Strategic Finance Planning & Analysis - Vice President

JPMorgan Chase • Plano, TX • 7h ago

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a results-driven, strategic, and analytical professional supporting the Wholesale Lending Services (WLS) organization. In this high-impact role, you will ensure senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives. Collaborate with senior leaders across Finance, Product, Operations, Business Management, and Data & Analytics to drive impactful financial planning and analysis.

As a Business Manager Vice President within Wholesale Lending Services, you will lead budgeting, forecasting, financial reporting, and provide actionable insights to support business decision-making. You will partner with business leaders to drive financial performance, structure complex problems, design management reporting packages, and create executive-level presentations.

Job Responsibilities:

Lead annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.

Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.

Develop and maintain complex financial models for forecasting, scenario planning, and strategic decision-making.

Evaluate investment opportunities and prepare business cases to support capital allocation and strategic initiatives.

Conduct detailed variance analysis to explain financial results versus budget, forecast, and prior periods.

Serve as a trusted advisor to business leaders, providing financial guidance and supporting strategic initiatives.

Identify and implement process improvements to enhance FP&A efficiency and effectiveness.

Perform ad hoc financial analysis to support business decisions, investment evaluations, and special projects.

Required Qualifications, Skills, and Capabilities:

Bachelor's degree in Finance, Accounting, Business, or related field.

7 years of progressive experience in FP&A, financial analysis, or related roles.

Strong proficiency in Excel, PowerPoint, and financial modeling.

Excellent analytical, problem-solving, and organizational skills.

Strong verbal and written communication skills, with the ability to present complex information clearly to senior stakeholders.

Proven ability to work collaboratively across functions and build effective business partnerships.

High attention to detail and commitment to accuracy.

Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications, Skills, and Capabilities:

MBA, CPA, CFA, or similar qualifications.

Experience in financial services or prior FP&A experience.

Experience with data visualization tools (e.g., Tableau, Power BI).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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