Take a step forward in your career and join the Planning & Analysis (P&A) Group! This 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 drives the enhancement of analytics, automation, and simplification of processes.
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.
As the Head of Planning and Analysis for Consumer Banking ("CB"), you will be supporting the CFO and CEO with financial planning, reporting, and strategic analysis, while leading initiatives for business performance reviews, budgeting, and capital stress testing. Candidates should have over 10 years of experience in finance or management consulting, strong leadership skills, and proficiency in data analytics tools (or willingness to learn), with a focus on driving change and developing top talent.
Job Responsibilities: - Analysis of business performance, including development and leadership of senior monthly business reviews with the CB CEO and CFO and quarterly 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, efficiencies and process improvement to the P&A and Consumer Banking Finance & Business Management functions
- Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
- Lead a team to provide analytical support for business strategy, including ownership of strategic deliverables and storytelling to senior audiences and external stakeholders
- Build a strong working relationship across multiple senior leaders and teams, including with the CB CEO/CFO, as well as the other CCB LOB P&A teams and the CCB P&A team
- Ensure data integrity, accuracy and timeliness in all financial reporting
- Recruit, develop and manage top talent
Required Qualifications, Skills, and Capabilities: - Strong team leader and change agent; passionate about developing the Planning & Analysis function of the future, drive transformation and innovation by deploying automation and AI. Expected to leverage AI, automation, and agent-based services to materially reduce operational complexity, improve speed and accuracy, and create capacity for team to focus on higher-value work
- 10+ years of 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
- Ability to work across senior levels of the organization, including the CEO of Consumer Banking, 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 tough questions, challenge the status quo and manage multiple tasks simultaneously
- Strong quantitative, critical thinking and analytical skills, excellent quantitative and problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly and communicate complex concepts in a fast-paced, dynamic environment and maintain an effective controls environment
- 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
- Manage a team of analytical-minded individuals and identify opportunities to automate and identify efficiencies and process enhancements
Preferred Qualifications, Skills, and Capabilities: - Experience in Retail Financial Services desired
- Master's degree in Accounting/Finance
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 USChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
