Sales & Research Financial Planning & Analysis –AI enabled Transformation Lead

Help reshape how Sales Planning and Analysis turns data into decisions. In this role, you will modernize reporting and narrative insights using AI-enabled analytics and automation. You will partner closely with Sales leaders, Business Management, and Technology and Data teams to deliver scalable solutions with strong controls. Your work will reduce manual effort, improve data integrity, and unlock self-service insights. If you enjoy turning strategy into measurable outcomes, this is a high-impact opportunity.

As a Vice President in Sales Planning and Analysis, you will lead the reporting transformation agenda by applying AI-enabled analytics and automation to how we deliver insights. You will work with stakeholders across Sales, Business Management, and Technology and Data to build a prioritized roadmap and deliver controlled, scalable capabilities. You will help us shift from producing reports to producing decision-ready insights, with clear governance and measurable impact.

• Lead end-to-end AI-enabled reporting transformation initiatives from concept through delivery, including success measures and adoption plans.
• Identify, prioritize, and size high-impact automation and AI use cases across reporting and planning processes.
• Partner with Sales and Research leadership to design modern reporting frameworks that emphasize insights, drivers, and decision support.
• Translate business questions into structured analysis and executive-ready narratives for senior stakeholders.
• Build and maintain an execution roadmap with Technology and Data partners, including delivery milestones and dependencies.
• Establish governance, controls, and key performance indicators to track quality, risk, and value delivered.
• Improve data integrity by strengthening validation checks, reconciliations, and controlled data preparation processes.
• Enable self-service insights through scalable solutions, clear documentation, and user enablement.
• Standardize reporting approaches and implement continuous improvement practices to improve cycle time and consistency.
• Coordinate with reporting partners, including offshore teams where applicable, to ensure outputs are accurate and business-relevant.
• Monitor delivered solutions and refine them based on user feedback, performance metrics, and evolving stakeholder needs.

• Few years of experience in planning and analysis, business management, reporting, analytics, or a closely related role.
• Demonstrated experience translating business needs into an AI or automation roadmap and delivering initiatives end-to-end with measurable outcomes.
• Working knowledge of AI-enabled analytics and automation, including a strong focus on data quality, governance, and controls.
• Hands-on experience building large language model-enabled solutions, including prompt design and evaluation methods.
• Hands-on experience with production patterns for large language model solutions, such as retrieval-augmented generation, tool or function calling, and guardrails.
• Experience partnering with Technology and Data teams to deliver scalable solutions with controlled processes.
• Strong ability to influence stakeholders and deliver in a matrixed organization.
• Strong analytical skills, including the ability to synthesize qualitative and quantitative inputs into clear insights.
• Strong written and presentation communication skills, with experience delivering executive-ready narratives.
• Proven ability to manage competing priorities and maintain accountability for delivery timelines and quality.

• Hands-on Python experience for analytics, workflow automation, and repeatable pipelines.
• Working knowledge of SQL for data extraction, transformation, and analysis.
• Experience modernizing reporting platforms and enabling self-service reporting and insights.
• Experience with anomaly detection, automated data quality monitoring, or automated narrative generation.
• Experience setting up operating models, documentation standards, and measurement frameworks for analytics products.
• Experience coordinating with offshore or distributed delivery teams.
• Experience working in a sales or research-supported environment.

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.