Executive Director - Global Payments P&A - Sales, WCP & Unit Costing

Next Frontier Capital; Plano (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking an Executive Director to lead Planning & Analysis for Global Payments within Commercial & Investment Banking.

You will drive Sales P&A, client profitability reporting, and unit economics while partnering with senior leaders across Finance, Sales, Product, Operations and Technology. You will guide forecasting, budgeting, and performance analytics, improving profitability, consistency, and scalability by implementing automation and enhanced reporting

Qualifications

• 12+ years professional experience handling large data sets.
• Advanced Excel and PowerPoint skills.
• Experience consolidating, reviewing, analyzing and presenting financials.
• Strong analytical, problem-solving and project-management abilities.
• Excellent oral and written communication and relationship skills.
• Detail-oriented with ability to multi-task in a fast-paced environment.

Responsibilities

• Lead Sales P&A activities including KPI development, forecasting, budgeting, and reporting.
• Partner with Payments Sales leadership and Finance to translate objectives into measurable targets.
• Drive analytics across regions, products, and client segments to improve profitability and execution.
• Oversee client profitability reporting and analytics, including roadmap prioritization and controls.
• Support ad hoc client deep dives and senior-management inquiries.
• Drive process improvement, automation, and technology enhancements for reporting.
• Lead implementation of reporting enhancements with sign-off and validation.
• Oversee unit economics deliverables including marginal cost and break-even analysis.
• Collaborate with Product, Operations, Technology, and Finance on cost attribution and driver-based models.
• Manage and develop a high-performing team with clear priorities and cadence.

Skills

Data handling

Excel & PowerPoint

Financial analytics

Stakeholder management

Leadership

Project management

Tools

SQL

Tableau

Job description

Join a team where your analysis shapes the priorities that power global payments. You’ll partner with senior leaders across Finance, Sales, Product, Operations, and Technology to turn business goals into clear targets and actionable insights. You’ll lead reporting, forecasting, and profitability analytics that influence high‑stakes decisions. If you enjoy improving how work gets done, you’ll have the runway to modernize processes, strengthen controls, and scale automation.

As an Executive Director in Global Payments within Commercial & Investment Banking, you will lead key Planning & Analysis activities across Sales P&A, WCP/client profitability reporting, and unit economics. The role requires strong financial acumen, analytical judgment, leadership, and the ability to partner with senior stakeholders across Finance, Sales, Product, Operations, Technology, and business leadership.

Job Responsibilities

• Lead Sales P&A activities, including KPI development, performance analytics, budgeting, forecasting, outlook updates, scenario analysis, and management reporting.
• Partner with Payments Sales leadership and Finance stakeholders to translate business objectives into measurable targets, deliverables, and actionable insights.
• Drive analytics across regions, products, and client segments, identifying performance drivers and recommending actions to improve profitability, consistency, and execution.
• Lead WCP-enabled client profitability reporting and analytics, including roadmap prioritization, delivery standards, controls, and executive-level insights.
• Support ad hoc client deep dives and senior management queries, ensuring consistent methodology, messaging, and business interpretation.
• Drive process improvement, automation, and technology enhancements to improve reporting efficiency, transparency, controls, and scalability.
• Lead implementation of reporting enhancements, including requirements, testing, business sign-off, stakeholder alignment, and post-implementation validation.
• Oversee unit economics deliverables, including marginal cost, break-even analysis, and profitability by product, client, and segment.
• Partner with Product, Operations, Technology, and Finance to refine cost attribution, allocation methodologies, and driver-based models.
• Manage and develop a high-performing team, setting priorities, operating cadence, and delivery expectations

Required qualifications, capabilities, and skills

• 12+ years professional experience in handling large amount of data
• 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 qualifications, capabilities, and skills

• Previous experience in Business Management / client analytics / Strategy role in banking or financial services strongly preferred
• Analyzing P&L and balance sheet drivers preferred
• Experience with SQL & Tableau; data modeling and visualization tools

Additional Information

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).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. This role will lead key Planning & Analysis activities across Sales P&A, WCP/client profitability reporting, and unit economics.