Executive Director, Consumer Banking Head of Planning & Analysis

JP Morgan Chase; Columbus (OH); On-site; USD 180,000 - 320,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Head of Planning and Analysis for Consumer Banking to partner with the CFO/CEO on financial planning, reporting, and strategic analysis. Lead budgeting cycles, capital stress testing, and drive data-driven performance reviews across CB and related P&A teams.

The role demands 10+ years in finance or consulting, strong leadership and change-management skills, and expertise in analytics tools with a focus on automation and talent development.

Qualifications

• 10+ years of experience in Finance/Accounting or management consulting.
• Bachelor's degree in Accounting/Finance.
• Experience in planning, forecasting, budgeting.
• Ability to work with CEO level leadership and drive change.
• Strong quantitative, analytical and communication skills.

Responsibilities

• Lead senior monthly business reviews with the CB CEO and CFO and quarterly with the CCB CEO and CFO.
• Lead the planning cycle, including budgeting, forecasting, variances analysis and capital stress testing.
• Drive transformation, automation and process improvements across P&A and CB Finance & Business Management.
• Ad hoc analysis of business drivers and opportunities for improvement.
• Lead a team delivering analytical support for business strategy and executive storytelling.
• Build strong relationships with CB CEO/CFO and other P&A teams.
• Ensure data integrity, accuracy and timeliness in financial reporting.
• Recruit, develop and manage top talent.

Skills

Leadership

Change management

Data analytics

AI & automation

Executive storytelling

Communication

Education

Bachelor's degree in Accounting/Finance

Master's degree in Accounting/Finance

Tools

Data analytics tools

Automation tooling

Job description

Take a step forward in your career and join the Planning & Analysis (P&A) Group! This group is responsible for partnering within the business and across the firm to provide financial and strategic analysis, central oversight and coordination of firmwide budgeting and forecasting, and strategic program management and execution. Additionally, the P&A Group drives the enhancement of analytics,automation, and simplification of processes.

These roles primarily support the strategic analysis of our financial planning framework, in addition to partnering closely with LOB business teams and functions for core financial reporting, process improvement, ad-hoc analysis and due diligence.

As the Head of Planning and Analysis for Consumer Banking (“CB”), you will be supporting the CFO and CEO with financial planning, reporting, and strategic analysis, while leading initiatives for business performance reviews, budgeting, and capital stress testing. Candidates should have over 10 years of experience in finance or management consulting, strong leadership skills, and proficiency in data analytics tools (or willingness to learn), with a focus on driving change and developing top talent.

Job Responsibilities:

• Analysis of business performance, including development and leadership of senior monthly business reviews with the CB CEO and CFO and quarterly with the CCB CEO and CFO
• Lead the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan, and capital stress testing
• Drive change, efficiencies and process improvement to the P&A and Consumer Banking Finance & Business Management functions
• Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
• Lead a team to provide analytical support for business strategy, including ownership of strategic deliverables and storytelling to senior audiences and external stakeholders
• Build a strong working relationship across multiple senior leaders and teams, including with the CB CEO/CFO, as well as the other CCB LOB P&A teams and the CCB P&A team
• Ensure data integrity, accuracy and timeliness in all financial reporting
• Recruit, develop and manage top talent

Required Qualifications, Skills, and Capabilities:

• Strong team leader and change agent; passionate about developing the Planning & Analysis function of the future, drive transformation and innovation by deploying automation and AI. Expected to leverage AI, automation, and agent-based services to materially reduce operational complexity, improve speed and accuracy, and create capacity for team to focus on higher-value work
• 10+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
• Bachelors degree in Accounting/Finance
• Experience in planning, forecasting, budgeting
• Ability to work across senior levels of the organization, including the CEO of Consumer Banking, in a leadership role and drive change
• Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask tough questions, challenge the status quo and manage multiple tasks simultaneously
• Strong quantitative, critical thinking and analytical skills, excellent quantitative and problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly and communicate complex concepts in a fast-paced, dynamic environment and maintain an effective controls environment
• Strong interpersonal, verbal and written communication skills; ability to synthesize financial information into concise, insightful and actionable recommendations, comfortable interacting with and presenting to all levels of management
• Exceptional attention to detail related to providing accurate and timely data
• Manage a team of analytical-minded individuals and identify opportunities to automate and identify efficiencies and process enhancements

Preferred Qualifications, Skills, and Capabilities:

• Experience in Retail Financial Services desired
• Master’s degree in Accounting/Finance

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).