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JPMorgan Head Planning & Analysis Innovation Transformation- Managing Director 
United States, New York, New York 
751388862

17.08.2024

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:

  • 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
  • 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:

  • Leadership experience over geographically distributed team a plus
  • Process re-engineering skills a plus
  • Financial Planning experience preferred