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Sales & research financial planning & analysis –ai enabled transformation lead

London
JPMorgan Chase & Co.
Financial planner
€125,000 - €150,000 a year
Posted: 21 May
Offer description

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.

Job 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

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