.
  • Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Nice to have

  • Experience in Asset Management metrics and business drivers.
  • Experience leading teams across multiple locations.
  • Experience with automation and process improvement initiatives.
  • Familiarity with dashboard and reporting tools (e.g., Tableau, Power BI).
  • Experience presenting to senior management and executive stakeholders.
  • Ability to drive data quality and continuous improvement initiatives.
  • Inquisitive, enthusiastic, and diligent, capable of challenging peers constructively.

Before you apply

  • Must be authorized to work in the United States.
ExcelPowerPointData MiningVariance AnalysisBudgetingForecastingTableauPower BI
Full posting text

Make a meaningful impact in Asset Management as a Vice President in Central Planning & Analysis, leading priorities and performance.

You will have the opportunity to grow your career, develop new skills, and contribute to a culture that values teamwork, diversity, and continuous improvement. Join us and help deliver results that matter for our business and clients.

As a Vice President in the Central Planning & Analysis Team within Asset Management, you will lead a dynamic group focused on supporting key business priorities and driving financial performance. You will coordinate budgeting and forecasting, deliver insightful analysis to stakeholders, and develop new reporting capabilities. You will work closely with senior management, helping us understand trends and opportunities, and play a vital role in enhancing our processes. Your expertise will help us build a collaborative, innovative, and inclusive team environment.

Job Responsibilities

Lead the AM Central Planning and Analysis team

Deliver as the ‘strategic’ finance partner managing senior stakeholder relationships, and driving AMOC and senior management presentations and materials - showcasing trends and opportunities for Asset Management business growth

Coordinate with the wider AM FBM team in all aspects relating to our forecast and budget, including revenues, expenses, asset flows and headcount

Perform variance analysis and present commentary to senior managers, explaining changes from prior forecasts and budgets.

Report on and monitor key metrics, drive data quality initiatives, and help define future needs for the product area.

Develop and track performance metrics, create presentations, and deliver analysis to stakeholders.

Design new reports and dashboards to effectively communicate analysis to senior management.

Enhance controls and streamline processes, introducing automation where possible.

Respond to ad hoc requests from the wider Asset Management business and JPMorganChase franchise.

Required qualifications, capabilities, and skills

Degree in Accounting, Finance, or a technical subject.

Relevant experience in Financial Services or accounting/controller roles.

Advanced skills in Excel and PowerPoint.

Proficiency in data mining, gathering, and manipulation of data sets.

Strong verbal and written communication skills, with the ability to articulate complex issues clearly.

Ability to create ad hoc reporting for senior management.

Proven track record of executing special projects or assignments with limited lead time.

Highly motivated and able to thrive under pressure and tight deadlines.

Team player respected as a trusted partner for Business, Finance, and FP&A teams.

Excellent time management and prioritization skills.

Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills

Experience in Asset Management metrics and business drivers.

Experience leading teams across multiple locations.

Experience with automation and process improvement initiatives.

Familiarity with dashboard and reporting tools (e.g., Tableau, Power BI).

Experience presenting to senior management and executive stakeholders.

Ability to drive data quality and continuous improvement initiatives.

Inquisitive, enthusiastic, and diligent, capable of challenging peers constructively.

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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JPMorgan Chase

Financial Services

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an

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