Joe SpellerCIMA · PMP

Joe is a qualified accountant and project manager who turns regulatory complexity into clear, deliverable plans — currently a Vice President at JPMorgan Chase.

Based Maidenhead, UK
Work Location London / Remote
Email joespeller@outlook.com
Phone +44 7760 994048

By the numbers

TAP TO EXPLORE
Fast Promotion to VP
5yrs
Joe was promoted from new joiner to Vice President in five years at JPMorgan — across three roles in Fund Services, Technology Business Management and Payments Strategic Projects.
Age
29
Industry Qualifications
4
Chartered Institute of Management Accountants, Project Management Professional, Certified Associate in Project Management, and the BCS Foundation Certificate in Artificial Intelligence.

Selected projects

Two of the main public projects that Joe has contributed to in his roles at J.P. Morgan.

EXTERNAL LINKS ↗

Where was Joe in...

CLICK ANY MILESTONE
A-Levels
2013
Durham
2015
NBCUniversal
2018
Fund Services
2019
Tech BM
2020
VP, Payments
2021
Today
2026

What Joe brings

EXPERTISE

Domain depth

Finance Transformation
100
Payments & Product Control
100
Programme & Project Delivery
100
Risk & Compliance Analysis
100
Accounting Design & Controls
100
Cross-functional Leadership
100
Senior Stakeholder Communication
100
Budgeting & Forecasting
100
Financial Modelling & Analysis
100
Operating Model Design
100
Reconciliation & Control Frameworks
100
Change & Governance Management
100
Data Analysis & Reporting
100
Regulatory Interpretation
100

Tools & tech

A mix of finance-system fluency, BI/automation tooling and project-delivery platforms.

SAP
Advanced Excel
Tableau
Alteryx
Power BI
SQL
JIRA
SharePoint
Lucid
Fin. Modelling
MS Office
+ AI tooling

Qualifications

Chartered Institute of Management Accountants
Project Management Professional
Certified Associate in Project Management
BCS Foundation Certificate in Artificial Intelligence

Selected highlights

WORK THAT MATTERED
CASE 01 — GLOBAL ROLLOUT

From single-client pilot to 1B+ transactions

Joe led the finance workstream on the global rollout of JPMorgan's new merchant acquiring platform. He designed accounting and cash-management flows, configured SAP reference data, ran UAT, and signed off production releases — across the UK, EU, US, Canada and Australia.

CASE 02 — EMEA MIGRATION

Low-value payments processing migration

Joe supported the EMEA-wide migration to a new low-value payments processing system. He built scalable reconciliation and financial control frameworks and authored the SOPs that operations teams now run on.

CASE 03 — $60M PORTFOLIO

Technology investment governance

Joe ran finance for a $60M+ annual technology portfolio supporting ~270 engineers. He rationalised programme costs into budgets, allocated to revenue-generating businesses, and produced governance reporting trusted by senior leadership.

CASE 04 — BEYOND THE DAY JOB

NextGen Podcast & sustainability dashboard

Joe created an internal podcast series viewed thousands of times across the firm — and joined the EMEA management team of the Young Professionals Group. Separately, he co-built a sustainability Tableau dashboard that scaled from one site to multiple across EMEA.

Foundations

EDUCATION
2015 — 2018
Durham University
BA (Hons) Politics — First Class
  • Specialised in EU institutions and international organisations, with a focus on transition economies and the role of bodies like the EBRD.
  • Head of Promotions (Marketing & Advertising) at Purple Radio — Durham University's student-run radio station — leading the team responsible for marketing campaigns and audience growth.
2013 — 2015
South Downs College
A-Levels: A*, A*, A  |  EPQ: A
  • A-Level subjects: Geology (A*), Geography (A*), History (A). EPQ: Political Science (A).
  • Held part-time jobs throughout — early lessons in juggling competing priorities and turning up reliably.
⚡ EASTER EGG UNLOCKED
Hi recruiter. If you got here, you're thorough — exactly the kind of person Joe likes working with. Drop him a line.