Job Description
Job Title: Executive Director (ED) — Head of Financial Reporting, North America
Business: Workplace Solutions (WPS) / Financial Reporting
Location: Jersey City, NJ (in-office)
Employment Type: Full-time
Reports To: Global Head of Financial Reporting
The Executive Director, Head of Financial Reporting — North America is accountable for end-to-end financial reporting delivery across the region, spanning client onboarding/implementation through day-to-day reporting operations. This leader owns the regional portfolio and operating cadence, drives predictable and on-time delivery, elevates client experience, and enforces strong risk and control practices in partnership with Sales/Client Relationship Management, Implementation/Equity Plan Management, and Technology.
Key Responsibilities
This role includes the responsibilities below.
- North America Portfolio & Delivery Leadership (Onboarding → BAU)
- Own the regional pipeline/portfolio for client financial reporting onboarding and ongoing delivery, from scoping through go-live and handover.
- Establish standards for requirement gathering, solution design, controls, reconciliation/sign-off, and handover to BAU; run governance cadences (intake, weekly portfolio reviews, retrospectives).
- People Leadership, Capacity & Regional Operating Model
- Directly manage the current U.S. associate and build the team over time; set clear role expectations, coaching, and performance management.
- Forecast capacity, prioritize work, and allocate resources across North America demand, leveraging EMEA resources where appropriate; ensure consistent delivery against SLAs/KPIs.
- Client Service Delivery & Escalation Management
- Ensure high-quality client delivery under relevant reporting frameworks (US GAAP/ASC 718, IFRS 2, and local GAAPs where applicable); maintain strong ongoing client communications.
- Serve as the senior escalation point for complex client issues and delivery risks across onboarding and recurring reporting cycles.
- Operational Excellence, Risk & Controls
- Ensure audit controls, tickets, reconciliation issues, errors, and client complaints are triaged promptly and resolved within defined SLAs.
- Drive root-cause analysis, document preventative measures in approved tracking systems, and enforce implementation playbooks, documentation standards, and change-control procedures.
- Governance, Metrics & Reporting
- Track, analyze, and report delivery/operational metrics on a weekly/monthly cadence to the Global Head of Financial Reporting, producing data-driven insights and action plans.
- Ensure non-standard client requests and exceptions follow the appropriate governance forum and approvals before commitment.
- Product Development Partnership, Requirements & Testing
- Partner closely with Technology to enhance system-generated financial reporting by identifying gaps, writing requirement specifications, and supporting system testing/UAT through controlled release adoption.
- Maintain and improve user manuals/procedural documentation; train internal users on setup and processing; support demonstrations for clients/prospects as needed.
- Cross-Region Collaboration & Strategic Initiatives
- Lead and participate in strategic initiatives that drive training, adoption of new tools/processes, and cross-team collaboration, including coordinated delivery with EMEA-based resources where appropriate.
- Collaborate with peer leaders to share best practices and standardize ways of working across regions and teams.
Required Qualifications, Capabilities, and Skills
The role requires the capabilities below.
- Strong leadership experience in client delivery/operations for financial services, Accounting, fintech, SaaS, or a related domain, including ownership of complex, multi-stakeholder outcomes.
- Proven people leadership (able to operate hands-on initially and scale an organization over time); ability to coach and develop talent and establish a high-accountability culture.
- Deep understanding of share-based payment reporting requirements and client reporting needs (ASC 718, IFRS 2, and applicable local GAAPs).
- Demonstrated risk and controls mindset; ability to enforce audit-ready documentation, change control, and disciplined issue management.
- Analytical and data-driven, with experience using KPIs to drive prioritization and continuous improvement; advanced Excel skills and comfort working with large data files.
Preferred Qualifications
Preferred qualifications include the following.
- Degree in Business/Finance/Accounting; accountancy qualification (CPA, CA, ACCA) preferred.
- Prior experience in the share plan/equity compensation industry.
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
