Financial Consolidation & Planning Coordinator Product Lead – Vice President-JPMorgan Chase

Job Description

Job Title: Financial Consolidation & Planning Coordinator Product Lead – Vice President

Company: JPMorgan Chase

Location: Columbus, OH

Pay: $123500 – 205000 per year

AI Pay Analysis: The hourly rate translating to an annual salary range of approximately $123,500 to $205,000 for the position of “Financial Consolidation & Planning Coordinator Product Lead – Vice President” in Columbus, OH, appears to be competitive and aligns well with industry standards. In 2023, executive roles such as this, especially within the finance sector, typically command salaries that reflect both the strategic importance of position and the cost of living in the region. Given that the range encompasses both lower and upper mid-tier compensation, it suggests that the role may attract candidates with varying levels of experience but is still positioned competitively against national benchmarks for similar vice president-level roles in finance, particularly in mid-sized to large corporations. Thus, it indicates a robust compensation package for the responsibilities outlined.

Job description:

Join our Finance Data & Platforms Team as a key leader supporting finance stakeholders during critical accounting close cycles. The ideal candidate will demonstrate strong problem-solving and critical thinking abilities and possess adaptability alongside effective communication skills, both verbal and written. A solid understanding of finance and the month-end and quarter-end reporting cycles is essential. We seek detail-oriented individuals who can maintain structure and organization, ensuring no lapse in process and fostering prompt communication with stakeholders. This role requires an individual who can think beyond mere data, recognizing the underlying business context and opportunities within it, while excelling in customer service and timely stakeholder correspondence.

As the Financial Consolidation & Planning Coordinator Product Lead – Vice President, you will serve as the primary contact for data and metadata inquiries in Essbase cubes, ensuring smooth communication between finance teams and system administrators. Your responsibilities include managing hierarchy changes, data retrievals, and validations, as well as scheduling daily meetings to coordinate critical business processes, forecast submissions, and maintain reporting hierarchies. By driving continuous improvement initiatives, you will enhance the efficiency of financial consolidation and reporting workflows. Strong leadership and communication skills are vital, along with an in-depth understanding of Essbase financial cubes.

Key Responsibilities:

• Act as the primary contact for finance stakeholders, facilitating effective communication and collaboration between finance teams and system administrators to support financial consolidation and reporting processes utilizing Essbase.
• Conduct daily meetings with Planning & Analysis (P&A) teams to coordinate critical business processes, manage the forecast and budget submission calendar, facilitate scenario snapshots, and define taxonomy and hierarchy mappings.
• Maintain Essbase management reporting hierarchies, including local charts of accounts, cost centers/LOBs, and KPIs.
• Develop and maintain comprehensive documentation of financial processes and requirements to ensure accessibility and clarity for all involved stakeholders.
• Exhibit a strong client service orientation by promptly addressing queries and delivering solutions to finance stakeholders while aiding the development and validation of financial analytics solutions.
• Monitor and assess financial processes and analytics applications, identifying improvement opportunities, and spearheading initiatives to enhance efficiency and data accuracy. Oversee daily reconciliations, address data validation/system performance issues, advocate for process automation with internal technology teams, and establish sustainable, repeatable processes to support P&A.
• Collaborate with Finance and P&A teams to identify evolving business needs and translate them into thorough business requirement documents for system enhancements.
• Coordinate the implementation of enhancements and new applications by working closely with Essbase development teams to ensure business alignment and minimal disruption to existing processes.
• Conduct training sessions and workshops to empower team members and stakeholders, enhancing their proficiency in using financial systems and analytics tools effectively.
• Drive continuous improvement initiatives to streamline financial consolidation and reporting workflows, optimizing the efficiency of Month-End, Quarter-End, and Year-End close processes.
• Demonstrate strong leadership capabilities, comprehensive understanding of financial consolidation processes, and proficient communication and collaboration skills across diverse teams.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Accounting, Financial Planning, or Management Information Systems.
• Over 7 years of experience as a power user of Essbase cubes, with expertise in Hyperion Essbase add-ins such as Dodeca and Hyperion SmartView for data analysis and troubleshooting.
• Strong financial acumen in planning, budgeting, and reporting cycles with the capacity to translate business needs into technical requirements effectively.
• Advanced comprehension of financial statements, including P&L and Balance Sheet hierarchies, as well as alternate hierarchy management and non-financial metrics such as KPIs.
• Excellent oral and written communication skills to engage effectively with finance stakeholders, senior management, and peers.
• Proven leadership and people management skills with experience in mentoring teams to drive process improvements and enhance stakeholder satisfaction.

Preferred Qualifications, Capabilities, and Skills:

• An MBA in Finance or Accounting is advantageous.
• Familiarity with advanced business analysis tools including Alteryx, Tableau, and SQL Server.
• Knowledge of other OLAP solutions, both on-premises and cloud-based.
• Proficiency in advanced Excel functions and macros for efficient data manipulation.
• Familiarity with Oracle Essbase Calc scripts, Report Scripts, MDX, and ASO/BSO outline management is highly advantageous.
• Previous experience in supporting financial institutions, particularly within consumer banking sectors such as credit cards, home lending, and auto LOBs FP&A teams.

Candidates are required to work full-time in-office (5 days) starting as early as March. Specific details and timing will be communicated directly by management.

Chase is a leading financial services firm assisting nearly half of America’s households and small businesses in achieving their financial objectives through a comprehensive range of financial products. Our mission is to foster engaged, lifelong relationships and place our customers at the core of everything we do. We support small businesses, nonprofits, and cities, delivering solutions to meet all their financial needs.

We offer a competitive total rewards package including a base salary determined by the role, experience, skill set, and location. Eligible roles may also receive commission-based compensation and/or discretionary incentives, awarded in recognition of individual achievements. A variety of benefits and programs are available to meet employee needs, including comprehensive health care coverage, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Detailed information regarding total compensation and benefits will be provided during the hiring process.

We recognize that our people are our greatest asset, and the diverse talents they bring to our global workforce are integral to our success. We are an equal opportunity employer and highly value diversity and inclusion within our company. We do not discriminate based on any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disabilities. For more information about requesting accommodations, please visit our FAQs.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary:
Jersey City, NJ $123,500.00 – $205,000.00 / year

Job Posting Date: Mon, 14 Apr 2025 22:49:56 GMT

Apply now!