Head of Planning & Analysis Innovation and Transformation- Managing Director

Description for Internal Candidates        

As the Head of Planning & Analysis Innovation and Transformation within the Commercial Investment Bank, you will be responsible for crafting a strategic vision and a multi-year plan to provide tangible benefits to our finance team. Your role will involve close collaboration with the finance community to spearhead change management and adoption, while directly reporting to the Commercial Investment Bank Head of Financial Analysis. This position provides the chance to design, develop, and implement a strategic vision for infrastructure enhancements, process automation, and improvement of the operating model. Furthermore, you will have the privilege to influence and guide crucial design decisions, establish a product roadmap, and supervise the development and launch of new products throughout the organization.

Job Responsibilities:

• Develop, create and execute a strategic vision for the upgrade of our infrastructure, the automation of our processes and the optimization of our operating models
• Partner with Firmwide Financial Analysis on the design, build and roll-out of future forecasting and MIS platforms, including the rollout of Anaplan and other forecasting applications
• Partner with P&A leadership to understand and eliminate finance process pain points through automation while improving the overall control environment
• Lead strategy for data modeling and path and collaborate and motivate the organization to align and execute
• Define objectives and key results (OKRs) to measure success / failure across transformation projects (including in cost benefit terms)
• Partner and collaborate effectively with stakeholders, especially LOB CFOs, LOB/Corporate P&A, Controllers and Corporate Technology
• Communicate the strategy, effectively, across the organization and influence stakeholders to align with objectives
• Influence and lead critical design decisions
• Establish a product roadmap and coordinate the build / rollout of new products across the organization
• Establish change readiness program to ensure the smooth rollout of new products across the organization.

Required qualifications, capabilities and skills:

• Outstanding analytical and presentation skills (verbal and written)
• Demonstrated the ability to deploy new technologies  and influence appropriate business process changes
• Understanding of Finance technology and in particular MIS Systems and planning tools
• Proven ability to think “outside the box” and come up with innovative solutions to deliver improvements in Finance productivity at scale
• Proven ability to act independently with excellent decision-making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at same time
• Strong leadership skills with experience working in a demanding global environment
• Demonstrated experience with strategic planning, issue resolution and negotiation
• Ability to identify and mitigate risk based on company and industry guidelines
• Ability to be strategic and forward-thinking in approach to organizational structure and process improvements
• Superior verbal and written communication especially with senior level management

Preferred qualifications, capabilities and skills:

• Bachelor’s degree in Finance,  Technology, Mathematics, Engineering or related majors; advanced degree preferred
• 15+ years of finance and/ or MIS Systems experience in a complex financial organization; Finance, Transformations and Planning & Analysis experience preferred
• Leadership experience over geographically distributed team a plus
• Process re-engineering skills a plus
• Financial Planning experience preferred 

 

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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,