Strategic Finance Lead - Home Lending Planning & Analysis

JPMorgan Chase; Ohio; On-site; USD 180,000 - 250,000; Full time

Job summary

JPMorgan Chase is seeking an Executive Director-level professional for Home Lending Planning & Analysis in the United States, based in Ohio. The role centers on leading core planning, forecasting, and management reporting to inform senior leadership decisions.

You will translate performance drivers and strategic initiatives into actionable insights, collaborating across finance and corporate functions to deliver timely, decision-ready materials.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Experience leading budgeting and forecasting processes in a complex organization.
• Experience presenting financial results to senior audiences.
• Previous managerial experience leading a team.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong analytical, problem-solving, and project management capabilities with meeting deliverables.

Responsibilities

• Lead budgeting and monthly forecasting process, ensuring accuracy and timely delivery.
• Prepare quarterly stress testing forecasts and scenario analyses.
• Develop financial updates for senior management, regulators, and stakeholders.
• Analyze profit and loss and balance sheet drivers.
• Evaluate business models, earnings sensitivities, and strategic initiatives.
• Consolidate inputs across teams to produce governed reporting outputs.
• Coordinate with External Reporting and Investor Relations to align messaging.
• Deliver quarterly earnings support and recurring management reporting.
• Lead analyses and ad hoc projects for senior management.

Skills

Advanced Excel

PowerPoint

Financial analysis

Forecasting

Leadership

Communication

Education

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

Tools

Essbase

Databricks

Job description

JPMorgan Chase is seeking an Executive Director-level professional for Home Lending Planning & Analysis in the United States, based in Ohio. The role centers on leading core planning, forecasting, and management reporting to inform senior leadership decisions.

You will translate performance drivers and strategic initiatives into actionable insights, collaborating across finance and corporate functions to deliver timely, decision-ready materials.