Full-Time

Executive Director

Central Planning and Analysis Team

Posted on 12/23/2025

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services with diversified offerings

No salary listed

Brooklyn, NY, USA

In Person

Category
Finance & Banking (1)
Required Skills
Forecasting
Financial analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 15+ years of experience in Finance, Accounting, Business Management or Strategy
  • Bachelor’s degree in accounting, Finance, Economics, or related field
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular)
  • 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.
Responsibilities
  • Lead the Core Planning and Analysis activities such as Budgeting Forecasting and Senior Management reviews, for the CIB Central P&A team. The role requires an extensive hands-on experience in running the Budget and Forecast process, exceptional attention to details and ability to lead and develop high performing teams across locations.
  • Maintain a executive presence and communication skills with the ability interact and present to senior levels of the organization, ability to multitask, prioritize and deliver under tight timelines.
  • Partner with all the CIB Line of Business P&A teams as well as the Firmwide P&A team to own and manage the end-to-end delivery of the CIB Budget and Forecast. Consolidate and analyze financial results and communicate to the CFOs and business heads in ways that allow for actionable insights that can impact business performance.
  • Collaborate with Strategy, Earnings and line of business P&A teams to deliver on critical senior managing and external presentations such as Quarterly earnings, Investor Day, CIB Townhalls and QBRs
  • Enhance expense and headcount analysis, provide senior management with the key themes and trends that can support strategic decision making. The role will also require leading the efforts to monitor and govern the expense and headcount tasks for each of the CIB businesses, understand the areas of progress and risks, and report to the CFOs.
  • Support monitoring of business performance through the existing performance framework, as well as collaborate with business lines and CFOs to continually enhance the framework to align with the business objectives.
  • Partner with Finance Integration Office to align the management reporting model with the changes to business hierarchies and changes to the booking model.
  • Partner with CIB and Firmwide infrastructure teams to support the digital transformation agenda.
Desired Qualifications
  • Experience in Planning & Analysis and Financial Services industry.

A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Chase attracted over three million UK customers and £30 billion deposits.
  • Germany expansion targets five-million-plus customers through current accounts, credit cards, and investments.
  • The JPMorgan Chase Institute and fraud-prevention grants deepen proprietary data and community reach.

What critics are saying

  • Germany launch remains delayed by SEPA integration and church-tax compliance complexity.
  • A UK tax hike or hostile government can shelve the Canary Wharf tower.
  • Ethereum tokenized funds face rapid commoditization as BlackRock and others launch similar products.

What makes JP Morgan Chase unique

  • Founded in 1799, JPMorgan Chase combines retail, investment, and private banking globally.
  • Kinexys launches tokenized funds on Ethereum, bridging traditional treasuries and blockchain settlement.
  • The bank invests $2 billion annually in AI across 318,512 employees.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at JP Morgan Chase who can refer or advise you

Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

Dr.Web
May 8th, 2026
Bezos raises $9.8B for Project Prometheus AI lab at $37.3B valuation

Project Prometheus, an AI laboratory co-founded by Jeff Bezos, has closed a funding round of €8.7 billion at a €33 billion valuation. Investors include JPMorgan and BlackRock. Bezos returns to an operational role alongside co-CEO Vikram Bajaj, a quantum physicist. The funding round was expanded from an initial €5.4 billion due to high demand. The company is headquartered in San Francisco with offices in London and Zürich. Unlike language-focused AI labs, Prometheus develops AI systems that understand physical laws for industrial applications, including materials research, fluid simulation and robotic manipulation. The company plans to establish a holding structure to acquire industrial companies that could benefit from its AI technology, following a Berkshire Hathaway-style model. The Zürich office positions Prometheus as a competitor for talent in the DACH region's engineering sector.

Mettis Global Link
Apr 16th, 2026
Pakistan signals return to global capital markets after four years.

Pakistan signals return to global capital markets after four years. MG News | April 16, 2026 at 09:33 AM GMT+05:00 April 16, 2026 (MLN): Pakistan signaled its intention to return to international capital markets after a gap of around four years, with plans to issue rupee-linked, dollar-denominated instruments under its Global Medium-Term Note (GMTN) programme. The move comes as part of broader efforts to strengthen external financing, alongside preparations for the country's first Panda Bond issuance supported by agreements with multilateral lenders, according to a press release issued. Federal Minister for Finance and Revenue, Senator Muhammad Aurangzeb, shared these developments during a meeting with senior representatives of JP Morgan Chase on the sidelines of the World Bank-IMF Spring Meetings in Washington, D.C. He also briefed the delegation on counter-indemnity agreements signed with the Asian Development Bank (ADB) and the Asian Infrastructure Investment Bank (AIIB), expressed appreciation for financial support from the Kingdom of Saudi Arabia, and assured that the financing proposals and market options discussed would be carefully reviewed. In a separate engagement on the sidelines of the meetings, finance minister Aurangzeb held discussions with senior leadership of Franklin Templeton, where he said Pakistan would soon initiate requests for proposals (RFPs) to appoint lead managers for potential issuances under the GMTN programme. He emphasized that any return to global markets would be "selective" in pricing and timing, reflecting sensitivity to global interest rate trends and investor sentiment. The finance minister described the planned market re-entry as a potential turning point in Pakistan's external financing strategy, aimed at rebuilding investor confidence after a prolonged period of economic strain and reliance on bilateral and multilateral support. A successful issuance, he noted, could help diversify funding sources and signal improving macroeconomic stability. He also outlined progress on a broad privatization agenda, stating that nearly 30 state-owned enterprises have been transferred to the Privatization Commission. The government is advancing plans to outsource major airports, including those in Islamabad, Karachi, and Sialkot, and is exploring the sale of electricity distribution companies to improve efficiency and reduce fiscal pressures. Highlighting a shift in policy on digital assets, the minister confirmed the establishment of the Pakistan Virtual Assets Regulatory Authority (PVARA) and the issuance of No Objection Certificates to global platforms such as Binance. He added that the State Bank of Pakistan has withdrawn its 2018 restrictions on the use of banking channels for cryptocurrency transactions, indicating a more accommodative regulatory approach. The finance minister also expressed interest in collaborating with Franklin Templeton on capacity-building initiatives, including structured training programmes for officials from the Ministry of Finance and the State Bank of Pakistan, as part of efforts to strengthen institutional expertise in managing modern financial markets.

Yahoo Finance
Apr 14th, 2026
JPMorgan beats expectations with $5.94 per share earnings as revenue climbs 10% to $50.5B

JPMorgan has reported strong first-quarter results, with earnings of $5.94 per share beating expectations and revenue reaching $50.5 billion, up nearly 10% year-on-year. The bank demonstrated balanced growth across its operations. Net interest income rose 9% to $25.5 billion, whilst noninterest revenue, including fees and trading, increased 11% to $25.1 billion. Credit quality remains solid, with provisions for losses at $2.5 billion, lower than the previous year, and charge-offs remaining flat. The bank recorded a small reserve build, though nothing indicating significant stress. Shares rose in premarket trading following the announcement.

Yahoo Finance
Apr 14th, 2026
Banks report strong profits but warn of rising energy prices hitting consumers

America's largest banks reported strong first-quarter profits driven by robust investment banking activity and a resilient economy, though executives warned about mounting risks from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a profit of $16.49 billion, up 13% year-on-year, whilst Wells Fargo earned $5.25 billion and Citigroup reported $5.79 billion. Investment banking fees surged, with JPMorgan seeing a 30% jump and Citigroup a 12% increase in advisory fees, fuelled by market volatility and corporate dealmaking. However, JPMorgan CEO Jamie Dimon cautioned about "an increasingly complex set of risks", including wars, energy prices and trade tensions. Wells Fargo noted customers allocating more spending to petrol whilst cutting discretionary purchases, signalling potential downstream economic impacts from elevated oil prices.

The Associated Press
Apr 14th, 2026
Banks report strong Q1 profits but warn rising energy prices threaten consumer spending

America's largest banks reported strong first-quarter profits driven by investment banking activity and a resilient economy, but executives warned about emerging economic headwinds from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a 13% profit increase to $16.49 billion, with investment banking fees jumping 30%. Wells Fargo earned $5.25 billion whilst Citigroup reported $5.79 billion in profits. The gains came amid market volatility and increased merger activity. However, JPMorgan CEO Jamie Dimon cited "an increasingly complex set of risks" including wars, energy prices and trade tensions. Wells Fargo's CFO noted consumers allocating more spending towards petrol whilst reducing discretionary purchases. Dimon warned that higher oil prices' impact "will likely take some time to materialise" if they persist.

INACTIVE