Home Lending Planning & Analysis Executive Director, Modeling and Analysis

Testing Site - JPMC; Ohio; On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase Home Lending FP&A Lead role focuses on forecasting, modeling, and strategic financial analysis within the Home Lending FP&A team. You own qualitative methodologies, deliver insightful presentations, and partner with business leaders to drive results.

You thrive in a fast-paced environment, manage multiple priorities, lead projects with accuracy and timely milestones, and communicate clearly with External Reporting, Investor Relations, and Corporate Financial Analysis to support

Qualifications

• 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.

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 MRGR.
• Execute Home Lending models and QMs for Budget and 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.

Skills

Financial modeling

Analytical thinking

Problem solving

Project management

Communication

Multi-tasking

Education

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

Tools

Excel

PowerPoint

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.