1+ months

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

CCB - Home Lending – Head of Planning & Analysis - Managing Director

Job Description

The Planning & Analysis (P&A) Group is responsible for partnering within the business and across the firm to provide financial and strategic analysis, central oversight and coordination of firmwide budgeting and forecasting, and strategic program management and execution.  Additionally, the P&A Group helps drive and improve automation, simplification of processes and the enhancement of analytics.


These roles primarily support the strategic analysis of our financial planning framework, in addition to partnering closely with LOB business teams and functions for core financial reporting, process improvement, ad-hoc analysis and due diligence.


Home Lending (HL) P&A directly supports the HL CFO. The team provides financial analyses and perspective to senior management, which support decision-making. The team also manages traditional financial planning workstreams, such as the monthly forecast process, quarterly earnings reporting, and annual budget and capital stress testing analytics.


The HL P&A team, in partnership with strategy and finance teams across the business, leads the financial analytics for and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams.  In addition, the HL P&A team provides analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.


Key Responsibilities:

  • Analysis of business performance, including development and leadership of senior monthly business reviews with the CCB CEO and CFO
  • Lead the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan, and capital stress testing
  • Drive change within the P&A function to include defining the dashboards for the business and driving the vision and execution of next generation management reporting
  • Ad hoc analysis of the business and business drivers.  Identify opportunities for business improvement and recommend actions across the business
  • Perform competitive analysis of the Home Lending industry and competitor public disclosure
  • Drive efficiencies and process improvement to the P&A and HL Finance & Business Management functions to include automating the forecast process and reducing the forecast cycle time
  • Ensure data integrity, accuracy and timeliness in all financial reporting
  • Recruit, develop and manage top talent
  • Strong team leader and change agent; passionate about developing the P&A function of the future, leveraging data analytics and visualization tools (e.g., Alteryx, Tableau)
  • 10+ years experience in a medium to large diverse organization in Finance/Accounting and or management consulting
  • Bachelor’s degree in Finance/Accounting
  • Experience in planning, forecasting, budgeting
  • Experience in Home Lending or Retail Financial Services desired
  • Ability to work across senior levels of the organization, including the CEO of Home Lending, in a leadership role and drive change
  • Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
  • Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
  • Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
  • Exceptional attention to detail related to providing accurate and timely data
Req #: 200011436
Location: New York, NY US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 6500 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-02-28 Expires: 2020-04-29

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JPMorgan Chase & Co.
New York, NY 10007

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