
Global financial services firm
Strategic Finance Business Manager - Vice President
Required skills
Excel
Tableau
Join our dynamic Finance & Business Management (F&BM) team supporting Wholesale Lending Services, where you will collaborate with senior leaders to deliver impactful financial insights and drive strategic objectives. You will play a key role in shaping business outcomes through financial planning, analysis, and executive-level reporting.
As a Finance / Business Manager Vice President in Wholesale Lending Services, you will lead budgeting, forecasting, and financial reporting to support business decision-making. You will partner with leaders across Finance, Product, Operations, Business Management, and Data & Analytics to drive financial performance and deliver actionable insights. Your work will help ensure senior management has visibility into key initiatives, business metrics, and financials, contributing to the success of the organization.
Job Responsibilities
- Lead annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
- Prepare, analyze, and present financial reports to senior management on a monthly, quarterly, and annual basis.
- Develop and maintain financial models for forecasting, scenario planning, and strategic decision-making.
- Evaluate investment opportunities and prepare business cases to support capital allocation.
- Conduct variance analysis to explain financial results versus budget, forecast, and prior periods.
- Serve as a trusted advisor to business leaders, providing financial guidance and supporting strategic initiatives.
- Identify and implement process improvements to enhance Finance & Business Management (F&BM) efficiency.
- Perform ad hoc financial analysis to support business decisions and special projects.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- 7+ years of Progressive experience in financial planning and analysis (FP&A), financial analysis, or related roles.
- Strong proficiency in Excel, PowerPoint, and financial modeling.
- Excellent analytical, problem-solving, and organizational skills.
- Strong verbal and written communication skills, with the ability to present complex information clearly.
- Proven ability to work collaboratively across functions and build effective business partnerships.
- High attention to detail and commitment to accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications, Capabilities, and Skills
- MBA, CPA, CFA, or similar qualifications.
- Experience in financial services or prior FP&A experience.
- Experience with data visualization tools such as Tableau or Power BI.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1 reports
$139,000
total per year
Base
$107,000
Stock
-
Bonus
-
$139,000
$139,000
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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