JPMorganChase Logo

JPMorganChase

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

Reposted One Month Ago
Be an Early Applicant
Hybrid
Brooklyn, NY, USA
Expert/Leader
Hybrid
Brooklyn, NY, USA
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.
The summary above was generated by AI

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. 
HQ

JPMorganChase New York, New York, USA Office

270 Park Avenue, New York, NY, United States, 10017-2014

JPMorganChase New York, New York, USA Office

4 Metrotech Center, New York, NY, United States, 11201

Similar Jobs

29 Minutes Ago
Easy Apply
Hybrid
New York City, NY, USA
Easy Apply
126K-248K Annually
Expert/Leader
126K-248K Annually
Expert/Leader
Big Data • Cloud • Software • Database
Join MongoDB's Query Execution team to improve the database's core execution engine, build high-performance query features, and mentor team members. You will drive roadmap initiatives and ensure production-ready code for complex analytical workloads.
Top Skills: C++
37 Minutes Ago
Remote or Hybrid
USA
200K-200K Annually
Senior level
200K-200K Annually
Senior level
Big Data • Marketing Tech • Sales • Software • Analytics • Big Data Analytics
Lead enterprise sales growth by prospecting, developing pipelines, winning new clients, achieving revenue targets, forecasting accurately, delivering tailored product demonstrations, and executing consultative sales strategies. The role requires deep market research or technology-platform expertise, strong CRM and pipeline management skills, and collaboration with account management, operations, and product teams. Business travel is required.
Top Skills: ExcelMS OfficeNetSuitePipedriveSalesforce
39 Minutes Ago
Hybrid
New York, NY, USA
178K-313K Annually
Senior level
178K-313K Annually
Senior level
Artificial Intelligence • Cloud • Machine Learning • Mobile • Software • Virtual Reality • App development
Own the strategy, roadmap, and growth of Snap’s brand advertising products. Develop advertising solutions across major industry verticals, optimize upper- and mid-funnel outcomes, and partner with engineering, sales, measurement, marketing, creative, and executive teams. Use experimentation, advertiser feedback, and market insights to guide product decisions. Represent Snap with advertisers, agencies, and industry partners while driving awareness, engagement, consideration, brand lift, and revenue growth.
Top Skills: Augmented RealityBrand Lift StudiesIncrementality TestingMarketing Mix ModelingSnapchat

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account