Corporate Planning & Analysis, Vice President

Location: Plano, TX, United States

Job Family: Financial Analysis

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. We operate in more than 60 countries, creating innovative solutions that support businesses and communities. In our Corporate Planning & Analysis team, we drive strategic decision-making through rigorous financial analysis and planning. As a Vice President in Corporate Planning & Analysis based in Plano, TX, you will play a pivotal role in shaping the firm's financial strategy, supporting our commitment to excellence in the financial services industry. This position offers the opportunity to work on high-impact projects that influence business growth and operational efficiency in a collaborative, innovative environment. In this role, you will lead the development of financial models and forecasts that inform executive decisions at JPMorgan Chase. You will analyze complex datasets to uncover insights on performance trends, cost efficiencies, and revenue opportunities, while ensuring alignment with regulatory standards such as those from the Federal Reserve and SEC. Collaborating with teams across Finance, Treasury, and Business Lines, you will contribute to budgeting cycles, scenario planning, and ad-hoc analyses for strategic initiatives like digital transformation or market expansions. Your work will directly support JPMorgan Chase's goals of sustainable growth and risk mitigation in the competitive banking landscape. We seek a proactive professional who thrives in a fast-paced setting and brings deep expertise in financial planning. At JPMorgan Chase, you will have access to cutting-edge tools, mentorship from industry leaders, and opportunities for career advancement. Join us to make a meaningful impact on one of the world's most admired financial institutions, where your contributions help deliver superior value to clients and shareholders alike.

Key Responsibilities

• Develop and maintain comprehensive financial models to support corporate planning, budgeting, and forecasting initiatives
• Analyze financial performance metrics, identify trends, and provide strategic recommendations to senior management at JPMorgan Chase
• Collaborate with cross-functional teams across Finance, Risk, and Operations to ensure alignment on business objectives
• Prepare detailed reports and presentations for executive leadership, highlighting key financial insights and variances
• Support long-term strategic planning by evaluating investment opportunities and scenario analyses in the financial services sector
• Monitor and report on key performance indicators (KPIs) to drive operational efficiency and profitability
• Assist in the annual budgeting process, including variance analysis and mid-year re-forecasting
• Ensure compliance with internal controls, regulatory standards, and JPMorgan Chase's risk management frameworks
• Mentor junior analysts and contribute to process improvements in financial planning methodologies
• Participate in ad-hoc projects related to mergers, acquisitions, or market expansions within the banking industry

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 7-10 years of experience in corporate planning, financial analysis, or strategic finance within the financial services industry
• Advanced proficiency in financial modeling, forecasting, and budgeting processes
• Proven track record of managing complex financial datasets and delivering actionable insights to senior leadership
• Strong understanding of regulatory requirements and compliance standards in banking and financial services
• Experience with enterprise resource planning (ERP) systems such as SAP or Oracle
• Ability to thrive in a fast-paced, high-stakes environment with a focus on accuracy and attention to detail

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Prior experience at a major financial institution, preferably in corporate finance or planning roles
• Certification as a Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
• Familiarity with JPMorgan Chase's internal financial systems and processes
• Demonstrated leadership in cross-functional teams or project management

Required Skills

• Advanced Excel and financial modeling expertise
• Proficiency in data analytics tools like Tableau or Power BI
• Strong knowledge of SQL for querying financial databases
• Experience with ERP systems (e.g., SAP, Oracle)
• Excellent analytical and problem-solving abilities
• Superior communication and presentation skills
• Project management and organizational skills
• Attention to detail and accuracy in financial reporting
• Ability to handle confidential information with integrity
• Strategic thinking and business acumen in financial services
• Team collaboration and leadership qualities
• Adaptability to changing priorities in a dynamic banking environment
• Risk assessment and compliance awareness
• Forecasting and variance analysis techniques
• Interpersonal skills for stakeholder engagement

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, such as tuition reimbursement and access to JPMorgan Chase's learning platforms
• Employee stock purchase plan and other financial wellness programs
• On-site fitness centers, wellness programs, and mental health support services
• Flexible work arrangements, including hybrid options in Plano, TX

JP Morgan Chase is an equal opportunity employer.