CO&D Business Manager: Data-Driven Transformation & Reporting

JPMorgan Chase & Co.

Plano (TX)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Plano, TX invites a seasoned CO&D Finance & Business Management professional to join the Client Onboarding & Documentation stream. You will provide data‑driven insights, develop executive‑level reporting, and partner with senior leaders to shape strategy.

The role emphasizes analytical storytelling, portfolio analyses, and cross‑functional collaboration across Product, Operations, Transformation, and Data & Analytics teams to drive optimization and strategic decisions.

Qualifications

  • Bachelor’s degree in financial analysis or related field.
  • 5+ years of experience in financial data analysis and storytelling.
  • Strong PowerPoint, Excel, and Word skills.
  • Ability to communicate initiatives effectively and build partnerships.

Responsibilities

  • Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
  • Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
  • Analyze and monitor operational throughput to identify efficiency opportunities.
  • Provide quantitative and qualitative analysis to support optimization decisions.
  • Assess KPI trends and create impactful analysis to assist in developing business strategy.
  • Lead data-driven analyses to provide transparency and enable decision‑making.
  • Structure complex problems into simple, easy-to-understand frameworks.
  • Design management reporting packages to communicate business results transparently.
  • Create executive-level presentations using PowerPoint PitchPro+.
  • Communicate directly and effectively with all levels of the organization.
  • Collaborate and partner with peers across business and staff areas to achieve goals.

Skills

PowerPoint
Excel
Word

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Plano, TX invites a seasoned CO&D Finance & Business Management professional to join the Client Onboarding & Documentation stream. You will provide data‑driven insights, develop executive‑level reporting, and partner with senior leaders to shape strategy.

The role emphasizes analytical storytelling, portfolio analyses, and cross‑functional collaboration across Product, Operations, Transformation, and Data & Analytics teams to drive optimization and strategic decisions.

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