Vice President, Financial Planning and Analysis

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 $3.7 trillion and operations worldwide. As a Vice President in Financial Planning and Analysis for Global Corporate Banking’s Central P&A team, you will play a pivotal role in driving strategic financial initiatives that support the bank's corporate lending, treasury services, and advisory solutions. Based in our state-of-the-art facility in Plano, TX, this position offers the opportunity to contribute to high-impact projects within a dynamic team environment, leveraging cutting-edge financial tools to influence business outcomes in one of the world's largest banking institutions. In this role, you will lead complex financial modeling, forecasting, and variance analysis to guide executive decisions on resource allocation and growth strategies. Collaborating closely with senior leaders across Global Corporate Banking, you will develop comprehensive budgets, monitor performance against KPIs, and provide actionable insights to enhance profitability and operational efficiency. Your work will directly impact the bank's ability to serve multinational corporations, financial institutions, and public sector clients, ensuring alignment with JPMorgan Chase's commitment to innovation and client-centric solutions in a competitive financial landscape. We seek a strategic thinker with deep expertise in financial services to join our collaborative culture. At JPMorgan Chase, you will have access to unparalleled professional growth opportunities, including mentorship from industry leaders and exposure to diverse business lines. This position not only demands technical proficiency but also the ability to navigate regulatory complexities and foster cross-functional partnerships, making it ideal for a finance professional ready to advance their career in a prestigious global firm.

Key Responsibilities

• Lead the development of annual financial plans and long-term forecasts for Global Corporate Banking
• Conduct in-depth financial analysis to support strategic decision-making and business initiatives
• Collaborate with cross-functional teams to optimize resource allocation and cost management
• Prepare executive-level reports and presentations on financial performance metrics
• Monitor key performance indicators (KPIs) and provide variance analysis against budgets
• Drive process improvements in financial planning tools and methodologies
• Support M&A activities through financial due diligence and valuation modeling
• Ensure compliance with internal controls and regulatory standards in all financial reporting
• Mentor junior analysts and contribute to team development within the Central P&A group

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 7-10 years of experience in financial planning and analysis within the financial services industry
• Proven track record in strategic financial modeling and forecasting for corporate banking or similar sectors
• Strong proficiency in financial statement analysis and budgeting processes
• Experience with large-scale data analysis and reporting in a global banking environment
• CPA, CFA, or equivalent professional certification

Preferred Qualifications

• Advanced degree (MBA) in Finance or Business Administration
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of regulatory requirements in corporate banking (e.g., Basel III, Dodd-Frank)
• Familiarity with Global Corporate Banking products and services

Required Skills

• Advanced Excel and financial modeling expertise
• Proficiency in data analytics tools like Tableau or Power BI
• Strong understanding of SQL for querying financial databases
• Knowledge of ERP systems such as SAP or Oracle Financials
• Excellent analytical and problem-solving abilities
• Strategic thinking and business acumen in financial services
• Superior communication and presentation skills
• Project management and organizational skills
• Attention to detail and accuracy in financial reporting
• Ability to thrive in a fast-paced, high-pressure environment
• Team collaboration and leadership capabilities
• Familiarity with risk assessment and scenario planning
• Adaptability to evolving regulatory landscapes

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements, including hybrid options in Plano, TX

JP Morgan Chase is an equal opportunity employer.