Financial Planning and Analytics Solutions, Client Reporting - Vice President
JPMorgan Chase & Co.
Join the Central Planning & Analysis Team within Commercial & Investment Bank (CIB) for an exciting opportunity and a high visibility role to work with data, deliver financial insights and partner with senior leaders. As a Vice President within the Central Planning & Analysis team, you will play a key role in delivering client and financial analytics that support senior management decision‐making across the CIB. You will work across Finance, Business, and Data teams to develop consistent, scalable analytics and reporting. You will be utilizing strong analytical skills to work with large datasets and translate data into clear business insights. Over time, you will help enhance how analytics are structured and delivered across the organization. Job Responsibilities Deliver client and financial analytics to support senior forums, including regular reporting and ad hoc requests Structure and organize datasets to ensure consistency and usability across reporting outputs Improve and streamline reporting processes to enable more scalable and efficient delivery Partner with stakeholders across Finance, Business, and Data teams to align on definitions, outputs, and priorities Validate and interpret results to ensure accuracy and provide clear, actionable insights Support ongoing initiatives to enhance analytics capabilities and expand coverage Required Qualifications, Capabilities, and Skills 6+ years of experience in finance, analytics, or related roles within financial services Strong analytical and problem‑solving skills, with attention to detail Experience working with large datasets and translating data into business insights Advanced Excel skills (ability to manage and transform structured datasets) Working knowledge of data tools (e.g., Python, SQL, Alteryx, or similar) to query data and support basic automation Ability to communicate clearly and effectively with both technical and non‑technical stakeholders Preferred Qualifications, Capabilities, and Skills Experience within Commercial & Investment Banking Familiarity with querying large datasets in environments such as Databricks or similar platforms Experience improving or automating reporting workflows using practical tools (e.g., Excel‑based automation, Python, Alteryx) Ability to operate across teams and manage multiple priorities in a fast‑paced environment 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). #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Chase & Co. is hiring a Vice President in New York to join the Central Planning & Analysis Team within the... ...will deliver crucial client and financial analytics to support senior management... ...analytics capabilities and reporting efficiencies. #J-18808-Ljbffr...Suggested
$170k - $270k
Platform Solutions - New York - Vice President, Data Analytics & Reporting Location: New York, NY, United States Job Duties Vice... ...lead strategy and capability planning, and organize team meetings... ...expected vacation usage each year. Financial Wellness & Retirement We...SuggestedFull timeTemporary workWork experience placementWork at office- ...The Vice President, Client Engagement Analytics within Wealth Management is responsible for... ...decisions for the Financial Planning team within Morgan Stanley... ...trusted metrics, scalable reporting, and advanced analytics... ...to deliver timely solutions that drive business results...SuggestedFull timeTemporary workWork at officeLocal area
- ..., hedge fund, and systematic clients—turning insights into measurable... ...of the Electronic Client Solutions team—the client-facing organization... ..., automated liquidation, analytics, and low-latency trading.... ...opportunities. Define, measure, and report client KPIs (e.g., benchmark...Suggested
- ...Wealth Management, Client Solutions Group - Finance, Vice President New York, New York... ...for pension plans, sovereign wealth... ...endowments, foundations, financial advisors and... ...business and financial reporting, and data governance... ...and market analytics to assess the state...SuggestedFull timeWork at office
$135k - $180k
...stick to help clients build lasting... ...team oversees financial results and works... ...ROLE The Vice President, Client Finance... ...accurate reporting, disciplined forecasting... ...Forecasting & Planning * Own and... ...Reporting & Analytics * Generate... ...off-the-cuff solutions * Demonstrated...Full timeWork at office3 days per week- Vice President Product Solutions - Chief Data Analytics Office Fusion Platform New York, NY, United States... ...10757651 Job Category Client Solutions Business... ...Sales in pricing, pipeline planning, account planning, and... ...regulated industries — financial services, healthcare,...Full timeWork at office
$150k - $250k
Overview The Business Solutions Group (BSG) team... ..., and data-driven analytics capabilities.... ...support, including planning, execution, readiness... ...and issues, and report progress against milestones... ...analysis on financial and operational... ...allocate capital for our clients - helping them...Full timeTemporary work- The Integrated Client Solutions (ICS) team is focused on driving... ...Management & Planning Oversee business management... ...headcount planning, financial management, and... ...and executive‑level reporting. Workforce Strategy... ...communication skills. Advanced analytical skills with the...
- A global financial services firm in New York is seeking a Vice President for their Client Solutions Group. This role focuses on designing and implementing a commissions program... ...solving skills and expertise in Excel and analytics applications. The company also emphasizes...
$170k - $270k
Vice President, Data Analytics & Reporting w/Goldman Sachs Bank USA in NY, NY. Perform & oversee advanced data analytics (e.g. machine learning) activities... ...of the portfolio performance trends & identify solutions for improvements. Reqs: Bach deg (U.S. or foreign equiv...- ...Wealth Management Analytics & Data (A&D)... ...all the executive reporting, insights, and predictive... .... The Vice President, Client Engagement... ...innovative data solutions and workflows (including... ...roles within financial services, with... ...compensation plan, which also may...Full timeTemporary workLocal area
$159.96k - $266.56k
...you need at LPL Financial to shape your... ...while helping clients pursue their financial... ...This role will report into the Senior Vice President of End Client... ..., can apply analytical thinking and strategic... ...and execution plans Strong... ...models, investment solutions, fintech tools...Full timeWork from homeShift work$175k - $250k
...Retail Client Salesperson, Solutions for Financial Intermediaries, Vice President or Assistant Vice President Working at Citi is... ...issued in North America strong analytical skills and the ability to... ...time off packages, including planned time off (vacation), unplanned...Full timeWork at office$160k - $270k
...helps empower clients and customers... ...to reach their financial goals. Our advisor... ...financial planning, investment management... ...digital solutions that help... ...and strategic Vice President to lead the US... ...advanced data analytics and customer research... ...and reporting tools (e.g., Tableau...Full timeTemporary workPart time- A leading financial analytics firm in New York is seeking an Analytics Client Consultant to manage client relationships and deliver high-quality service. The role involves sharing best practices on risk management and portfolio construction and collaborating with sales...Flexible hours
$137.75k - $205k
...impact at a global financial leader? Join our Regulatory Reporting Policy team... ...team. As a Vice President in the Regulatory... ..., analytical, and communication... ...innovative financial solutions to millions of... ...government clients under the J.P.... ...retirement savings plan, backup...Visa sponsorship$110k - $135k
...consolidation and reporting, and management presentations... ...tools for data analytics. Additionally,... ...team. Monitor clients’ performance, utilization... .... Looking for solutions and desire to work... ...401(k) savings plan, competitive PTO,... ...law. #J-18808-Ljbffr ING Financial Services LLCWork at office- ...initiatives and governance within the Integrated Client Solutions team. This role involves managing execution... ...possess over 10 years of experience in financial services, excellent project management skills, and a strong analytical background. Competitive benefits and a...
- A leading financial institution seeks a VP for its Electronic Client Solutions team in New York. This role involves day-to-day client coverage in Americas Electronic... ...in Equities Electronic Trading, strong analytical skills, and the ability to work under pressure....
- ...Vice President, Client Finance About the Company Innovative communications... ...finance partner, providing financial oversight, operational... ...ensuring accurate financial reporting, disciplined forecasting, and... ...financial analysis and planning, the ability to manage workloads...
$180.22k - $299.64k
...solved by today’s solutions. It’s why we support... .... It’s also why clients rely on us to lead... ..., Investment, and Analytics partners on account... ...workstreams Financial Oversight & Compliance... ...workflows for billing, reporting, forecasting, and... ...employee medical plan through a third‑...Temporary workFreelanceWork at officeFlexible hours- TwinThread is hiring an Investment Specialist - Vice President in New York. The role involves client-facing responsibilities, analytical tasks, and reporting in a fast-paced environment. Candidates should have 5+ years of financial industry experience and strong skills in...
$160k - $250k
...Description ~ Vice President or Associate, US... ..., Infrastructure Solutions New York, New York... ...and governmental clients. Infrastructure Solutions... ...~ Build detailed financial models to analyze... ...and third-party report analysis ~... ...~ Strong analytical skills with attention...Full timeFlexible hours$125k - $290k
...an opportunity to help clients globally realize their... ..., including pension plans, sovereign wealth funds... ...endowments, foundations, financial advisors, and... ...Alternative Investment Solutions Group, part of Goldman... ...152896 Job Category Vice President Posting Date 01/12/...Full timeTemporary workPart timeWorldwide$120k - $185k
...Expense Strategy & Analytics team as a Vice President in Finance to partner... ...of the Firm's financial and capital resources... ...within our Financial Planning & Analysis Job... ...internal management reporting and financial analysis... ...to better serve our clients and our communities...Full timeContract workTemporary work$180k - $275k
...Senior Associate/Vice President to join the Credit Portfolio Solutions team in an investment... ...management, and client engagement.... ...monitoring, and client reporting. Conduct... ...and review ongoing analytics on existing mandates... ...excellence in Excel-based financial modeling,...Temporary workLocal area- ...talented candidate as a Solutions Enablement & Client Enablement Lead in the... ...Investment Bank (CIB). This Vice President role sits within the AI... ...the CIB Chief Data & Analytics Office, reporting to the Head of... ...engaging with business Chief Financial Officers (CFOs) to track...Work at office
- ...Associate Vice President, Portfolio Analytics About the Company Leading... ...investment solutions Industry Investment... ...Finance Financial Services Specialties... ...review of investment report valuations. They will... ...internal business clients. Hiring Manager...
$190k - $240k
...management and reporting. The team... ...unit leaders to plan and execute high... ...commercially practical solutions* Assessing the... ...* Strong analytical skills with a... ...of financial, legal and structural... ...investment strategies, client base, products... ...240,000 for a Vice President and $160,000...Work at office
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