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Planning & Analysis, P&A (Technology & Digital) - Vice President

Wilmington, DE, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    IT / Information Technology
  • Experience:
    7-10 years
Job Description:
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Partner with CIO’s and their respective CFO’s to drive transformational change to financial processes to ensure accuracy, stability, efficiency, and transparency

Create and present decks/presentations to senior management that clearly articulate the financial story/strategy and provide insights/recommendations on financial and headcount management activities and trends

Partner across the firm to develop financial management solutions and toolsets leveraging best practices and creative thinking that allow for consistent/streamlined processes

Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, taxonomy, product, application, allocations and business case financials 

Maintain and refine key metrics and performance indicators measuring efficiency of the CCB Technology & Digital organizations, including workforce, vendor, and infrastructure strategy

Assist with the governance, coordination, and maintenance of CCB Technology project portfolio and related financials/headcount

Coordinate and oversee month-end financial close including forecasting, reporting, and analysis of financials at detailed cost center and account level

Oversee annual budgeting process including business case prioritization of technology investments and spend ensuring strict governance of deliverables and transparency of financials

Ensure connectivity of financial data ecosystem and toolsets to optimize financial processes

Provide ad-hoc financial analysis to senior management on a frequent basis

Partner with Finance & Business Management teams across the firm to provide financial commentary and analysis regarding financial drivers and variances (i.e. actuals/forecast vs. budget)

Liaise with various stakeholders across Technology, Finance, and Corporate to ensure best practices and desired results

Identify opportunities and recommend improvements for increased process and reporting efficiencies

Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations

Special projects and ad-hoc analyses as requested


Bachelors degree required – degree in Finance, MIS, or Economics preferred

7+ years experience in financial management environment with previous experience supporting Technology organizations preferred

Advanced systems skills required including in-depth knowledge of Excel, Essbase and PowerPoint

Experience with visualization and reporting tools such as Qlikview, Tableau, and Business Objects preferred

Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management

Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way

Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts

Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner

Capacity and desire to work both at a strategic and detailed analysis level

Excellent written and verbal communication skills a must

Individual must be able to work independently as well as in a team situation

Excellent time management skills and ability to multi task and handle competing priorities under pressure

Self motivated individual to go beyond immediate responsibilities

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