Executive Director, Consumer Banking Strategy & Planning

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

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.