Finance & Business Management - Vice Preseident

JPMorgan Chase & Co.; Plano (TX); On-site; USD 130,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a strategic, analytical Finance & Business Management professional to support the Commercial & Investment Banking Servicing Team.

You will enable senior management visibility into major initiatives, business metrics, financials and data insights to achieve strategic objectives. You will partner with COS, CIB F&BM and cross-functional teams across Finance, Business Management, Banking and Data & Analytics to enable end-to-end execution, presenting cohesive

Qualifications

• Prepare executive presentations packaging strategy, performance projections and trends with financials and data.
• Design monthly/quarterly management and financial reporting packages for clear business results.
• Coordinate deliverables with business managers, finance, project managers and other F&BM teams.
• Analyze large data sets to support COS strategy development and story-telling to executives.
• Own executive level storytelling in PowerPoint from data insights.
• Budget and forecast headcount and direct expenses with COS and CIB F&BM teams.
• Assist with building and enhancing capacity models across COS functions.
• Participate in activity-based costing to allocate expenses across LOBs and clients.
• Support forecasting models with Finance and present complex data clearly.
• Show strong presentation skills to tell the initiative stories.

Responsibilities

• Support the Servicing Team with strategic analysis and leadership
• Prepare executive presentations for senior management
• Develop monthly/ quarterly financial reporting packages
• Coordinate deliverables with finance, project managers and F&BM teams
• Analyze large data sets to inform COS strategy and performance
• Build capacity models across COS functions
• Contribute to activity-based costing and cost allocation processes
• Develop forecasting models in collaboration with Finance
• Present complex data in clear, executive-grade narratives

Skills

Executive presentations

Business data analysis

PowerPoint

Excel

Forecasting

Communication with senior stakeholders

Cross-functional collaboration

Data storytelling

Budgeting & cost forecasting

Attention to detail

Education

Bachelor’s degree in Business/Finance/Economics

MBA or Masters preferred

Tools

PitchPro+

Job description

The Commercial & Investment Banking Finance & Business Management team is looking for a strategic, analytical and energetic professional to support the Servicing Team. This is a high-impact leadership opportunity on our F&BM team supporting the Servicing teams, ensuring senior management has visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will partner closely with senior business leaders and key partners across CIB Finance, Business Management, Banking, and Data & Analytics teams to enable effective end-to-end execution.

Required qualifications, skills and capabilities:

• Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present business strategy, performance projections and trends bringing financials and data together to tell cohesive story

• Design monthly and quarterly business management and financial reporting packages to communicate business results in a transparent and concise manner to all constituents

• Coordinate deliverables with business managers, finance, project managers and other F&BM teams

• Analyze large amounts of data to create impactful analysis to assist in developing COS strategy
• Ability to take analysis and create executive level presentation using PitchPro+
• Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses

• Assist with build out and enhancement of capacity models across COS functions and activities

• Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system

• Partner with Finance to build and support forecasting models

• Strong PowerPoint and Excel skills required and ability to interpret and present complex data

• Strong presentation skills and ability to tell the story on initiatives

Prefered qualifications, skills and capabilities:

• Strong professional presence with the ability to communicate directly with senior stakeholders
• Must be able to interact and influence colleagues at all levels in the business
• Able to collaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources
• Experience and knowledge of client onboarding and servicing for Global Commercial and Investment Banking clients
• Bachelor’s degree in Business, Finance, Economics, or other related area with MBA or Masters preferred
• 8-10+ years of relevant experience in Business Management, Operations, or Consulting
• Self-motivated, tenacious and able to work with high degree of independence with the independence, handle multiple priorities.
• Ability to work collaboratively; develop strong partnership with multiple levels of employees
• Excellent written and oral communication skills and project management and organizational skills
• Attention to detail with logical thought process
• Ability to develop strong, positive relationships with business stakeholders