Wholesale Lending Services Finance and Business Management, Executive Director
JPMorgan Chase & Co., Newark, DE, United States
Overview
Join a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS. You’ll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm Responsibilities
Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., PitchPro+) Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Business, Finance, Economics, or related field; MBA preferred Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting Advanced presentation and storytelling skills, simplifying complex topics for executive audiences Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving Excellent project management, prioritization, and time management skills in fast-paced environments Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed Preferred Qualifications, Capabilities, and Skills
Experience with capacity modeling and activity-based costing in lending or financial services operations Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., PitchPro+) Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers People leadership experience focused on coaching, development, and building high-performing teams
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Join a high-impact team that turns data into decisions for Wholesale Lending Services. You will shape strategy, elevate transparency, and partner with senior leaders to execute end to end As a Wholesale Lending Services Finance and Business Management within our Finance team, you will lead a team that clarifies performance, financials, and capacity across WLS. You’ll partner closely with Operations, Finance & Business Management, and Data & Analytics to deliver executive-ready analysis and reporting. Your work will strengthen financial controls, enhance forecasting, and inform strategic decisions that impact clients and the firm Responsibilities
Serve as a strategic advisor to WLS and F&BM leadership, shaping and communicating strategy, projections, and trends through executive-level presentations Design monthly and quarterly business and financial reporting packages that convey results clearly and succinctly for varied audiences Coordinate deliverables across business management, finance, operations, and product teams to support priorities and transformation initiatives Analyze complex datasets to produce insights and executive-ready narratives; translate analysis into clear presentations (e.g., PitchPro+) Partner on budgeting and forecasting for headcount and direct expenses in alignment with strategic goals Build and enhance capacity models across WLS functions; support activity-based costing to enable accurate allocations and client profitability insights Strengthen financial controls and data integrity to enable confident, timely decision-making by senior stakeholders Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Business, Finance, Economics, or related field; MBA preferred Significant experience leading diverse teams and cross-functional initiatives in business management, operations, or consulting Advanced presentation and storytelling skills, simplifying complex topics for executive audiences Strong analytical skills with experience turning large datasets into actionable insights; high attention to detail and logical problem-solving Excellent project management, prioritization, and time management skills in fast-paced environments Demonstrated ability to build strong partnerships and influence stakeholders at all levels; outstanding written and verbal communication skills Self-starter with a high degree of ownership and independence, driving outcomes with quality and speed Preferred Qualifications, Capabilities, and Skills
Experience with capacity modeling and activity-based costing in lending or financial services operations Proficiency with executive presentation tools and data visualization; comfort creating executive-ready materials (e.g., PitchPro+) Background in wholesale lending or credit operations, with knowledge of performance metrics and cost drivers People leadership experience focused on coaching, development, and building high-performing teams
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