Executive Director - Commercial & Investment Bank Central Planning and Analysis Team
About The Position
Join the heart of JPMorganChase’s Commercial & Investment Banking (CIB), where strategic vision meets operational excellence. This dynamic space empowers senior leaders to drive business performance, shape financial strategy, and lead digital transformation across the firm. As an Executive Director within the Central Planning and Analysis Team, you’ll collaborate with top stakeholders, manage critical financial deliverables, and influence decision-making at the highest levels. This team is the engine behind budgeting, forecasting, and performance analysis—delivering actionable insights that fuel growth and innovation in a fast-paced, global environment. You will play a critical role in supporting the Commercial and Investment Banking business. You will be engaged in supporting day-to-day business objectives, as well as 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 digital transformation agenda.
Requirements
- 15+ years of experience in Finance, Accounting, Business Management or Strategy
- Bachelor’s degree in accounting, Finance, Economics, or related field
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- 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.
Nice To Haves
- Experience in Planning & Analysis and Financial Services industry.
Responsibilities
- Lead the Core Planning and Analysis activities such as Budgeting Forecasting and Senior Management reviews, for the CIB Central P&A team.
- Maintain a executive presence and communication skills with the ability interact and present to senior levels of the organization, ability to multitask, prioritize and deliver under tight timelines.
- Partner with all the CIB Line of Business P&A teams as well as the Firmwide P&A team to own and manage the end-to-end delivery of the CIB Budget and Forecast.
- Consolidate and analyze financial results and communicate to the CFOs and business heads in ways that allow for actionable insights that can impact business performance.
- Collaborate with Strategy, Earnings and line of business P&A teams to deliver on critical senior managing and external presentations such as Quarterly earnings, Investor Day, CIB Townhalls and QBRs
- Enhance expense and headcount analysis, provide senior management with the key themes and trends that can support strategic decision making.
- Support monitoring of business performance through the existing performance framework, as well as collaborate with business lines and CFOs to continually enhance the framework to align with the business objectives.
- Partner with Finance Integration Office to align the management reporting model with the changes to business hierarchies and changes to the booking model.
- Partner with CIB and Firmwide infrastructure teams to support the digital transformation agenda.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
