Global Tech Finance Planning & Analysis Lead - Vice President

Join the Firmwide Technology Financial Planning & Analysis (FP&A) organization to lead analytics which shape a $20B technology investment portfolio.


As a Global Tech Analytics Lead within the Technology FP&A team, you will architect data - driven insights, elevate continuous planning, and deliver CFO/CIO - ready narratives that influence high - profile funding and prioritization decisions across the Firm. You will build repeatable intelligence, modernize our financial framework, and serve as a consultative partner to senior leaders on core and topical challenges.

Job responsibilities

• Connect spend patterns to product health and unit economics (cost - to - serve, contribution margin) to inform portfolio trade - offs and decommission/scale decisions. Build price/volume/mix and run - change walks to explain variance drivers and elevate decision velocity for senior stakeholders.
• Analyze product expense trends and link them to adoption, reliability, and customer outcomes; curate portfolio characteristics and heatmaps that prioritize strategic bets while safeguarding critical run services.
• Play a key role in developing, analyzing and enhancing continuous planning methodologies and assumptions with a goal of reducing forecast error and compressing re - forecast cycle times.
• Apply corporate finance rigor (WACC, NPV/IRR, payback) to investment evaluations and re - sequencing; design base/downside/strategic scenarios to optimize capital allocation across the tech portfolio.
• Drive cloud cost optimization and embed FinOps insights into product P&Ls and planning baselines.
• Industrialize repeatable processes using Python/SQL/Alteryx and other tools for intelligence generation, driving efficiency, reducing errors, and maximizing speed to actionable insights. Build executive dashboards (e.g., Tableau) with scenario toggles and drill - downs to speed insights from data to decision.
• Deliver concise, well - structured readouts for CFO/CIO forums and capital committees, synthesizing analytics into clear calls to action. Operate as an internal consultant-align diverse stakeholders, manage dependencies, and drive outcomes in a fast - paced environment.

Required qualifications, capabilities, and skills

• 8+ years in data analytics within financial services, investment banking, consulting or strategy, with demonstrated impact on technology finance decisions
• Strong written and verbal communication, including debate of complex topics with senior stakeholders and creation of high - impact presentations.
• Relevant depth in at least two key content areas: product economics and unit cost models, cost of capital and scenario modeling for tech investments, cloud FinOps and Technology Business Management (TBM) -aligned cost transparency, driver - based and continuous planning, corporate finance for technology portfolios or CFO/CIO - ready storytelling and executive readouts
• Quantitatively focused undergraduate and/or graduate degree or other demonstrated quantitative and analytical ability
• Demonstrated ability to quickly internalize complex concepts, connect data to business context, and solve problems in cross - functional teams
• You will be self-motivated, thrive in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value
• Experience with analytics and data-wrangling tools such a Python, SAS, SQL, and Alteryx

Preferred qualifications, capabilities, and skills

• Highly self - motivated; thrives amid shifting priorities and ambiguous problem spaces.
• Intermediate Excel with structured, traceable analysis and prototyping.
• Familiarity with Hyperion Essbase, Dodeca, Anaplan, PitchPro, Tableau, and relational data structures.
• Measurably improves forecast accuracy and reduces cycle times through driver - based, continuous planning.
• Elevates capital allocation quality via scenario - based corporate finance analysis (e.g., NPV/IRR, WACC).
• Reduces cloud run - rate and unallocated spend through FinOps and TBM transparency.
• Produces executive - ready materials that accelerate decision making in capital committees and leadership forums.

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).
• This role requires the ability to physically work in our offices 5 days a week
• 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.


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.


JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $128,250.00 - $190,000.00 / year; Jersey City,NJ $128,250.00 - $190,000.00 / year