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.

Responsibilities

• 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.

Required Qualifications, Capabilities, And Skills

• 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.

Preferred Qualifications, Capabilities, And Skills

• 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 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.

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.