About this opportunity
JPMorgan Chase & Co. lists this Vice President – Planning & Analysis (P&A) Transformation opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Help reshape how Treasury plans, forecasts, and manages the balance sheet at scale. You will lead end-to-end change across finance, data, and technology to improve efficiency, control, and transparency. This role offers direct visibility to senior leaders and the chance to influence the firm’s most consequential balance sheet decisions. If you enjoy turning complex requirements into measurable outcomes, you will find real scope to grow here.
As a Vice President in the Planning and Analysis Transformation team, you lead initiatives that modernize and standardize Treasury planning, forecasting, budgeting, and management reporting. You partner with our planning and analysis teams and key stakeholders to reduce manual effort, improve data quality, and strengthen controls across critical Treasury disciplines. You help us translate business needs into clear interim and target-state solutions, and you guide delivery from requirements through testing and handover. You will work in a collaborative environment where we value curiosity, accountability, and well-controlled execution.
Job responsibilities
Partner with planning and analysis teams, liquidity analytics, controllers, lines of business, corporate Treasury, quantitative research, and technology to gather and define requirements
Identify opportunities to streamline end-to-end planning and analysis processes and reduce manual effort
Standardize data definitions and reporting outputs to improve data quality, consistency, and governance
Design automation for forecasting, budgeting, and analytics across balance sheet and liquidity topics (including liquidity coverage ratio, net stable funding ratio, and stress liquidity)
Translate business, governance, and control requirements into clearly scoped interim and target-state deliverables
Lead delivery of the transformation roadmap, including scope, sequencing, milestones, and critical dependencies
Align stakeholders to support timely delivery that meets control requirements and sustains business-as-usual processes
Oversee user acceptance testing, validation, and issue resolution prior to handover and production sign-off
Govern delivery through established forums by tracking progress, risks, issues, and interdependencies with auditability embedded throughout
Escalate constraints, control risks, and decision points to support stable and timely delivery
Required qualifications, capabilities, and skills
8+ years of relevant experience in Treasury / Finance, including Treasury planning & analysis, liquidity and balance sheet management, and/or product control, and experience in a closely related transformation role
Bachelor’s degree (or equivalent experience) in Finance, Accounting, or a related discipline
Experience leading change initiatives in a controlled finance environment, including process redesign, standardization, and automation delivery
Strong understanding of liquidity frameworks, including liquidity coverage ratio (LCR), net stable funding ratio (NSFR), and stress liquidity
Experience with forecasting and budgeting processes, including management reporting
Familiarity with project management frameworks (e.g., Agile) and structured delivery governance
Working knowledge of Python (or similar) for data analysis and automation; ability to apply emerging technologies (including AI where appropriate) to improve finance analysis and reporting workflows
Experience with data visualization tools (e.g., Tableau or Sigma)
Advanced Microsoft Excel and PowerPoint skills
Demonstrated risk and control mindset, with strong attention to auditability and data integrity
Strong written and verbal communication skills, including synthesizing complex information for senior audiences
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.