Finance Portfolio Lead - Vice President

Job Description Join Connected Commerce Product Experience & Technology (PxT) Finance to lead a small team responsible for portfolio expense management and investment prioritization. The PxT Finance organization partners with Technology, Product, and Finance stakeholders to manage portfolio economics, align investments to business outcomes, and provide transparent reporting on performance against operating plans. The team operates in a dynamic environment with stakeholders across geographies, requiring strong collaboration, crisp communication, and high ownership. This role partners closely with Consumer and Community Banking (CCB) Technology and Product leadership to drive disciplined forecasting, actionable reporting, and rigorous business cases that support strategic product delivery. You will help leadership optimize spend, improve productivity, and strengthen controls through process simplification and automation/AI where appropriate. Responsibilities Lead portfolio expense management across direct and allocated costs, ensuring investment decisions align to strategic priorities, delivery capacity, and measurable business outcomes. Own budgeting and forecasting cadences, proactively identifying risks, opportunities, and downstream impacts to the operating plan, and driving timely decisioning with stakeholders. Deliver reporting, variance analysis, and executive‑ready narratives to senior leadership, highlighting changes in key business drivers and their implications for plan performance and delivery commitments. Build, maintain, and oversee financial models and business cases for technology and product initiatives, spanning both recurring and ad‑hoc analyses that support prioritization and funding decisions. Set the standard for strong financial governance by evaluating and enhancing controls, streamlining processes, and introducing automation and AI where appropriate to improve quality, cycle time, and scalability. Oversee end‑to‑end hiring and location strategy for the portfolio, including target setting, ongoing changes, approvals, and reporting, in close partnership with leadership and HR stakeholders. Develop and maintain allocated expense methodologies, mappings, and billing keys, ensuring transparency, consistency, and auditability in cost attribution. Lead and develop a high‑performing team, building strong relationships across Finance, Technology, and Product, and ensuring timely, accurate delivery of recurring and ad‑hoc initiatives. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related discipline. 7+ years of financial analysis, planning & analysis or product owner experience. Demonstrated ability to operate with strong judgment, a strong work ethic, and a fact‑based, results‑oriented approach. Proven ability to manage multiple deliverables in a dynamic environment with tight timelines, while maintaining strong attention to detail and control discipline. Strong stakeholder management and communication skills, with the ability to synthesize complex data into clear, concise insights for senior leadership. Advanced quantitative and analytical problem‑solving skills, with the ability to design business reporting that is clear, consistent, and decision‑useful. Strong technical skills with advanced Microsoft Office proficiency, including Excel and PitchPro, and experience with AI tools such as Copilot and LLMs. Preferred Qualifications Experience supporting portfolios in a technology and product environment or a line of business. Experience with business applications such as Essbase, Copilot, or other AI tools. Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Comprehensive benefits include health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Employment Requirements Candidates must be able to physically work full‑time in our offices (5 days) and be authorized to work in the U.S. We do not sponsor visas. Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion. 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. #J-18808-Ljbffr JPMorganChase