Financial Analysis - Executive Director

Job Description

The Commercial & Investment Bank Central Planning & Analytics team is seeking a highly experienced leader for the MIS Infrastructure team in Brooklyn, NY. You will be a part of the team working with technology and data framework that underpins budgeting, forecasting, and daily revenue reporting applications across Commercial & Investment Bank Central Planning & Analytics. The role is critical to managing the Commercial & Investment Bank forecast processes, annual budget, financial reporting, and advancing our data analytics and transformation agenda.

As a Financial Analysis – Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will utilize your experience in financial planning and analysis, and proven track record of managing teams in a fast-paced environment. This role offers a unique opportunity to engage with multiple lines of business and corporate groups, providing a comprehensive understanding of core Commercial & Investment Bank Finance. Key stakeholders include the Commercial & Investment Bank CFO, Corporate Planning & Analysis, Corporate Reporting, Commercial & Investment Bank Line-of-Business Planning & Analysis, Commercial & Investment Bank Product Controllers and Business Managers.

Job responsibilities

• Lead and manage the end-to-end MIS infrastructure platform supporting Commercial & Investment Bank Planning & Analysis.
• Own all systems supporting annual budgeting and forecasts process for the Commercial & Investment Bank.
• Oversee the daily revenue reporting infrastructure across all Commercial & Investment Bank businesses.
• Lead and develop a high-performing global team across technology, data, and financial systems.
• Maintain solid data governance standards across MIS platforms.
• Serve as primary liaison between Central Planning & Analysis, Commercial & Investment Bank Finance, Technology, and business heads.

Required qualifications, capabilities and skills

• At least 12 years of experience in financial services. 

• Deep expertise in financial planning systems, MIS architecture, and revenue reporting platforms.

• Advanced understanding of budgeting, forecasting, and daily P&L processes within large institutions.

• Proven experience leading enterprise-scale technology or data infrastructure teams.

• Demonstrated ability to operate at the Executive Director level within a matrixed global organization.

• Advanced knowledge of data governance, internal controls, and regulatory requirements.

• Excellent analytical skills with the ability to interpret complex financial data and provide strategic insights.

• Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.

• Advanced proficiency in financial modeling and reporting tools, with an advanced command of Excel and financial software.

• Demonstrated experience in promoting transformation initiatives and leveraging data analytics to enhance business performance.

Preferred qualifications, capabilities and skills

 

• Investment banking or corporate banking environment experience preferred.

   

 

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.