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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Treasury Financial Planning & Analysis, Vice President

at J.P. Morgan

ExperiencedVisa sponsorship available

Posted 16 days ago

No clicks

The Vice President will lead P&A activities within the CIB Treasury team, delivering regular planning cycles across Balance Sheet, SLR and related financial metrics while monitoring business-level balance sheet usage and volatility. The role partners with LOB Product Control, business lines, and other Treasury functions to inform resource optimization, provide updates to the CIB Treasurer, and support senior-management communications. Responsibilities include producing ad-hoc analyses (e.g., earnings), overseeing control and efficiency initiatives, and contributing to presentations for C-suite and Operating Committee audiences.

Compensation
Not specified

Currency: Not specified

City
Brooklyn
Country
United States

Full Job Description

Location: Brooklyn, NY, United States

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.

As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT’s critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A’s communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.

Job responsibilities 

  • Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Oversee control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills: 

  • At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Proven record in high complexity/intensity environment
  • Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Competent use of Alteryx, Tableau and AI tools

This position is not eligible for sponsorships. 

We are seeking a Vice President based in New York (Brooklyn office), who will play a critical role in managing various P&A activities

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

16 days ago

clicks

Treasury Financial Planning & Analysis, Vice President

at J.P. Morgan

ExperiencedVisa sponsorship available

Not specified

Currency not set

City: Brooklyn

Country: United States

The Vice President will lead P&A activities within the CIB Treasury team, delivering regular planning cycles across Balance Sheet, SLR and related financial metrics while monitoring business-level balance sheet usage and volatility. The role partners with LOB Product Control, business lines, and other Treasury functions to inform resource optimization, provide updates to the CIB Treasurer, and support senior-management communications. Responsibilities include producing ad-hoc analyses (e.g., earnings), overseeing control and efficiency initiatives, and contributing to presentations for C-suite and Operating Committee audiences.

Full Job Description

Location: Brooklyn, NY, United States

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.

As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT’s critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A’s communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.

Job responsibilities 

  • Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Oversee control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills: 

  • At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Proven record in high complexity/intensity environment
  • Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Competent use of Alteryx, Tableau and AI tools

This position is not eligible for sponsorships. 

We are seeking a Vice President based in New York (Brooklyn office), who will play a critical role in managing various P&A activities