Finance & Business Management, Vice President
Company: JPMorgan Chase & Co.
Location: Plano
Posted on: April 1, 2026
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Job Description:
Description Join JP Morgan's Asset & Wealth Management Finance
and Business Management team as a Vice President in Plano, TX, and
play a pivotal role in driving financial strategy and performance
analysis. Be the key link between regional teams and strategic
partners, and make a significant impact on our business success As
a Vice President in the Asset & Wealth Management Finance and
Business Management (“AWM F&BM”) team, you will report directly
to the Global Private Bank (GPB) Planning and Analysis Lead. As the
GPB Central P&A Lead, you will play a pivotal role in
coordinating across the regional and India based Finance teams,
performing analysis of financial/business metrics, delivery of
management reporting, enhancement of reporting initiatives and
development of ad-hoc business performance analysis. You will also
act as a key conduit between the regional teams and partners in the
GPB/AWM P&A, Treasury, Strategy teams as well as the Product
CFO organization. Job responsibilities Serve as the consolidated
P&A lead for Global Private Bank Drive long-range planning and
modeling to drive ROE growth Weekly monitoring of GPB business
results with reporting to the leadership team Support dashboard
reporting and ad hoc analysis to support decision making Prepare
budget materials and lead annual budget process with partners
across GPB, highlighting key risks and opportunities Working
closely with Strategy team to prepare business performance reviews
Understand key performance indicators (KPIs) across different parts
of businesses and help develop new ways to monitor financial
performance Partner with our India based teams to prepare and
oversee the production of accurate and timely financial reports and
presentations Effectively communicate financial insights to
stakeholders across the organization Improve and modernize the
current reporting package using Analytical tools such as Alteryx,
Tableau, and ThoughtSpot Set monthly reviews with business leaders
and senior stakeholders to effectively communicate findings and
recommendations Required qualifications, capabilities, and skills
Bachelor's Degree in Accounting, Finance, Economics, or related
field 6 years professional experience Advanced Microsoft Office
skills (Excel & PowerPoint in particular) Experience in the
consolidation, review, analysis and presentation of Financials
Exceptional analytical, problem solving, critical thinking and
project management skills with a proven track record of execution
against deliverables Excellent oral and written communication and
relationship management skills Detail-oriented and able to
multi-task in a fast paced environment with frequently changing
priorities and to meet deadlines under pressure Self-starter who is
driven to excel in all aspects of their role and seeks to break the
status-quo and initiate improvements where necessary Preferred
qualifications, capabilities, and skills Experience in handling
large amount of data, analyzing P&L and balance sheet drivers
preferred Previous experience in a finance / planning role in
banking or financial services strongly preferred Experience with
internal financial systems such as Essbase and Hyperion
preferred
Keywords: JPMorgan Chase & Co., Fort Worth , Finance & Business Management, Vice President, Accounting, Auditing , Plano, Texas
