Financial Analysis - Executive Director

🏢 JP Morgan
📍 Brooklyn, United StatesFull-timeOn-site
📅 Posted: 2mo ago🔄 Updated: 2mo ago
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✨ AI Summary
The Commercial & Investment Bank Central Planning & Analytics team is seeking an experienced Executive Director to lead the MIS Infrastructure team. This role is critical for managing budgeting, forecasting, financial reporting, and advancing data analytics. The Executive Director will lead and manage the MIS infrastructure platform, oversee systems for budgeting and forecasting, and manage daily revenue reporting across the Commercial & Investment Bank. The ideal candidate will have at least 12 years of experience in financial services, with deep expertise in financial planning systems, MIS architecture, and revenue reporting platforms. They should possess an advanced understanding of budgeting, forecasting, and P&L processes, along with proven experience leading enterprise-scale technology or data infrastructure teams. Strong analytical, communication, and interpersonal skills are required, as is advanced proficiency in financial modeling and reporting tools. Experience in investment banking or corporate banking is preferred. Candidates must be authorized to work in the United States, as no immigration sponsorship will be provided.
🎁 Benefits & Perks
Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Requires at least 12 years of experience in financial services with deep expertise in financial planning systems, MIS architecture, and revenue reporting platforms. Must have advanced understanding of budgeting, forecasting, and P&L processes, proven experience leading enterprise-scale technology or data infrastructure teams, and demonstrated ability to operate at the Executive Director level. Excellent analytical, communication, and interpersonal skills are essential, along with advanced proficiency in financial modeling and reporting tools.
Description

The Commercial & Investment Bank Central Planning & Analytics team is seeking a highly experienced leader for the MIS Infrastructure team in Brooklyn, NY. You will be a part of the team working with technology and data framework that underpins budgeting, forecasting, and daily revenue reporting applications across Commercial & Investment Bank Central Planning & Analytics. The role is critical to managing the Commercial & Investment Bank forecast processes, annual budget, financial reporting, and advancing our data analytics and transformation agenda.

As a Financial Analysis – Executive Director in the Commercial & Investment Bank Central Planning & Analytics team, you will utilize your experience in financial planning and analysis, and proven track record of managing teams in a fast-paced environment. This role offers a unique opportunity to engage with multiple lines of business and corporate groups, providing a comprehensive understanding of core Commercial & Investment Bank Finance. Key stakeholders include the Commercial & Investment Bank CFO, Corporate Planning & Analysis, Corporate Reporting, Commercial & Investment Bank Line-of-Business Planning & Analysis, Commercial & Investment Bank Product Controllers and Business Managers.

Job responsibilities

  • Lead and manage the end-to-end MIS infrastructure platform supporting Commercial & Investment Bank Planning & Analysis.
  • Own all systems supporting annual budgeting and forecasts process for the Commercial & Investment Bank.
  • Oversee the daily revenue reporting infrastructure across all Commercial & Investment Bank businesses.
  • Lead and develop a high-performing global team across technology, data, and financial systems.
  • Maintain solid data governance standards across MIS platforms.
  • Serve as primary liaison between Central Planning & Analysis, Commercial & Investment Bank Finance, Technology, and business heads.


Required qualifications, capabilities and skills

  • At least 12 years of experience in financial services. 

  • Deep expertise in financial planning systems, MIS architecture, and revenue reporting platforms.

  • Advanced understanding of budgeting, forecasting, and daily P&L processes within large institutions.

  • Proven experience leading enterprise-scale technology or data infrastructure teams.

  • Demonstrated ability to operate at the Executive Director level within a matrixed global organization.

  • Advanced knowledge of data governance, internal controls, and regulatory requirements.

  • Excellent analytical skills with the ability to interpret complex financial data and provide strategic insights.

  • Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.

  • Advanced proficiency in financial modeling and reporting tools, with an advanced command of Excel and financial software.

  • Demonstrated experience in promoting transformation initiatives and leveraging data analytics to enhance business performance.

Preferred qualifications, capabilities and skills
 

  • Investment banking or corporate banking environment experience preferred.

     

 

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).

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00