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.
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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
ABOUT US
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
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.