25 days old

JPMorgan Chase & Co.
Wilmington, DE 19801
  • Job Code

CCB - Merchant Services - Planning & Analysis - ED

Job Description

The Planning & Analysis Group is responsible for partnering within the business and across Finance & Business Management (F&BM) to provide financial and strategic analysis, central oversight and coordination of firmwide budgeting, forecasting, and stress testing.  This includes oversight for all financial reporting across all Sales and Product leads, and LOB Partners in the Consumer & Community Bank (CCB), Corporate & Investment Bank (CIB) and Commercial Bank (CB).  Additionally, P&A helps drive and improve automation and dashboarding, simplification of processes and the enhancement of analytics.


We are looking for an Executive Director to be the Head of Merchant Services P&A. The individual will partner closely will closely support the CEO and CFO of Merchant Services and help drive the financial planning, analytics, reporting and transformation agenda. The individual will manage a team of 10 high performers and provide coaching and mentoring to junior talent. Examples of the scope of responsibilities include but are not limited to:

  • Analysis of business performance, including development and leadership of senior monthly business reviews
  • Lead the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan, and capital stress testing
  • Ad hoc analysis of the business and business drivers.  Identify opportunities for business improvement and recommend actions across the business
  • Analytical support for business strategy, including ownership of strategic deliverables
  • Work closely with other LOB P&A teams (CCB and CIB P&A team, TS P&A team)
  • Drive change within the P&A function, Finance & Business Management and Merchant Services
  • Drive efficiencies and process improvement to the P&A function
  • Ensure data integrity, accuracy and timeliness in all financial reporting

The ideal candidate will have the following traits:

Thought Leadership
  • Identify issues and proactively think of practical solutions

  • Able to lead complex/ambiguous analysis

  • Creative and able to respond to shifting problems and/or data challenges

  • Willing to challenge status quo and not “settle” for sub optimal solutions

Project leadership
  • Able to take an idea to execution; delivers real tangible outcomes with a bias towards action

  • Understands the importance of planning, building contingencies and delivering on time

  • Drives initiatives with minimal supervision

Team leadership
  • Effectively communicates complex topics to senior stakeholders

  • Builds strong collaborative relationships to influence senior partners

  • Team player who provides coaching and feedback to junior talent


  • 10+ years experience in a medium to large diverse organization in Finance/Accounting and or management consulting
  • Bachelors degree in Accounting/Finance
  • Experience in planning, forecasting, budgeting (P&A role)
  • Experience in Payments (Treasury Services, Credit Card, Commercial Card)
  • Ability to work across senior levels of the organization 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
  • Strong proficiency with PowerPoint required, proficiency with PitchPro preferred
  • Exceptional attention to detail related to providing accurate and timely data

Req #: 190095157_1
Location: Wilmington, DE US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 6500 US Dollar (USD)

Keyword: card%20services


Posted: 2020-03-09 Expires: 2020-05-03

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JPMorgan Chase & Co.
Wilmington, DE 19801

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