Home Lending Production Planning & Analysis, Executive Director

JPMorgan Chase & Co. • Columbus, OH

8d

About The Position

As an Executive Director on the Home Lending Planning & Analysis team, you will lead core planning, forecasting, and management reporting processes that shape how the business is run. You will translate performance drivers, sensitivities, and strategic initiatives into actionable insights for senior management and key stakeholders, partnering with finance and corporate functions to deliver clear, timely, decision-ready materials.

The role leads budgeting and monthly forecasting, quarterly stress testing and scenario analysis, financial updates and presentations, quarterly earnings support, and recurring management reporting. It also analyzes profit and loss and balance sheet dynamics, evaluates business models and earnings sensitivities, consolidates governed reporting inputs across teams, coordinates messaging with partners such as External Reporting and Investor Relations, and leads analyses and projects for senior management.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• Experience leading budgeting and forecasting processes in a complex organization.
• Experience preparing, reviewing, analyzing, and presenting financial results for senior audiences.
• Previous managerial experience leading a team.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong analytical, problem-solving, critical thinking, and project management capabilities, with a track record of meeting deliverables.
• Excellent written and verbal communication skills and strong relationship management abilities.
• Ability to manage multiple priorities in a fast-paced environment and meet deadlines under pressure.
• High attention to detail and a strong quality mindset.

Nice To Haves

• 10+ years of professional experience handling large data sets and analyzing profit and loss and balance sheet drivers.
• Experience in a finance or planning role within banking or financial services.
• Experience using internal financial systems such as Essbase and Databricks.
• Demonstrated ability to identify opportunities and drive continuous process improvement across planning and reporting routines.

Responsibilities

• Lead the budgeting and monthly forecasting process, ensuring accuracy and timely delivery against established calendars.
• Prepare quarterly stress testing forecasts and related scenario analyses.
• Develop financial updates and presentations for senior management, regulators, and other key stakeholders.
• Analyze business performance drivers, including profit and loss and balance sheet dynamics.
• Evaluate business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results.
• Consolidate inputs across teams and functions to produce consistent, well-governed reporting outputs.
• Coordinate with cross-functional partners, including External Reporting and Investor Relations, to align messaging and deliverables.
• Deliver quarterly earnings support and recurring management reporting.
• Lead one-off and repeatable analyses requested by senior management.
• Support ad hoc projects as needed to address emerging priorities.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive