Financial Analysis - Executive Director

JPMorgan Chase & Co.; New York (NY); On-site; USD 140,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Reporting Systems Lead – Executive Director to modernize management reporting across Finance, emphasizing automation, data engineering, analytics, and AI-enabled insights.

You will own the MIS strategy, lead transformation of processes, and build scalable reporting solutions with AI-assisted capabilities. You will partner with P&A and Product Controllers to deliver timely performance insights and translate financial concepts into actionable narratives.

Qualifications

• Advanced finance acumen with experience delivering MIS for Finance reporting and controls.
• Proven track record leading data/reporting transformation programs (automation, modernization).
• Data pipelines/ETL concepts, BI/reporting development, data querying (SQL).
• Practical AI/GenAI experience applied to reporting, forecasting, or insights.

Responsibilities

• Own the MIS strategy and roadmap for Finance reporting, KPIs, dashboards, and executive insights; define standards for metrics, controls, and governance.
• Lead transformation initiatives to simplify, standardize, and automate MIS processes (close/reporting acceleration, data lineage, automation).
• Build and enhance scalable reporting solutions using data pipelines, semantic layers, and self-service BI.
• Apply AI/GenAI to improve productivity and insight generation with explainable results.
• Partner with P&A and Product Controllers to deliver timely performance and risk insights; translate financial concepts into actionable narratives.
• Present clearly to senior leadership and steer decisions with crisp recommendations.
• Establish data quality controls, reconciliation, auditability, and documentation for metrics and reporting processes.
• Lead and mentor a team of analysts, developers, and data/BI resources.

Skills

Finance acumen

MIS reporting

Data engineering

AI in reporting

SQL

Data governance

Stakeholder management

Leadership

Executive presentation

ETL concepts

Job description

The Commercial & Investment Bank Central Planning & Analytics team is seeking a high-impact Financial Reporting Systems Lead with deep technical capability and an advanced finance/MIS domain foundation to modernize management reporting and insights.
As a Financial Reporting Systems Lead – Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will lead the transformation of MIS capabilities across Finance, with an emphasis on automation, data engineering, advanced analytics, and AI-enabled reporting, while partnering closely with Planning & Analysis (P&A), and Product Controllers. You will utilize your exceptional communication skills to influence and present to very senior stakeholders and forward outcomes across cross-functional teams.

Job responsibilities

• Own the MIS strategy and roadmap for Finance reporting, KPIs, dashboards, and executive insights; define standards for metrics, controls, and governance.
• Lead transformation initiatives to simplify, standardize, and automate MIS processes (e.g., close/reporting acceleration, improved data lineage, reduced manual touchpoints).
• Build and enhance scalable reporting solutions using modern data and analytics approaches (e.g., data pipelines, semantic layers, self-service BI).
• Apply AI/GenAI thoughtfully to improve productivity and insight generation (e.g., narrative commentary generation, anomaly detection, variance drivers, automated controls/QA checks), ensuring appropriate risk management and explainability.
• Partner with P&A, and Product Controllers to deliver accurate, timely performance and risk insights; translate financial concepts into actionable business narratives.
• Forward stakeholder engagement and communication: present clearly to senior leadership, synthesize complex topics, and steer decisions with crisp recommendations.
• Establish foundational controls and data quality practices, including reconciliations, auditability, and robust documentation for key metrics and reporting processes.
• Lead and mentor a team (or virtual team) of analysts, developers, and data/BI resources; manage delivery, prioritization, and stakeholder expectations.

Required qualifications, capabilities and skills

• Advanced finance acumen with experience delivering MIS for P&A, and/or Product Control/Controllers.
• Advanced understanding of financial performance drivers, variance analysis, forecasting, and key financial statements/metrics.Demonstrated ability to implement controls, governance, and audit-ready reporting processes.
• Proven track record leading data/reporting transformation programs (process simplification, automation, platform modernization).
• Data pipelines/ETL concepts and tooling.BI/reporting development (dashboards, semantic layers, KPI design).Data querying & analysis (e.g., SQL). Automation and workflow optimization (e.g., scripting, orchestration concepts).
• Advanced understanding of data quality, metadata, lineage, and operating model best practices.
• Practical experience applying AI/ML or GenAI (LLM, Geni) to reporting, forecasting, operational efficiency, or insight generation.
• Ability to evaluate use cases, define success metrics, manage model risk considerations, and implement responsibly.
• Exceptional written and verbal communication skills; ability to present to very senior managers with clarity and confidence.
• Advanced stakeholder management and influencing skills; able to navigate competing priorities and promote alignment.
  

Preferred qualifications, capabilities and skills

• Experience operating in a large, complex financial institution or similarly regulated environment.
• Experience with enterprise-scale data platforms and modern BI ecosystems (tool-agnostic; specifics can be tailored).
• Experience defining operating models for reporting (RACI, SLAs, controls, documentation, and governance forums).
  

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).