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Head of Strategic Financial Analytics - Executive Director

Plano, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
    Finance (Internal)
    General Management
  • Experience:
    10-12 years
Job Description:
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Lead the analysis of business and financial performance for key segments and industries, incorporating the competitive landscape and industry trends

Development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for segments including:

Multi-year annual budget

Monthly outlook process forecast

Monthly and quarterly close

Accountable for end-to-end ownership of all MMBSI business and financial updates, to:

MMBSI ExCo update

Investor presentations/external disclosures, in partnership with Investor Relations

Ad hoc analyses for the CFO evaluating business performance by segment, headcount, compensation, ROI

Segment Expense analysis

Create, maintain and review financial models and analyses (both recurring and ad-hoc) for key business initiatives

Drive "deep dive" analyses on key issues impacting clients and business to determine root cause and propose solutions

Produce presentations, analysis and supporting materials for key internal clients including senior management

Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue

Develop and maintain relationships with Finance teams across the CB and the Firm to ensure understanding of the balance sheet and associated income statements initiatives

Lead MMBSI MIS strategy; partner with the other MMBSI Finance groups, technology and operations to execute on strategic platform development as well as short-term enhancements

Ensure clear communication of strategic direction, senior management expectations, timelines and deliverables

Develop, retain and attract a talented team of strategic finance professionals

Directly manage a team of 10+ people


BA/BS in Finance, Economics, Accounting, and understand Corporate Finance with at least 10+ years, preferably in financial services

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

Ability to work across senior levels of the organization, including the Head of MMBSI, 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

Excellent organizational, management, and both verbal and written communication skills; needs to have exceptional attention to detail related to providing accurate and timely data that backs up assumptions

Strong technical and analytical skills, including Excel, PowerPoint, Prior Essbase experience preferred 

Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Self-starter, proactive, motivated and eager

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