Chase · 3 months ago
Vice President, Financial Planning and Analysis
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Mid, Senior Level
7+ years expChase is seeking a Vice President for their Global Corporate Banking Central Planning & Analysis team. This role involves leading financial planning efforts, collaborating with senior leaders, and delivering insights to drive business performance.
BankingFinancial Services
No H1B
Responsibilities
Participate in financial planning process, including budgeting, forecasting, and reporting of business financials; execute the annual planning and monthly forecast cycle, ensuring timely completion of deliverables and necessary documentation
Participate in earnings release activities and prepare materials for business reviews; collaborate with cross-functional teams to gather and analyze data, providing clear and actionable insights
Manage production of reports like EMR, Country packs and other such financial packets that are managed centrally
Provide key metrics to measure business performance against benchmarks; conduct ad-hoc analysis of business KPIs to identify trends and opportunities
Manage production and collation of product performance and key KPIs across business segments
Develop and deliver compelling presentations for senior management; exhibit strong communication skills to effectively convey financial insights and strategies
Lead the P&A effort on development and enhancements of reporting infrastructure across data systems, dashboards and other upcoming tools
Provide comprehensive support for integration efforts, including full migration to the new booking model and facilitating transitions with new tools and projects like WCP 2.0, HEP, Stitch Roster, and Project Harmony
Enhance controls and streamline processes using automation tools like Alteryx and Python
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
7+ years of work experience
Strong storytelling and presentation skills, with the ability to craft and deliver executive-level presentations
Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely
Advanced skills in Excel and PowerPoint
Inquisitive, enthusiastic, and diligent, capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Highly motivated and able to thrive under pressure and tight deadlines
Integrity in handling highly sensitive and confidential information
Team player with the ability to be respected as a trusted partner for the Business and Finance Team
Preferred
Preferably in Financial Services, with a strong accounting/controller background
Alteryx, Python, and Tableau skills are a plus
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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