Home Lending Planning & Analysis Executive Director, Modeling and Analysis

JPMorgan Chase & Co.; Kentucky; On-site; USD 80,000 - 120,000; Full time

Job summary

A major financial services firm in Kentucky is seeking a Home Lending Financial Planning & Analysis Lead. In this role, you will forecast, model, and conduct strategic financial analysis that impacts the firm’s performance. The ideal candidate will have a bachelor’s degree in a related field, possess strong financial modeling skills, and excel in communication. You will lead critical methodologies and analyses, delivering presentations that drive results. The firm offers opportunities for growth in a dynamic environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Robust understanding of financial modeling principles and best practices.
• Exceptional analytical, problem-solving, and critical thinking skills.

Responsibilities

• Lead ownership and optimization of Home Lending Qualitative Methodologies.
• Prepare management review presentations by analyzing business drivers.
• Manage projects with a focus on accuracy and timely delivery.

Skills

Financial modeling principles

Project management

Analytical skills

Communication skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor’s degree in Accounting, Finance, Economics

Tools

FRAME

Essbase

Job description

Join a dynamic team where your expertise shapes the future of Home Lending. You will have the opportunity to lead critical financial processes, collaborate across business lines, and drive innovation in modeling and analysis. At JPMorganChase, you are empowered to make a difference, grow your career, and contribute to a culture of excellence.

Job Summary

As a Home Lending Financial Planning & Analysis Lead within the Home Lending FP&A team, you play a pivotal role in forecasting, modeling, and strategic financial analysis. You own and optimize key qualitative methodologies, deliver insightful presentations, and partner with business leaders to drive results. You thrive in a fast-paced environment, balancing multiple priorities and leading projects that impact the firm’s financial performance. Your analytical skills and collaborative approach help us deliver accurate, timely, and actionable insights.

Job Responsibilities

• Lead ownership and optimization of seven Home Lending Qualitative Methodologies (QMs), including model enhancements, performance management, and back testing.
• Maintain technical documentation, coordinate remediation of open issues, and lead periodic re-reviews with Model Risk Governance and Review (MRGR).
• Execute Home Lending models and QMs for Budget and Comprehensive Capital Analysis and Review (CCAR) processes.
• Prepare management review presentations by analyzing business drivers, writing commentary, and delivering clear financial narratives.
• Analyze business models, earnings sensitivities, and strategic initiatives to enhance understanding of financial results.
• Manage projects with a focus on accuracy and timely delivery of key milestones.
• Lead additional analyses as required by senior management.
• Communicate and coordinate effectively with business lines and corporate functions, including External Reporting, Investor Relations, and Corporate Financial Analysis.
• Support ad hoc projects as needed.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• Robust understanding of financial modeling principles and best practices.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.
• Experience in the consolidation, review, analysis, and presentation of financials.
• Exceptional analytical, problem solving, critical thinking, and project management skills.
• Excellent oral and written communication and relationship management skills.
• Detail-oriented, able to multi-task in a fast-paced environment, and meet deadlines under pressure.
• Self-starter who is driven to excel and initiate improvements.

Preferred Qualifications, Capabilities, and Skills

• Master’s degree in an analytical field with strong statistical analysis skills.
• Twelve years of professional experience analyzing profit and loss and balance sheet drivers.
• Previous experience in home lending.
• Experience with internal modeling and financial systems such as FRAME and Essbase.