Commercial Investment Bank Planning & Analysis - Executive Director
Company: JPMorgan Chase & Co.
Location: Brooklyn
Posted on: April 1, 2026
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Job Description:
Description Join JPMorgan Chase, a global leader in financial
services with operations worldwide and assets of approximately $4
trillion. As part of our team, you'll have the opportunity to work
in investment banking, financial services for consumers and small
businesses, commercial banking, financial transaction processing,
and asset management. You'll also be part of J.P. Morgan Payments,
one of the world's largest, most trusted, and innovative
full-service providers in the rapidly transforming financial
services space. We're investing in future-growth initiatives like
blockchain, AI & ML, and partnering with rising fintechs to expand
our client base and product offerings. With over 135,000 clients in
more than 180 countries, we offer specialized solutions that
provide value beyond standardized market solutions. As an Executive
Director in the Commercial and Investment Bank (CIB) Central
Planning and Analysis (P&A) Team, you will play a critical role
in supporting the Commercial and Investment Banking business. You
will be engaged in supporting day-to-day business objectives, as
well as shaping the strategic vision of the business. This role
offers the opportunity to work closely with a wide variety of
stakeholders and senior business leaders, manage critical
deliverables in a fast-paced environment, and contribute to the
digital transformation agenda. Your strong financial acumen,
strategic thinking, and leadership skills will be key to your
success in this role. Job responsibilities Lead the Core Planning
and Analysis activities such as Budgeting Forecasting and Senior
Management reviews, for the CIB Central P&A team. The role
requires an extensive hands-on experience in running the Budget and
Forecast process, exceptional attention to details and ability to
lead and develop high performing teams across locations.
Demonstrate strong executive presence and communication skills with
the ability interact and present to senior levels of the
organization, ability to multitask, prioritize and deliver under
tight timelines. Partner with all the CIB Line of Business P&A
teams as well as the Firmwide P&A team to own and manage the
end-to-end delivery of the CIB Budget and Forecast. Consolidate and
analyze financial results and communicate to the CFOs and business
heads in ways that allow for actionable insights that can impact
business performance. Collaborate with Strategy, Earnings and line
of business P&A teams to deliver on critical senior managing
and external presentations such as Quarterly earnings, Investor
Day, CIB Town halls and QBRs. Enhance expense and headcount
analysis, provide senior management with the key themes and trends
that can support strategic decision making. The role will also
require leading the efforts to monitor and govern the expense and
headcount tasks for each of the CIB businesses, understand the
areas of progress and risks, and report to the CFOs. Support
monitoring of business performance through the existing performance
framework, as well as collaborate with business lines and CFOs to
continually enhance the framework to align with the business
objectives. Partner with Finance Integration Office to align the
management reporting model with the changes to business hierarchies
and changes to the booking model. Partner with CIB and Firmwide
infrastructure teams to support the digital transformation agenda.
Required qualifications, capabilities, and skills 15 years of
experience in Finance, Accounting, Business Management or Strategy.
Bachelor’s degree in accounting, Finance, Economics, or related
field. Advanced Microsoft Office skills (Excel & PowerPoint in
particular). Experience in the consolidation, review, analysis, and
presentation of Financials. Exceptional analytical, problem
solving, critical thinking and project management skills with a
proven track record of execution against deliverables. Excellent
oral and written communication and relationship management skills.
Detail-oriented and able to multi-task in a fast-paced environment
with frequently changing priorities and to meet deadlines under
pressure. Self-starter who is driven to excel in all aspects of
their role and seeks to break the status-quo and initiate
improvements where necessary. Preferred qualifications,
capabilities, and skills Experience in Planning & Analysis and
Financial Services industry strongly preferred.
Keywords: JPMorgan Chase & Co., Mount Vernon , Commercial Investment Bank Planning & Analysis - Executive Director, Accounting, Auditing , Brooklyn, New York
