Finance & Business Management - Senior Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Business Finance Manager to drive strategic initiatives and financial planning for regional growth. You will leverage analytical skills and business acumen to support the regional agenda and local markets.

You will collaborate with local and regional teams, engage with management and front office advisors, and own cross-functional projects across Strategic Planning, Finance Management, Sales Management and Project Management.

Qualifications

• Bachelor’s degree in Business Administration, Finance/Accounting, or Engineering.
• Intermediate to advanced MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)
• Exceptional analytical skills with ability to synthesize data for acute business decisions
• Proven experience delivering timely, high quality presentations/reports for multiple projects
• Ability to coordinate with diverse stakeholders and drive agenda/plan/change management
• Demonstrated leadership; capable of making challenging decisions

Responsibilities

• Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans
• Develop and present strategic insights about the market and align with goals to priorities and initiatives
• Act as a thought partner to Market Managers on key business decisions
• Conduct analyses from financials to understand business goals and identify improvement opportunities
• Participate in month-end close with the WM finance team and resolve data issues
• Partner with regional CFOs to prepare for business reviews with senior management
• Run disciplined expense management and market analyses
• Provide quick, high-quality responses to executive ad-hoc requests for results, presentations, and analysis
• Organize complex information for strategic, compelling management presentations and dashboards
• Work with Market Managers to assess talent using data analytics and develop sales management processes
• Implement ongoing enhancements to internal sales management processes

Skills

Excel

PowerPoint

Analytical skills

Stakeholder management

Leadership

MS Office

Education

Bachelor's degree

Tools

Excel

PowerPoint

Access

Pivot Tables

Job description

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence.

As a Business Finance Manager within our regional team, you will have the exciting opportunity to support our regional agenda and local markets. You will work closely with our local team in Plano, TX, as well as regional and local market teams across the Americas. Your role will involve frequent interaction with management and front office advisors in a fast-paced team environment, and you will be accountable for broader regional projects. This role provides a unique opportunity to serve within four main channels: Strategic Planning, Finance Management, Sales Management, and Project Management.

Job Responsibilities:

• Partner with regionalChief FinanceOfficers and Market Manager(s) to develop strategic market plans
• Develop and present strategic insights about the market and align with market goals and objectives to priorities and initiatives
• Act as a thought partner to Market Mangers on key business decision
• Conduct analyses from financials to understand business goalsto identify opportunities to improve business results
• Participate in the month-end close process with the broader WM finance team and research and resolve data issues
• Partner with regional Chief Finance Officers to prepare for business reviews with senior management
• Run disciplined expense management and markets
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Work with Market Managers to assess talent, using data analytics and metric and develop and maintain robust sales management processes for Market Manager
• Runongoing enhancements and modifications to internal sales management processes

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business Administration, Finance/Accounting, or Engineering
• Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)
• Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence
• Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management
• Capable of exercising leadership; willing to make challenging decisions

Preferred qualifications, capabilities, and skills:

• High energy, proactive, strategic thinker with excellent ability to solve issues and conflicts
• Excellent written and oral communication, strong time management and prioritization skills
• Able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders
• Willingness to travel (limited)
• 2+ years of relevant experience preferred

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.