Bulge Bracket Investment Banks

Posted 9 days ago

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**Business Banking Head of Planning & Analysis (Executive Director)** Leading planning, analysis, and budgeting efforts for Business Banking, reporting to the CFO. Key responsibilities include driving change through automation and AI, managing strategic programs, and leading cross-functional teams. Proven finance experience (10+ years) and strong leadership skills required. Work closely with LOB business teams, support CEO/CFO meetings, and ensure data integrity. Embrace transformation, empower talent, and drive business performance through data-driven insights.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: NY, United States

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 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.

As the Head of Planning and Analysis for Business Banking, you will be supporting the CFO 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, 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 BB 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 Business 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
Analytical support for business strategy, including ownership of strategic deliverables and storytelling to senior audiences and external stakeholders
Work closely with 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 Business 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 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 and 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
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

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).

Lead budgeting/forecasting, reviews, strategy, AI automation, team for CFO.

Full Job Description

Location: NY, United States

Job Responsibilities:

Analysis of business performance, including development and leadership of senior monthly business reviews with the BB 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 Business 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
Analytical support for business strategy, including ownership of strategic deliverables and storytelling to senior audiences and external stakeholders
Work closely with 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 Business 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 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 and 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
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

Lead budgeting/forecasting, reviews, strategy, AI automation, team for CFO.

Business Banking Head of Planning and Analysis-Executive Director

Full Job Description

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