Executive Director - Commercial & Investment Bank Central Planning and Analysis Team jobs in United States
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JPMorganChase · 4 weeks ago

Executive Director - Commercial & Investment Bank Central Planning and Analysis Team

JPMorganChase is a leading financial services firm, and they are seeking an Executive Director within the Central Planning and Analysis Team. This role involves collaborating with senior stakeholders to manage financial deliverables and drive strategic decision-making in Commercial and Investment Banking.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Financial AnalysisBudgetingForecastingMicrosoft OfficeAnalytical SkillsRelationship ManagementCommunication SkillsProject ManagementDetail-orientedSelf-starter

Required

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

Preferred

Experience in Planning & Analysis and Financial Services industry

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase