Markets Sales- Financial Planning & Analysis - Vice President

JPMorganChase

JPMorganChase

Accounting & Finance, Sales & Business Development

Worcester, MA, USA

Posted on Apr 15, 2026

Join our dynamic team as a Sales and Research P&A Specialist, where you'll collaborate with key stakeholders to drive strategic initiatives across multiple products. Be at the forefront of innovation in analytics and reporting, shaping the future of our Commercial & Investment Bank.

Job Summary:
As a Sales and Research P&A Specialist in the Sales and Research team, you will work closely with Sales and Research Management, Business Management, and other stakeholders to provide impactful reporting, planning and insightful analyses and promote business growth.The role offers excellent opportunity to gain insight into all four dimensions of P&A Functions (Analytics, Reporting & Control, Traditional Planning & Analysis (P&A), Projects/Continuous improvement) across asset classes.In addition you will get the opportunity to partner closely with technology team to improve our reporting infrastructure and suite of dashboards / Tableau / Alteryx / Qliksense tools to meet evolving demands.

Job Responsibilities:

  • Act as a strategy partner, designing reporting frameworks for data analysis.

  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including budgets, strategic reviews, townhalls and ad-hoc analysis as needed.

  • Conduct competitor analysis.
  • Ensure integrity of sales revenue numbers and liase with relevant groups for issue resolutions.
  • Provide oversight to offshore reporting team to ensure deliverables are correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process.
  • Analyze and report revenue, headcount, expenses, profitability.
  • Drive standardization and best practices across regions.
  • Work on continuous improvement projects for productivity and efficiency.

Required Qualifications, Capabilities, and Skills:

  • Self-starter in a fast-paced, results-driven environment.
  • Bachelor's degree in Finance, Economics, Accounting, or relevant field
  • Prior FP&A experience in the financial industry.
  • Ability to manage competing deadlines and demands.
  • Strong analytical skills with capability to deliver executive-level insights.
  • Proven experience driving change and influencing stakeholders in a matrixed organization.
  • Solid project management capability and track record of process improvement.
  • Proficiency in Excel, financial modeling, and PowerPoint.
  • Excellent communication and negotiation skills with proven ability to take ownership and help driving business forward.
  • Strong team player who is comfortable engaging business partners at all levels.

Preferred Qualifications, Capabilities, and Skills:

  • Experience building scalable analytics or management information solutions.
  • Experience modernizing reporting, analytics, or operating models.
  • Hands-on experience with data analytics, visualization, or automation tools.
  • CFA, CPA, MBA a plus.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Boost sales and research growth with strategy, competitor insights, modern analytics, and scalable reporting and dashboards.
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