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JPMorganChase

Vice President, Financial Analysis - Offers & Shopping

Posted 6 Days Ago
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Hybrid
New York, NY, USA
Senior level
Hybrid
New York, NY, USA
Senior level
Lead FP&A for Offers & Shopping: drive forecasting, budgeting, long-range modeling, and executive reporting. Partner with business leaders to evaluate opportunities, monitor KPIs, ensure financial controls, improve reporting systems, and lead cross-functional initiatives to support strategic decisions.
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Join the Offers & Shopping Finance team within the Consumer & Community Banking Connected Commerce Finance organization at JPMorganChase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. Offers & Shopping is in a transformative stage and several strategies will be evaluated to determine the direction of the business. This will be an opportunity to collaborate with Offers & Shopping business leaders and make a lasting impact.

As a Financial Analysis Vice President in the Offers & Shopping Finance team, you will partner with business leaders to identify growth opportunities, manage risks, and support strategic decision-making through in-depth financial and market analysis. You will drive financial planning, forecasting, budgeting, and long-term modeling, and present clear and actionable financial reports and recommendations to senior management. Additionally, you will oversee the preparation and reconciliation of accounting and technical data, maintain and improve financial reporting systems, and champion process improvements and automation to enhance efficiency. In this role, you will have the opportunity to lead cross-functional initiatives, monitor key performance indicators, and ensure strong financial controls and compliance. You will also support and guide team members on special projects, fostering a culture of innovation, collaboration, and continuous improvement. 

Job responsibilities 

  • Drive the financial planning and analysis (FP&A) process for the Offers & Shopping business, including forecasting, budgeting, and long-range planning, ensuring alignment with overall business objectives. 
  • Serve as a strategic business partner to senior leadership, proactively identifying opportunities and risks, and recommending actionable strategies to drive growth, profitability, and operational efficiency. 
  • Develop and present executive-level materials, ensuring that financial insights, business cases, and recommendations are clear, compelling, and tailored to senior stakeholders. 
  • Lead cross-functional initiatives to evaluate and implement new business opportunities, leveraging market research, competitive analysis, and financial modeling to inform decision-making. 
  • Establish and monitor key performance indicators (KPIs), providing regular updates and insights to leadership to support data-driven decision-making and continuous improvement. 
  • Champion a culture of innovation and continuous improvement within the team, encouraging new ideas and approaches to maximize revenue and optimize financial performance. 
  • Ensure robust financial controls and compliance, partnering with risk, audit, and other control functions as needed to maintain the integrity of financial processes and reporting. 
  • Represent the Offers & Shopping Finance team in cross-business forums, working groups, and strategic projects, acting as a key point of contact for finance-related matters. 
  • Foster strong relationships with internal and external stakeholders, effectively communicating complex financial concepts and influencing outcomes at all levels of the organization. 

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 6+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting/Controller or similar fields.
  • Experience with developing business cases
  • Advanced skills in Excel and PowerPoint 
  • Proficiency with data mining/gathering and manipulation of data sets 
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly 
  • Ability to create ad hoc reporting for senior management and proven track record for executing on special projects / assignments, often with little lead time or information 
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams 
  • Self-starter with excellent time management/prioritization skills, strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
HQ

JPMorganChase New York, New York, USA Office

270 Park Avenue, New York, NY, United States, 10017-2014

JPMorganChase New York, New York, USA Office

4 Metrotech Center, New York, NY, United States, 11201

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