Financial Planning & Analysis- Vice President
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
You are a strategic thinker passionate about driving solutions in Financial have found the right team.
As a Vice President in Sales Planning & Analysis Reporting you will lead a high-performing team responsible for delivering critical management reports strategic presentations and key performance indicators to senior front office sales leaders and business managers. You will be driving variance analyses providing actionable insights to support business growth performance drivers and champion transformation initiatives leveraging advanced analytics and technology.
Job Responsibilities
- Strategically Lead Leadership & Stakeholder Engagement
- Lead the Sales Planning & Analysis Reporting team setting direction and priorities to deliver best-in-class management reporting and analysis of variances trends & key drivers for front office sales and senior leadership.
- Serve as a trusted advisor to senior sales business managers regional leads and executive stakeholders providing strategic insights to drive business performance.
- Build and maintain strong relationships across P&A technology finance and business lines to ensure alignment and effective delivery of recurring and ad-hoc initiatives.
- Manage Reporting & Presentations
- Oversee the periodic reporting of revenue numbers ensuring accuracy and timeliness of sales team individual and management scorecards.
- Direct the production of high-impact presentations for business reviews offsites townhalls and review meetings synthesizing complex data into clear actionable narratives for senior management.
- Review and enhance analysis and supporting materials for key internal stakeholders ensuring insights are relevant actionable and aligned with business strategy.
- Drive client profitability analysis and reporting providing senior management with insights to inform strategic decisions.
- Transform & Enable Technology
- Champion the adoption of new technology solutions (e.g. Alteryx Tableau Qliksense LLM) driving process automation data visualization and analytics transformation across the team.
- Lead UATs and system migrations ensuring seamless integration of upstream and downstream processes and minimal disruption to business operations.
- Identify and implement process improvements to enhance efficiency accuracy and scalability of reporting and analysis.
- Identify opportunities for process improvement and automation
- Govern & Control Data
- Ensure timely maintenance and integrity of sales reference data and controls safeguarding the accuracy of revenue numbers in all systems.
- Establish and monitor robust data governance frameworks ensuring compliance with internal and external regulatory requirements.
- Develop & Mentor Team
- Mentor coach and develop junior team members fostering a culture of excellence collaboration and continuous learning.
- Promote diversity of thought and encourage innovative problem-solving within the team.
Required qualifications capabilities and skills
- MBA or advanced degree in Finance Economics Accounting or related field.
- Minimum 8 years of progressive experience in financial planning & analysis sales reporting or related roles within banking or financial services.
- Demonstrated leadership experience managing high-performing teams and complex cross-functional projects.
- Deep understanding of financial products sales processes and revenue drivers in commercial and investment banking.
- Advanced technical proficiency in Excel PowerPoint Tableau Alteryx and financial systems.
- Exceptional analytical quantitative and problem-solving skills with the ability to synthesize large data sets into strategic recommendations.
- Outstanding communication and presentation skills with experience presenting to senior executives and stakeholders.
- Proven ability to manage multiple priorities in a fast-paced dynamic environment demonstrating sound judgment and professional maturity.
- Strong organizational skills attention to detail and commitment to data accuracy and integrity.
- Experience driving transformation initiatives and technology adoption.
- Ability to build strong partnerships influence stakeholders and drive consensus across diverse teams.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
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 ov ... View more
