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JPMorganChase

Global Finance and Business Management - Client Reporting-Financial Analysis- Executive Director

Reposted 11 Days Ago
Be an Early Applicant
Hybrid
Brooklyn, NY
Expert/Leader
Hybrid
Brooklyn, NY
Expert/Leader
Lead client reporting and financial analysis for a Commercial and Investment Banking business. Partner with senior leaders and lines of business to translate objectives into reporting programs, analyze client profitability, support financial deep dives, and improve reporting infrastructure. Own governance and controls for client data, present financial impact assessments, and manage end-to-end implementation of reporting platform enhancements.
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J.P. Morgan is seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank’s Central Planning & Analysis Team for the role in Client Reporting and Analysis

As an Executive Director in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and 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 client reporting agenda. Your strong financial acumen, strategic thinking, and leadership skills will be key to your success in this role.

Job Responsibilities

  • Partner with the CIB lines of business leads, Strategy and other stakeholder to lead the delivery of a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
  • Lead discussions with senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables. 
  • Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
  • Drive engagement across the technology and business groups to support the continued build out of reporting and technology infrastructure for cross LOB Client analytics
  • Implement appropriate governance & controls around the client data to ensure accuracy and adequate business logic documentation 
  • Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
  • Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platforms

Required Qualifications, Capabilities

  • 10+ years professional experience in handling large amounts of data, analyzing P&L and balance sheet drivers 
  • Experience with data modeling and visualization tools, preferably SQL, Databricks, Snowflake, Sigma 
  • 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 
  • Previous experience in Business Management / client analytics / Strategy role in banking or financial services strongly preferred

 Preferred qualifications, capabilities, and skills

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

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