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Corporate Sector Finance: Head of Forecasting & Analytics, Executive Director

Req #: 180012618
Location: Jersey City, NJ, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Corporate Sector, with an annual operating expense budget of over $10B and headcount of more than 35,000, is managed in two groups: “CTC” (the Chief Investment Office, Treasury and Private Investments), and “Other Corporate” (all other functions). The responsibilities below pertain to Other Corporate only.


The Corporate Sector Finance & Business Management (“CS F&BM”) group provides financial management, business management and reporting support for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Risk, Compliance, Finance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas.


The Corporate Sector Planning & Analysis (P&A) team is a centralized P&A team within CS F&BM supporting the function leaders and their CFOs in the 30+ corporate functions that span the Firm. The team coordinates across all CS F&BM teams and is the liaison with the Firmwide P&A group, Investor Relations, the Regulatory Capital Management Office, Resolution & Recovery, Corporate Financial Reporting, and the Global Finance & Business Management organization. The team consists of approximately 80 people, with primary locations in Jersey City, Columbus and Mumbai.


Reporting to the Head of Planning & Analysis for Corporate Sector, the Head of Forecasting & Analytics will be responsible for providing comprehensive P&A support to the CFO’s and business teams across Corporate functions. Deliverables include leading monthly estimates, identifying risks and opportunities, performing variance analysis, executing long term planning sessions (Budget and MYF) and building analytical capabilities. In addition to the functional support, the Forecasting Analytics leader will be the main liaison with Firmwide P&A and Investor Relations among other groups for deliverables related to Corporate’s Balance Sheet and P&L. This person is also expected to lead the design and build out of statistically significant, central, multipurpose forecast models that will be used for expense forecasting in alignment with Firmwide P&A initiatives. The purpose is to transform the overall process from a manual decentralized process to a model driven exercise with management overlays.


This position requires strong leadership and communication skills to build partnerships with all the Corporate Sector CFOs, Firmwide P&A, Investor Relations, Controllership, Taxes and other key teams spanning finance, business technology and data groups. The collaboration with each stakeholder is required to ensure a unified and consistent approach to processes, output and decisions. In addition, the Head of Forecasting & Analytics will act as a strategic partner and advisor to the Corporate Sector CFO and Corporate Sector P&A Head, and will be responsible for ad-hoc financial analysis that are relevant to the Corporate Sector functions.


Specific duties include:

  • Partner with 8+ CFOs to deliver full suite of P&A capabilities across their different Corporate groups.
  • Key contact with Investor Relations, CFR, Controllers, Corporate Tax and various other parties involved in the quarterly earnings process for Corporate Sector.
  • Work closely with Firmwide P&A (Planning & Analysis) on monthly deliverables, variance analysis and ad-hoc requests to ensure Corporate’s numbers are adequately represented.
  • Manage and coordinate the Mid-Year Forecast and Budget process across the Corporate Sector Finance groups in addition to the other P&A groups (Allocations, Reporting, Regulatory)
  • Provide recommendations and execute on initiatives to enhance financial planning processes.
  • Manage and lead a team of 20+ people across multiple locations.
  • Maximize the use of resources between US, Mumbai and implementation of Robotic capabilities.
  • Present plans, status and findings to senior management.

  • Bachelor's degree required; MBA/CPA preferred
  • 12+ years of finance and overall business management experience in a complex financial organization
  • Excellent modeling skills with the ability to challenge/validate assumptions
  • Outstanding analytical and presentation skills (verbal and written)
  • Superior verbal and written communication especially with senior level management
  • Proven ability to act independently with excellent decision-making skills
  • Demonstrated experience with strategic planning, issue resolution and negotiation
  • 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
  • Strong influencing and partnering skills with a proven ability to execute on large-scale initiatives
  • Ability to be strategic and forward-thinking in approach to organizational structure and process improvements

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