Central Planning & Analysis Client Reporting Vice President

Department Icon Investment Banking, Private Equity & VC
118+ Applicants
Posted: 1 year ago
7-9 years
Brooklyn, NY, United States
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Posted: 1 year ago
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Applicants: 118+
Job Description
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Job Description

As a visionary leader in planning and analysis, our VP drives strategic initiatives that optimize business performance and fuel growth. With a keen eye for data-driven insights, they empower teams to make informed decisions that align with our companys long-term objectives.

As a Vice President in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and analytical skills will be key to your success in this role.

Job responsibilities

  • Support the continued build of reporting and technology infrastructure for Client analytics
  • Partner with the CIB lines of business leads, Strategy and other stakeholder to enhance and deliver on a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
  • Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
  • Engage with the senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables. 
  • Prepare and present profitability analysis and proforma impact to the front office and other key stakeholders to enable them to take strategic decisions on future direction
  • Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)
  • Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCP
  • Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation 

Required qualifications, capabilities, and skills

  • 7+ years professional experience in handling large amount of data
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular)
  • Experience in the consolidation, review, analysis, and presentation of financials
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Excellent oral and written communication and relationship management skills

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  • Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary 

 Preferred qualifications, capabilities, and skills

  •  Analyzing P&L and balance sheet drivers preferred
  • SQL & Tableau preferred
  • Previous experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferred
  • Experience with data modeling and visualization tools

Skills

ConsolidationProfitabilityProfitability AnalysisStrategic Initiatives

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About Company

JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.

Important dates & deadlines?

Application Deadline

01 Jul 25, 02:03 PM IST

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Central Planning & Analysis Client Reporting Vice President

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