Executive Director – Commercial & Investment Bank Planning and Analysis Team

Job responsibilities

• Lead the Core Planning and Analysis activities such as Budgeting Forecasting and Senior Management reviews, for the CIB Central P&A team. The role requires an extensive hands‑on experience in running the Budget and Forecast process, exceptional attention to details and ability to lead and develop high performing teams across locations.

• Maintain a executive presence and communication skills with the ability interact and present to senior levels of the organization, ability to multitask, prioritize and deliver under tight timelines.

• Partner with all the CIB Line of Business P&A teams as well as the Firmwide P&A team to own and manage the end‑to‑end delivery of the CIB Budget and Forecast. Consolidate and analyze financial results and communicate to the CFOs and business heads in ways that allow for actionable insights that can impact business performance.

• Collaborate with Strategy, Earnings and line of business P&A teams to deliver on critical senior managing and external presentations such as Quarterly earnings, Investor Day, CIB Townhalls and QBRs

• Enhance expense and headcount analysis, provide senior management with the key themes and trends that can support strategic decision making. The role will also require leading the efforts to monitor and govern the expense and headcount tasks for each of the CIB businesses, understand the areas of progress and risks, and report to the CFOs.

• Support monitoring of business performance through the existing performance framework, as well as collaborate with business lines and CFOs to continually enhance the framework to align with the business objectives.

• Partner with Finance Integration Office to align the management reporting model with the changes to business hierarchies and changes to the booking model.

• Partner with CIB and Firmwide infrastructure teams to support the digital transformation agenda.

• 15 years of experience in Finance, Accounting, Business Management or Strategy

• Bachelor’s degree in accounting, Finance, Economics, or related field

• Advanced Microsoft Office skills (Excel & PowerPoint in particular)

• Experience in the consolidation, review, analysis, and presentation of Financials. Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables.

• Excellent oral and written communication and relationship management skills

• Detail‑oriented and able to multi‑task in a fast‑paced environment with frequently changing priorities and to meet deadlines under pressure. Self‑starter who is driven to excel in all aspects of their role and seeks to break the status‑quo and initiate improvements where necessary.

• Experience in Planning & Analysis and Financial Services industry.

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

NY $ – $ / year