Global Finance and Business Management - Client Reporting-Financial Analysis- Executive Director

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Executive Director for the Commercial and Investment Bank’s Central Planning & Analysis Team in Client Reporting and Analysis. You will support day-to-day objectives and shape the strategic vision alongside senior leaders.

This role offers exposure to diverse stakeholders, leadership of critical deliverables, and the opportunity to drive client reporting initiatives within a dynamic, fast-paced environment.

Qualifications

• 10+ years of professional experience handling large data sets and analyzing P&L and balance sheet drivers.
• Experience with data modeling and visualization tools to support reporting.
• Strong analytical, problem solving and project management skills with a proven delivery track record.

Responsibilities

• Partner with business leaders to deliver comprehensive client reporting across lines of business.
• Lead discussions to translate objectives into concrete programs and deliverables.
• Collaborate with SMEs to support client profitability analyses and ad hoc inquiries.
• Drive governance around client data and document business logic for reports.
• Own end-to-end implementation of reporting enhancements on internal platforms.

Tools

SQL

Databricks

Snowflake

Sigma

Job description

J.P. Morgan is seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank’s Central Planning & Analysis Team for the role in Client Reporting and Analysis

As an Executive Director in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and leadership skills will be key to your success in this role.

Job Responsibilities

• Partner with the CIB lines of business leads, Strategy and other stakeholder to lead the delivery of a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
• Lead discussions with senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables.
• Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
• Drive engagement across the technology and business groups to support the continued build out of reporting and technology infrastructure for cross LOB Client analytics
• Implement appropriate governance & controls around the client data to ensure accuracy and adequate business logic documentation
• Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
• Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platforms

Required Qualifications, Capabilities

• 10+ years professional experience in handling large amounts of data, analyzing P&L and balance sheet drivers
• Experience with data modeling and visualization tools, preferably SQL, Databricks, Snowflake, Sigma
• 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
• Previous experience in Business Management / client analytics / Strategy role in banking or financial services strongly preferred

Preferred qualifications, capabilities, and skills