Program Management - Commercial and Investment Bank Finance Transformation and Innovation

Job Responsibilities

• Strategy and Portfolio Leadership

• Set the transformation agenda and roadmap for P&A, aligned to Finance's strategic architecture and firmwide priorities.

• Manage a portfolio of multi-workstream programs with clear OKRs/KPIs, benefit realization plans, and outcome-based milestones.

• Translate strategic objectives into executable plans across platforms, data, processes, and operating model.

• Program Delivery and Governance

• Oversee end-to-end delivery of multiple large-scale initiatives, including scope, business case, plans, budgets, timelines, and resource allocation.

• Proactively identify, manage, and resolve risks, issues, and cross-program dependencies; ensure strong controls and audit readiness.

• Establish executive-ready governance, steering forums, scorecards, dashboards, and MIS to track performance and inform decisions.

• Stakeholder and Executive Engagement

• Build and maintain senior-level relationships across LOBs, Technology, Data, Risk/Controls, and Operations to ensure alignment and sponsorship.

• Lead forums for updates and decisions, driving consistent and transparent communication across stakeholders and work streams.

• Operating Model and Process Reimagination

• Design and implement target operating models, future-state process flows, and handoffs across P&A to reduce cycle time and risk.

• Leverage automation, AI/ML, and data-driven insights to optimize planning, forecasting, close, and reporting processes.

• Data, Digital, and Cloud Enablement

• Partner with Technology and Data teams to modernize data pipelines and platforms (e.g., cloud, Databricks, AWS) with strong data quality, lineage, and governance.

• Integrate analytic capabilities and advanced methods (e.g., AI/ML, LLMs) to enhance forecasting, scenario modeling, and decision support.

• Requirements, Testing, and Change Management

• Lead development and refinement of strategic business requirements; ensure traceability from requirements to benefits realization.

• Own UAT strategy end-to-end: test planning, test case design, environment readiness, execution oversight, and sign-off governance.

• Drive business readiness and adoption, including communications, training materials, and enablement sessions for end users.

• Financials, Benefits, and Value Realization

• Manage program budgets and vendor engagements; measure and report on benefits (productivity, quality, control, customer experience).

• Ensure sustained outcomes post-implementation via stabilization plans, run-state governance, and continuous improvement.

• Leadership and Culture

• Lead and mentor project managers and analysts in a matrixed environment; foster accountability, curiosity, and an ownership mindset.

• Champion agile ways of working, continuous improvement, and a culture of transparency and collaboration.

• Bachelor's degree in Finance; strong grounding in financial concepts relevant to P&A.

• 10+ years of experience in program/project management and business analysis, including leadership of multi-year, multi-workstream transformations.

• Proven end-to-end delivery expertise: scoping, business case development, budget and timeline management, implementation, and change management.

• Mastery of delivery methodologies and governance (Agile, SCRUM, and Waterfall) with the judgment to select and blend approaches.

• Demonstrated success influencing and engaging senior stakeholders; excellent executive communication and presentation skills.

• Advanced analytical and structured problem-solving skills; ability to decompose complex processes and architect scalable solutions.

• Strong understanding of data flows between applications and cloud architecture; ability to leverage data for decision-making.

• Hands-on experience with Microsoft Office (Excel, Visio, PowerPoint) for executive-ready materials, process maps, and decision support.

• Established track record building and operating governance, scorecards, and MIS to manage risk, performance, and benefits.

• Ownership mindset with the ability to operate in a fast-paced, ambiguous environment and drive outcomes across functions.

• Advanced degree or relevant certifications are a plus (e.g., PMP/ SAFe).

• P&A and/or Controllers domain experience, including planning and forecasting across Balance Sheet, RWA, Capital, Revenue, Expense, and Headcount.

• Technical knowledge and experience with Cloud, Databricks, AWS, and modern data platforms; familiarity with APIs and data orchestration.

• Practical exposure to AI/ML and LLM-enabled solutions for forecasting, analytics, and process automation.

• Experience designing target operating models, business process reengineering, and control integration; familiarity with risk and regulatory considerations.

• Experience leading large-scale UAT and business readiness programs, including training and adoption for diverse user populations.

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and…