Lending Planning & Analysis Executive Director, Modeling and Analysis

Join a dynamic team where your expertise shapes the future of Home Lending. You will have the opportunity to lead critical financial processes, collaborate across business lines, and drive innovation in modeling and analysis. At JPMorgan

Chase, you are empowered to make a difference, grow your career, and contribute to a culture of excellence.

As a Home Lending Financial Planning & Analysis Lead within the Home Lending FP&A team, you play a pivotal role in forecasting, modeling, and strategic financial analysis. You own and optimize key qualitative methodologies, deliver insightful presentations, and partner with business leaders to drive results. You thrive in a fast-paced environment, balancing multiple priorities and leading projects that impact the firm’s financial performance.

Your analytical skills and collaborative approach help us deliver accurate, timely, and actionable insights.

• Lead ownership and optimization of seven Home Lending Qualitative Methodologies (QMs), including model enhancements, performance management, and back testing.
• Maintain technical documentation, coordinate remediation of open issues, and lead periodic re-reviews with Model Risk Governance and Review (MRGR).
• Execute Home Lending models and QMs for Budget and Comprehensive Capital Analysis and Review (CCAR) processes.
• Prepare management review presentations by analyzing business drivers, writing commentary, and delivering clear financial narratives.
• Analyze business models, earnings sensitivities, and strategic initiatives to enhance understanding of financial results.
• Manage projects with a focus on accuracy and timely delivery of key milestones.
• Lead additional analyses as required by senior management.
• Communicate and coordinate effectively with business lines and corporate functions, including External Reporting, Investor Relations, and Corporate Financial Analysis.
• Support ad hoc projects as needed.

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Robust understanding of financial modeling principles and best practices.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.
• Experience in the consolidation, review, analysis, and presentation of financials.
• Exceptional analytical, problem solving, critical thinking, and project management skills.
• Excellent oral and written communication and relationship management skills.
• Detail-oriented, able to multi-task in a fast-paced environment, and meet deadlines under pressure.
• Self-starter who is driven to excel and initiate improvements.

• Master’s degree in an analytical field with strong statistical analysis skills.
• Twelve years of professional experience analyzing profit and loss and balance sheet drivers.
• Previous experience in home lending.
• Experience with internal modeling and financial systems such as FRAME and Essbase.

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.