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Sales & Research Financial Planning & Analysis –AI enabled Transformation Lead

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 10 days ago

No clicks

**Sales & Research FPA – AI Transformation Lead (London, UK)** Lead AI-enabled analytics and automation for Sales Planning & Analysis in our London hub. responsibilities: **end-to-end transformation**, **high-impact use case ID**, **sales stakeholder collaboration**, **executive narrative creation**. Required skills: **AI analytics**, **automation**, **data governance**, **controlling processes**. Experience level: **multiple years** in related roles. Preferred skills: **Python**, **SQL**, **anomaly detection**. Drive data-driven decisions by modernizing reporting and reducing manual effort.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

Location: LONDON, LONDON, United Kingdom

Help reshape how Sales Planning and Analysis turns data into decisions. In this role, you will modernize reporting and narrative insights using AI-enabled analytics and automation. You will partner closely with Sales leaders, Business Management, and Technology and Data teams to deliver scalable solutions with strong controls. Your work will reduce manual effort, improve data integrity, and unlock self-service insights. If you enjoy turning strategy into measurable outcomes, this is a high-impact opportunity.

As a Vice President in Sales Planning and Analysis, you will lead the reporting transformation agenda by applying AI-enabled analytics and automation to how we deliver insights. You will work with stakeholders across Sales, Business Management, and Technology and Data to build a prioritized roadmap and deliver controlled, scalable capabilities. You will help us shift from producing reports to producing decision-ready insights, with clear governance and measurable impact.

Job responsibilities 

  • Lead end-to-end AI-enabled reporting transformation initiatives from concept through delivery, including success measures and adoption plans
  • Identify, prioritize, and size high-impact automation and AI use cases across reporting and planning processes
  • Partner with Sales and Research leadership to design modern reporting frameworks that emphasize insights, drivers, and decision support
  • Translate business questions into structured analysis and executive-ready narratives for senior stakeholders
  • Build and maintain an execution roadmap with Technology and Data partners, including delivery milestones and dependencies
  • Establish governance, controls, and key performance indicators to track quality, risk, and value delivered
  • Improve data integrity by strengthening validation checks, reconciliations, and controlled data preparation processes
  • Enable self-service insights through scalable solutions, clear documentation, and user enablement
  • Standardize reporting approaches and implement continuous improvement practices to improve cycle time and consistency
  • Coordinate with reporting partners, including offshore teams where applicable, to ensure outputs are accurate and business-relevant
  • Monitor delivered solutions and refine them based on user feedback, performance metrics, and evolving stakeholder needs

Required qualifications, capabilities, and skills 

  • Few years of experience in planning and analysis, business management, reporting, analytics, or a closely related role
  • Demonstrated experience translating business needs into an AI or automation roadmap and delivering initiatives end-to-end with measurable outcomes
  • Working knowledge of AI-enabled analytics and automation, including a strong focus on data quality, governance, and controls
  • Hands-on experience building large language model-enabled solutions, including prompt design and evaluation methods
  • Hands-on experience with production patterns for large language model solutions, such as retrieval-augmented generation, tool or function calling, and guardrails
  • Experience partnering with Technology and Data teams to deliver scalable solutions with controlled processes
  • Strong ability to influence stakeholders and deliver in a matrixed organization
  • Strong analytical skills, including the ability to synthesize qualitative and quantitative inputs into clear insights
  • Strong written and presentation communication skills, with experience delivering executive-ready narratives
  • Proven ability to manage competing priorities and maintain accountability for delivery timelines and quality

Preferred qualifications, capabilities, and skills 

  • Hands-on Python experience for analytics, workflow automation, and repeatable pipelines
  • Working knowledge of SQL for data extraction, transformation, and analysis
  • Experience modernizing reporting platforms and enabling self-service reporting and insights
  • Experience with anomaly detection, automated data quality monitoring, or automated narrative generation
  • Experience setting up operating models, documentation standards, and measurement frameworks for analytics products
  • Experience coordinating with offshore or distributed delivery teams
  • Experience working in a sales or research-supported environment
Transform sales reporting with AI and automation to deliver faster insights, stronger controls, and better decisions.

Sales & Research Financial Planning & Analysis –AI enabled Transformation Lead

Compensation

Not specified

City: Not specified

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

10 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Sales & Research FPA – AI Transformation Lead (London, UK)** Lead AI-enabled analytics and automation for Sales Planning & Analysis in our London hub. responsibilities: **end-to-end transformation**, **high-impact use case ID**, **sales stakeholder collaboration**, **executive narrative creation**. Required skills: **AI analytics**, **automation**, **data governance**, **controlling processes**. Experience level: **multiple years** in related roles. Preferred skills: **Python**, **SQL**, **anomaly detection**. Drive data-driven decisions by modernizing reporting and reducing manual effort.

Full Job Description

Location: LONDON, LONDON, United Kingdom

Help reshape how Sales Planning and Analysis turns data into decisions. In this role, you will modernize reporting and narrative insights using AI-enabled analytics and automation. You will partner closely with Sales leaders, Business Management, and Technology and Data teams to deliver scalable solutions with strong controls. Your work will reduce manual effort, improve data integrity, and unlock self-service insights. If you enjoy turning strategy into measurable outcomes, this is a high-impact opportunity.

As a Vice President in Sales Planning and Analysis, you will lead the reporting transformation agenda by applying AI-enabled analytics and automation to how we deliver insights. You will work with stakeholders across Sales, Business Management, and Technology and Data to build a prioritized roadmap and deliver controlled, scalable capabilities. You will help us shift from producing reports to producing decision-ready insights, with clear governance and measurable impact.

Job responsibilities 

  • Lead end-to-end AI-enabled reporting transformation initiatives from concept through delivery, including success measures and adoption plans
  • Identify, prioritize, and size high-impact automation and AI use cases across reporting and planning processes
  • Partner with Sales and Research leadership to design modern reporting frameworks that emphasize insights, drivers, and decision support
  • Translate business questions into structured analysis and executive-ready narratives for senior stakeholders
  • Build and maintain an execution roadmap with Technology and Data partners, including delivery milestones and dependencies
  • Establish governance, controls, and key performance indicators to track quality, risk, and value delivered
  • Improve data integrity by strengthening validation checks, reconciliations, and controlled data preparation processes
  • Enable self-service insights through scalable solutions, clear documentation, and user enablement
  • Standardize reporting approaches and implement continuous improvement practices to improve cycle time and consistency
  • Coordinate with reporting partners, including offshore teams where applicable, to ensure outputs are accurate and business-relevant
  • Monitor delivered solutions and refine them based on user feedback, performance metrics, and evolving stakeholder needs

Required qualifications, capabilities, and skills 

  • Few years of experience in planning and analysis, business management, reporting, analytics, or a closely related role
  • Demonstrated experience translating business needs into an AI or automation roadmap and delivering initiatives end-to-end with measurable outcomes
  • Working knowledge of AI-enabled analytics and automation, including a strong focus on data quality, governance, and controls
  • Hands-on experience building large language model-enabled solutions, including prompt design and evaluation methods
  • Hands-on experience with production patterns for large language model solutions, such as retrieval-augmented generation, tool or function calling, and guardrails
  • Experience partnering with Technology and Data teams to deliver scalable solutions with controlled processes
  • Strong ability to influence stakeholders and deliver in a matrixed organization
  • Strong analytical skills, including the ability to synthesize qualitative and quantitative inputs into clear insights
  • Strong written and presentation communication skills, with experience delivering executive-ready narratives
  • Proven ability to manage competing priorities and maintain accountability for delivery timelines and quality

Preferred qualifications, capabilities, and skills 

  • Hands-on Python experience for analytics, workflow automation, and repeatable pipelines
  • Working knowledge of SQL for data extraction, transformation, and analysis
  • Experience modernizing reporting platforms and enabling self-service reporting and insights
  • Experience with anomaly detection, automated data quality monitoring, or automated narrative generation
  • Experience setting up operating models, documentation standards, and measurement frameworks for analytics products
  • Experience coordinating with offshore or distributed delivery teams
  • Experience working in a sales or research-supported environment
Transform sales reporting with AI and automation to deliver faster insights, stronger controls, and better decisions.