Financial Analysis Vice President

About the role

You will have the opportunity to grow your career, develop new skills, and contribute to a culture that values teamwork, diversity, and continuous improvement. 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.

Responsibilities

• Lead the AM Central Planning and Analysis team.
• Act 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.

Requirements

• 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

• 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.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

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.