Firmwide Forecast & Analysis - Vice President

Job Description

Join the Firmwide Forecast & Analysis team and help drive the future of forecasting, financial reporting, and data modernization. You will partner across Finance, Planning & Analysis, and Technology teams to strengthen forecasting capabilities, improve data quality, and deliver scalable solutions that support strategic decision-making. This is an opportunity to lead high-impact initiatives that influence financial planning and reporting across the organization.

As a Firmwide Forecast & Analysis Vice President in the Corporate Financial Analysis team, you will support the Firm’s budget and forecasting platform by driving data, process, controls, and technology initiatives that enhance the end-to-end forecasting ecosystem. You will lead efforts to improve data collection, reporting, controls, and platform capabilities while supporting financial performance and projection reporting across the firm. You will partner with Finance, Planning & Analysis, Technology, and global stakeholders to deliver scalable solutions, improve operational efficiency, and strengthen reporting reliability.

Job Responsibilities

• Lead the execution and continuous improvement of budget and forecast data collection, aggregation, enrichment, and reporting processes
• Drive delivery of forecasting calculations and outputs, including consolidated profit and loss, balance sheet, capital forecasts, and key business drivers
• Design, manage, and enhance controls surrounding data flows, model outputs, and systems used to support financial performance reporting and projections
• Partner with Technology teams to modernize forecast platform infrastructure, improve resiliency, and expand self-service capabilities for stakeholders
• Analyze current and future-state processes and application architecture to identify opportunities for automation, simplification, and reduced operational risk
• Lead cross-functional initiatives across Finance, Planning & Analysis, Technology, and global stakeholders by setting priorities, managing dependencies, and driving execution
• Support reporting and analytics that provide insights into firmwide financial performance and forecast results
• Drive enhancements to forecasting processes, controls, and operating models to improve efficiency and scalability
• Partner with stakeholders to ensure data quality, transparency, and consistency across forecasting and reporting processes

 

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, or a technical discipline
• 7 years of experience in finance, technology delivery, product ownership, or a related field
• Experience leading cross-functional initiatives and delivering large financial data or technology programs
• Strong analytical and problem-solving skills, including data gathering, modeling, analysis, and presentation of results
• Understanding of financial concepts and calculations used in financial reporting, forecasting, and performance analysis
• Strong verbal and written communication skills with the ability to explain complex topics clearly
• Ability to manage multiple priorities, execute under pressure, and work with limited direction
• Ability to partner effectively across Finance, Planning & Analysis, and Technology organizations
• Strong proficiency in Microsoft Excel, PowerPoint, and Word

 

Preferred Qualifications, Capabilities, and Skills

• Experience with data analytics and modeling tools such as Python, SQL, or R
• Familiarity with large-scale data platforms such as Databricks
• Experience with forecasting, forecast aggregation methodologies, or planning platforms

 

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).

About Us

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

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.