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JP Morgan Chase

Runs a consumer bank and an investment bank

Firmwide Forecast & Analysis Vice President

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeColumbus, OH, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a technical discipline is required.
  • Seven years of experience in finance, technology delivery, product ownership, or a related field is required.
  • Experience leading cross-functional initiatives and delivering large financial data or technology programs is required.
  • Strong analytical and problem-solving skills, including data gathering, modeling, analysis, and presentation of results, are required.
  • An understanding of financial concepts and calculations used in financial reporting, forecasting, and performance analysis is required.
  • Strong verbal and written communication skills and the ability to explain complex topics clearly are required.
  • The ability to manage multiple priorities, execute under pressure, and work with limited direction is required.
  • The ability to partner effectively across Finance, Planning & Analysis, and Technology organizations is required.
  • Strong proficiency in Microsoft Excel, PowerPoint, and Word is required.
  • Authorization to work in the United States is required.

Responsibilities

  • Lead execution and continuous improvement of budget and forecast data collection, aggregation, enrichment, and reporting processes.
  • Drive delivery of forecasting calculations and outputs, including consolidated profit and loss, balance sheet, capital forecasts, and key business drivers.
  • Design, manage, and enhance controls around data flows, model outputs, and systems supporting financial performance reporting and projections.
  • Partner with Technology teams to modernize forecast platform infrastructure, improve resiliency, and expand self-service capabilities for stakeholders.
  • Analyze current- and future-state processes and application architecture to identify opportunities for automation, simplification, and reduced operational risk.
  • Lead cross-functional initiatives across Finance, Planning & Analysis, Technology, and global stakeholders by setting priorities, managing dependencies, and driving execution.
  • Support reporting and analytics that provide insights into firmwide financial performance and forecast results.
  • Drive enhancements to forecasting processes, controls, and operating models to improve efficiency and scalability.
  • Partner with stakeholders to ensure data quality, transparency, and consistency across forecasting and reporting processes.

Desired Qualifications

  • Experience with data analytics and modeling tools such as Python, SQL, or R.
  • Familiarity with large-scale data platforms such as Databricks.
  • Experience with forecasting, forecast aggregation methodologies, or planning platforms.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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