Securities Services Finance & Business Management- Executive Director

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase is seeking an Executive Director for Securities Services Planning and Analysis in New York. You will lead a team to develop key processes and systems delivering timely, accurate analysis to business heads, CFOs, and corporate planning leads.

The role focuses on budget, forecasting, revenue control, and expense management while driving transformation projects and scalable analytics across the Securities Services organization.

Qualifications

• 10+ years of finance and overall business management experience in a complex financial organization.
• Outstanding analytical and presentation skills.
• Proven ability to act independently with excellent decision-making skills.
• Proven ability to work well under pressure and handle multiple projects and initiatives.

Responsibilities

• Manage the Securities Services Planning and Analysis team building key processes and systems to ensure timely, robust, accurate and relevant analysis for business heads and CFOs.
• Oversee budget and forecasting processes, revenue control, and expense management across CIB and Corporate sectors.
• Deliver reliable reporting solutions across Securities Services including client analytics, P&L, headcount, and regulatory support.
• Lead the expense agenda for the CFO and Finance leaders, providing insights to CS CEO and CFO.
• Develop a best-in-class reporting and analytics ecosystem addressing redundancy and supporting AI/LLM insights.
• Collaborate with global CFOs on geographic expansion and expense efficiencies.

Skills

Analytical skills

Leadership

Independent decision making

Communication with senior management

Tools

Tableau

Alteryx

Excel

PowerPoint

ChatGPT

Job description

Join JPMorgan Chase as a Securities Services Executive Director within the Securities Services Planning and Analysis team and lead the team in developing key processes and systems to provide timely, accurate, and relevant analysis to business heads.

As the Securities Services Executive Director within the Securities Services Planning and Analysis team, you will lead the team in developing key processes and systems to provide timely, accurate, and relevant analysis to business heads, Chief Financial Officers, and Corporate Planning and Analysis leads, as well as other stakeholders. You will focus on enhancing the analytical capabilities of the organization to support the Securities Services business while managing core Planning and Analysis deliverables for Corporate and Investment Banking and Corporate sectors. Your responsibilities include overseeing budget and forecasting processes, revenue control, and expense management, including enforcing Corporate and Investment Banking expense policies. You will promote the completion of transformation projects and deliver reliable reporting solutions across Securities Services. Key reporting functions include client analytics, profit and loss, headcount, scorecards, and regulatory support. You will lead the expense agenda for the Chief Financial Officer and Finance leaders, providing insights to the Securities Services Chief Executive Officer and Chief Financial Officer. You will create a best-in-class reporting and analytics ecosystem, addressing reporting redundancy and simplifying navigation. You will work closely with global business and Chief Financial Officers on geographic expansion and expense efficiencies. Additionally, you will review potential new business opportunities and attract, develop, and retain a team of world-class finance professionals.

Job Responsibilities

• Manage the Securities Services Planning and Analysis team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders.
• Focus will be on developing the analytical capabilities of the organization to enhance Securities Services business-focused support while simultaneously managing the demands of core P&A deliverables for CIB and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of CIB expense policy), as well as several other key business metrics and processes.
• Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across Securities Services front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook.
• Lead the expense agenda for the CFO and Finance leaders of CIB including the framework, analytics, reporting and ad-hoc analysis to provide insights to Securities Services CEO and CFO
• Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data.
• Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be “the voice” of Securities Services on attendance patterns, ratio seating and associated analytics.
• Reviewing potential new business opportunities / mark to market
• Attract, developing and retaining a team of world class finance professionals

Required qualifications, capabilities, and skills

• 10+ years of finance and overall business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Proven ability to act independently with excellent decision-making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at same time
• Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus.
• Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives.
• Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement.
• Superior verbal and written communication skills, especially when engaging with senior-level management.
• Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation.
• Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing.
• Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.