Risk Management & Compliance – Financial Planning and Analysis Executive Director jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 1 month ago

Risk Management & Compliance – Financial Planning and Analysis Executive Director

JPMorgan Chase is a leading financial services firm, and they are seeking an Executive Director in the Risk and Compliance Financial Planning and Analysis team. This role involves driving financial analysis and reporting, leading initiatives in report automation and process improvement, and supporting key business reviews to guide decision-making on operating expenses and headcount.

BankingFinancial Services

Responsibilities

Own core financial planning and analysis activities, including budgeting, forecasting, monthly financial close, incoming allocations, and senior management reviews
Proactively engage stakeholders across the broader finance and business management organization to develop monthly financial forecast and annual budget
Oversee/Conduct monthly financial reviews, providing clear explanations of financial and headcount variances
Construct ad-hoc financial analytics to support critical priorities and enable thoughtful senior management decision making
Oversee the development and execution of cost allocation methodologies to achieve accurate distribution of expenses across business units and functions
Demonstrate strategic thinking and understand how decisions impact the organization as a whole, managing through change and adapting to shifting business needs
Lead a team of FP&A professionals, developing talent, managing performance, and facilitating timely high-quality delivery

Qualification

Financial PlanningAnalysisEnterprise Financial SystemsTeam LeadershipPowerPointBusiness Intelligence ToolsSAPOracleAnnaplanDatabricksJudgmentDiscretionStrategic ThinkingCommunication Skills

Required

10+ years of relevant experience with a degree in Finance, Accounting, Business or related field
Proficient in enterprise financial systems to support budgeting, forecasting, reporting, and data-driven insights
Advanced PowerPoint skills for developing executive-level presentations that clearly communicate financial insights, strategic recommendations, and business performance to senior stakeholders
Proven ability to build strong partnerships across diverse teams, communicate complex financial concepts clearly to stakeholders at all levels, and influence decision-makers to drive alignment on strategic priorities
Experienced in building, leading, and managing high-performing teams by recruiting top talent, fostering professional development, and driving collaboration to achieve business objectives
Ability to exercise sound judgment and discretion when handling sensitive financial information, maintaining confidentiality and compliance with company policies at all times

Preferred

Experience with business intelligence tools (e.g., Tableau, Alteryx)
Experience with SAP, Oracle, Annaplan, or Databricks

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin
Company data provided by crunchbase