Regional Financial Planning and Analysis - Vice President
J.P. Morgan
Accounting & Finance
Worcester, MA, USA
Posted on Feb 24, 2026
Join a high‑impact team partnering across finance to deliver rigorous financial analysis and oversight, lead regional budgeting and forecasting, and provide executive‑ready insights for senior management
As a Vice President in the Regional Planning & Analysis team, you will be responsible for analyzing, preparing, and reconciling financial data. You will lead reporting initiatives and seek ways to streamline tasks through automation applications and process improvement. Your role will also involve developing recommendations that impact business procedures, operations, and financial reporting systems. Additionally, you will support the team lead and manage team members on projects as required.
Job responsibilities
- Conduct comprehensive firmwide financial analysis including forecasting, budgeting, and variance analysis for Asia Pacific region. Provide insights based on the analysis to support regional Chief Executive Officer, Chief Financial Officer and management team
- Collaborate with various stakeholders to establish Asia Pacific Firmwide Budget Review and stay up to date with the latest forecast
- Understand key performance indicators (KPIs) across businesses to monitor the financial performance of Asia Pacific region; Regularly track and report on these metrics, highlighting areas of observations; Implement control procedures to ensure accuracy and reliability of performance data
- Prepare and oversee the team on production of accurate and timely financial reports, presentations, and dashboards for senior management, highlighting key trends of the firm's financial performance
- Effectively communicate financial insights to stakeholders across the organization, including senior management, country leads, and other relevant teams. Collaborate with cross-functional teams along with Planning & Analysis teams (both regional & global) within and outside Corporate & Investment Bank to lead the regional and country reporting agenda
- Coach team members in Hong Kong and Mumbai, providing guidance and support to ensure their professional development and overseeing deliverables; Foster a positive and collaborative work environment, encouraging teamwork and excellence
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a related discipline
- Minimum of 6 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
- Advanced skills in Excel and PowerPoint
- Strong analytical skills with a keen sense of numbers and proficient in financial analysis techniques
- Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
- Ability to work effectively with cross-functional teams and stakeholders from various departments and levels
- Excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
- Leadership abilities with experience and proven track record of fostering a high-performance culture
- Knowledge of products, services and industry trends and strong business acumen and strategic thinking abilities
- Attention to detail, ability to multitask, and work under tight deadlines
Preferred qualifications, capabilities, and skills
- Professional certifications such as CFA or CPA
- Prior experience in management reporting and analysis
- Working knowledge of Alteryx and Tableau
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.
Join as a Vice President within the Asia Pacific Regional Planning and Analysis team