Planning & Analysis Analytics - Executive Director

Full Time
New York, NY
Posted
Job description
Chase Consumer & Community Banking (CCB) serves more than60million U.S. households and 4 million small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank with our nearly 4,800 branches in 48 states and the District of Columbia, 16,000 ATMs, phone or digital channels. We have leading positions across each of our CCB divisions and we are ranked #1 in online banking, #1 most-visited banking portal in the U.S. (chase.com) and #1 in the JD Power US Retail Banking Satisfaction Study. Summary of our CCB businesses are:
  • Consumer Banking : Serves more than 26.5mm checking households with ~$775B in deposits
  • Business Banking : provides financial advice as well as deposit, credit and cash management products to more than 4mm small business owners with up to $20mm in annual revenue
  • J.P. Morgan Wealth Management offers the full spectrum of investment services with more than $700B in assets under supervision. The business includes Chase Wealth Management, serving clients from branches, J.P. Morgan Advisors, advising clients through home offices, a new hybrid advisory unit called Personal Advisors, and Online Investing
  • Card Services : is the #1 credit card issuer in the U.S. based on sales and outstanding. As of 4Q21, there are over $148B in loans outstanding and over 50million active credit card accounts
  • Chase Auto :is one of the largest providers of auto financing in the U.S, with a portfolio valued over $80B. Chase offers direct lending to customers as well as commercial loans and floor plan financing to dealers. Additionally, Chase Auto enjoys a robust "private label" client list, wherein it is the exclusive subvention partner for manufacturers like Jaguar-Land Rover and Subaru.
  • Home Lending offers purchase and refinance home loans, helps customers access the equity in their homes, services residential mortgage loans, and provides affordable housing solutions to customers struggling with mortgage payments.
  • Connected Commerce is focused on achievingthe firm's goalof expanding beyond core financial services to deliver unique customer experiences and unmatched value viaLending, Loyalty, Offers & Shopping, Partner Benefits, Payments, Dining and Travel.
  • Digital leads the delivery for our mobile and online customer experience which includes more than 60 million active digital users across all major lines of business with a total investment of $1B annually across Product, Design, and Technology. As the "front door" to many of the firms offerings through Chase.com and the Chase mobile app, Digital is focused on building products, features and services quickly, predictably and with quality.
  • Technology fuels almost every aspect of our company and is at the heart of everything we do to enable our customers, clients and employees and is focused on delivering market-leading technology capabilities with speed and in a secure, stable and scalable way. CCB annually invests ~$4B on technology.
  • Operations includes a global team of ~36K colleagues across a global network of service centers handling Customer Service, Fraud, Disputes and Claims, Collections and Recovery, Customer Fulfillment and Customer Communications across CCB.

In October 2020, JPMorgan Chase announced a $30B racial equity commitment over five years to help close the racial wealth gap among Black, Hispanic and Latino communities. So far, JPMC has deployed or committed more than $13B and CCB is at the heart of much of this effort with the Home Lending business enhancing mortgage products to create better access to and expand credit as well as the opening of multiple Community Center branches to engage locally in underserved communities and enable customers to improve their financial health and access to banking.

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.

Analytics is a dynamic team that directly supports the CCB CFO. The team provides financial analyses and perspective to senior management, which support decision-making on high-profile, topical issues. In partnership with Strategy and the Finance teams across the CCB businesses (Consumer Banking, Business Banking, Wealth Management, Home Lending, Credit Card, and Auto), the team assists Investor Relations on workstreams leading to public disclosure associated with CCB's strategy, financial performance and industry trends, such as quarterly earnings, Investor Day, and industry conferences. The team also serves as the 'center of excellence' for competitive intelligence.

Key Responsibilities:
  • Lead team members with responsibilities for CCB weekly and quarterly processes, CCB conferences, and ad hoc analysis of the CCB business
  • Provides real time updates on competitor's earnings releases and investor meetings
  • Partner closely with the other CCB LOB P&A teams, CCB Controllers, CCB Finance teams, and Investor Relations
  • Drive change, efficiencies and process improvement
  • Ensure data integrity, accuracy and timeliness in all financial reporting
  • Recruit, develop and manage top talent

Qualifications:
  • 10+ years of experience in a large financial organization in Finance/Accounting or Strategy, or a consulting firm
  • Bachelors degree in Accounting/Finance
  • Strong team leader and change agent with the ability to work across senior levels of the organization
  • Strong judgment, professional maturity, personal integrity, proactive and results-oriented, fact based, attention to detail, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously.

Candidates must be able to physically work in our New York, NY office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York, NY $165,000 - $250,000 / year

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