Financial Reporting Systems Lead - Executive Director

JPMorganChase; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorganChase is seeking a Financial Reporting Systems Lead to transform MIS capabilities across Finance, focusing on automation, data engineering, analytics, and AI-enabled reporting. You will partner with P&A and Product Controllers to deliver accurate, timely insights and lead a team of analysts and developers.

The role requires advanced finance acumen, experience with MIS in P&A or Product Control, and a proven ability to present complex topics to senior leaders.

Qualifications

• Advanced finance acumen with MIS experience for P&A and/or Product Controllers.
• Experience in data/reporting transformation programs and automation.
• Knowledge of data pipelines, ETL, dashboards, and KPI design.
• Experience applying AI/GenAI to reporting and forecasting.
• Excellent written and verbal communication to senior leaders.

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).
• 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.

Skills

Finance acumen

MIS for P&A

Executive reporting

AI reporting

Data pipelines

SQL

Stakeholder mgmt

Tools

SQL

BI tools

ETL tooling

Job description

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.

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).

About Us

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

About The Team

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.