Executive Director, Home Lending Planning & Analysis

JP Morgan Chase; Ohio; On-site; USD 180,000 - 260,000; Full time

Job summary

JP Morgan Chase in the United States is seeking an Executive Director in Home Lending Planning & Analysis to lead planning, forecasting, and governance. You will translate performance drivers into clear insights for senior leadership and partner across finance and corporate functions to deliver decision-ready materials.

This role focuses on timely earnings updates, stress testing, and analyses of P&L and balance sheet drivers, with cross-functional collaboration across External Reporting and

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Experience leading budgeting and forecasting in a complex organization.
• Experience preparing, reviewing, analyzing, and presenting financial results for senior audiences.
• Previous managerial experience leading a team.

Responsibilities

• Lead budgeting and monthly forecasting process.
• Prepare quarterly stress testing forecasts and scenario analyses.
• Develop financial updates and presentations for senior management, regulators, and other key stakeholders.
• Analyze business performance drivers, including profit and loss and balance sheet dynamics.
• Evaluate business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results.
• Consolidate inputs across teams to produce consistent, well-governed reporting outputs.
• Coordinate with cross-functional partners to align messaging and deliverables.
• Deliver quarterly earnings support and recurring management reporting.
• Lead one-off and repeatable analyses requested by senior management.
• Support ad hoc projects as needed to address emerging priorities.

Skills

Advanced Excel

PowerPoint

Analytical thinking

Problem solving

Project management

Leadership / team management

Written and verbal communication

Relationship management

Multi-priority / time management

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Essbase

Databricks

Job description

JP Morgan Chase in the United States is seeking an Executive Director in Home Lending Planning & Analysis to lead planning, forecasting, and governance. You will translate performance drivers into clear insights for senior leadership and partner across finance and corporate functions to deliver decision-ready materials.

This role focuses on timely earnings updates, stress testing, and analyses of P&L and balance sheet drivers, with cross-functional collaboration across External Reporting and