Executive Director, Consumer Banking Head of Planning & Analysis

JPMorganChase•Columbus, OH

15h

About The Position

The Planning & Analysis (P&A) Group partners with business teams and functions across the firm to provide financial and strategic analysis, central oversight and coordination of firmwide budgeting and forecasting, and strategic program management and execution. The group also enhances analytics, automation, and process simplification. This position primarily supports strategic analysis of the financial planning framework and partners with line-of-business teams and functions on financial reporting, process improvement, ad hoc analysis, and due diligence. As Head of Planning and Analysis for Consumer Banking (CB), the role supports the CB CFO and CEO with financial planning, reporting, and strategic analysis. It leads initiatives for business performance reviews, budgeting, and capital stress testing, while managing a team and driving change, efficiency, and talent development. The role is expected to use AI, automation, and agent-based services to reduce operational complexity and improve speed and accuracy. Candidates must be authorized to work in the United States. Employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits, including OPT or CPT, are not offered.

Requirements

10+ years of experience in Finance/Accounting or management consulting in a medium to large diverse organization.
Bachelor’s degree in Accounting or Finance.
Experience in planning, forecasting, and budgeting.
Ability to work across senior levels of the organization, including with the Consumer Banking CEO, in a leadership role and drive change.
Strong team leadership and change-agent skills, with a commitment to developing the Planning & Analysis function and driving transformation and innovation.
Strong judgment, professional maturity, personal integrity, work ethic, and a proactive, results-oriented, fact-based approach.
Ability to ask tough questions, challenge the status quo, and manage multiple tasks simultaneously.
Strong quantitative, critical-thinking, analytical, and problem-solving skills; confidence with finance and accounting concepts; and understanding of financial statements.
Ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment while maintaining an effective controls environment.
Strong interpersonal, verbal, and written communication skills, including the ability to synthesize financial information into concise, insightful, actionable recommendations and present to all levels of management.
Exceptional attention to detail in providing accurate and timely data.
Authorization to work in the United States; the employer does not offer immigration sponsorship or assistance with immigration sponsorship or benefits, including OPT or CPT.

Nice To Haves

Experience in Retail Financial Services.
Master’s degree in Accounting or Finance.

Responsibilities

Analyze business performance and develop and lead monthly senior business reviews with the CB CEO and CFO and quarterly reviews with the CCB CEO and CFO.
Lead the planning cycle, including annual budgeting, periodic forecasting, analysis of variances to plan, and capital stress testing.
Drive change, efficiencies, and process improvements across the P&A and Consumer Banking Finance & Business Management functions.
Perform ad hoc analysis of the business and its drivers; identify opportunities for business improvement and recommend actions.
Lead a team providing analytical support for business strategy, including ownership of strategic deliverables and communicating insights to senior audiences and external stakeholders.
Build strong working relationships with senior leaders and teams, including the CB CEO and CFO, other CCB line-of-business P&A teams, and the CCB P&A team.
Ensure the integrity, accuracy, and timeliness of financial reporting.
Recruit, develop, and manage top talent.
Leverage AI, automation, and agent-based services to reduce operational complexity, improve speed and accuracy, and create capacity for higher-value work.
Manage analytically minded team members and identify opportunities for automation, efficiencies, and process enhancements.