CCB F&BM - Head of Planning and Analysis for Card - Managing

at JPMorgan Chase in Wilmington, Delaware, United States

Job Description

The Planning & Analysis (P&A) 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.

Card P&A directly supports the Card CFO. The team provides financial analyses and perspective to senior management, which support decision-making. The team also manages traditional financial planning workstreams, such as the monthly forecast process, quarterly earnings reporting, and annual budget and capital stress testing analytics.

Key Responsibilities:

+ Analysis of business performance, including development and leadership of senior monthly business reviews 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 Card 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

+ 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


+ Strong team leader and change agent; passionate about developing the Planning & Analysis function of the future, leveraging data analytics and visualization tools (e.g., Alteryx, Tableau)

+ 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

+ Experience in Card or Retail Financial Services desired

+ Ability to work across senior levels of the organization, including the CEO of Card, 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 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

Chase 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC190551945

Posted On: Aug 21, 2021

Updated On: Sep 25, 2021