Finance & Business Management, Vice President

2 days ago


Plano TX United States JPMorgan Chase & Co. Full time

Join JP Morgan's Asset & Wealth Management Finance and Business Management team as a Vice President in Plano, TX, and play a pivotal role in driving financial strategy and performance analysis. Be the key link between regional teams and strategic partners, and make a significant impact on our business success

As a Vice President in the Asset & Wealth Management Finance and Business Management (“AWM F&BM”) team, you will report directly to the Global Private Bank (GPB) Planning and Analysis Lead. As the GPB Central P&A Lead, you will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and partners in the GPB/AWM P&A, Treasury, Strategy teams as well as the Product CFO organization.

Job responsibilities

  • Serve as the consolidated P&A lead for Global Private Bank
  • Drive long-range planning and modeling to drive ROE growth
  • Weekly monitoring of GPB business results with reporting to the leadership team
  • Support dashboard reporting and ad hoc analysis to support decision making
  • Prepare budget materials and lead annual budget process with partners across GPB, highlighting key risks and opportunities
  • Working closely with Strategy team to prepare business performance reviews
  • Understand key performance indicators (KPIs) across different parts of businesses and help develop new ways to monitor financial performance
  • Partner with our India based teams to prepare and oversee the production of accurate and timely financial reports and presentations
  • Effectively communicate financial insights to stakeholders across the organization
  • Improve and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot
  • Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations

Required qualifications, capabilities, and skills

  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • 6+ years professional experience
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular)
  • Experience in the consolidation, review, analysis and presentation of Financials
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Excellent oral and written communication and relationship management skills
  • Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, capabilities, and skills

  • Experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
  • Previous experience in a finance / planning role in banking or financial services strongly preferred
  • Experience with internal financial systems such as Essbase and Hyperion preferred
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