Finance & Business Manager

JPMorganChase; Plano (TX); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Plano, TX seeks a Finance & Business Manager to drive national performance insights, budget and headcount planning, and executive reporting. You will partner with senior leaders to translate data into strategic actions and support disciplined execution across the organization.

You will develop and maintain reporting routines, analyze financial drivers, support headcount/expense tracking, and prepare business updates for senior leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or related field.
• 6 years of experience in banking or financial services.
• Experience analyzing balance sheet, income statement, and related drivers.
• Experience creating and delivering presentations to groups and senior stakeholders.
• Ability to manage multiple projects and influence across organizational levels.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as a strategic partner and advisor supporting Community & Business Development and Financial Health initiatives.
• Drive strategic field initiatives and support execution against business priorities.
• Monitor performance and analyze results to optimize outcomes.
• Coordinate planning, reporting on KPIs and business objectives across territories.
• Manage scorecard metrics focused on growth, controls, and expense management.
• Support local market strategies including coverage, workforce, and real estate.

Skills

Analytical skills

Communication skills

Financial analysis

Project management

Stakeholder management

Willingness to travel

Education

Bachelor's degree in Accounting, Finance, Economics

Job description

Job Description

Join the Community & Business Development Finance & Business Management team, where you will help drive national performance insights, budget and headcount planning, executive reporting, and business management routines. You will partner with senior leaders and cross-functional teams to translate data into actionable insights that support strategic priorities and business outcomes. This is an opportunity to contribute to a high-impact agenda focused on disciplined execution, transparency, and measurable results.

As a Finance & Business Manager in Community & Business Development, you will support the team's national performance management, budget and headcount planning, and executive reporting agenda. You will help develop and maintain reporting routines, analyze financial and operational drivers, support headcount and expense tracking, and prepare business updates for senior leadership. You will partner across Finance & Business Management, Strategy, Operations, and business leadership teams to support planning, performance measurement, and decision-making. Your work will help provide visibility into business performance, resource decisions, and progress against strategic priorities.

Job Responsibilities

• Serve as a strategic partner, finance subject matter expert, and trusted advisor supporting Community & Business Development and Financial Health initiatives
• Drive strategic field initiatives and support execution against business priorities
• Optimize performance against goals through performance monitoring, analysis, and synthesis of business information and results
• Support business reviews by planning, coordinating, and reporting on key performance indicators and business objectives within assigned territories
• Manage key Community & Business Development scorecard metrics focused on growth, controls, customer acquisition and deepening, customer and employee experience, and expense management
• Support development of local market strategies, including coverage, workforce, real estate, marketing, and banker planning
• Coordinate with business and functional partners, including Product, Marketing, Risk, Legal, and Human Resources teams
• Contribute to divisional and national initiatives, including ownership and execution of specific projects
• Develop reports, presentations, and executive updates that communicate performance trends, opportunities, and risks
• Support budget, expense, and headcount planning activities and provide analysis to support resource decisions
• Perform ad hoc analysis related to business strategy, financial management, and operational effectiveness

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Accounting, Finance, Economics, or a related discipline
• 6 years of experience in banking or financial services
• Knowledge of branch banking operations and retail banking financial systems
• Experience analyzing balance sheet, income statement, and related business performance drivers
• Experience creating and delivering presentations to groups and senior stakeholders
• Ability to manage multiple projects simultaneously and influence stakeholders across organizational levels
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Strong organizational skills, judgment, and decision-making capabilitiesAbility to build strong relationships and work collaboratively across functions
• Ability to travel as required

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. Additional details about total compensation and benefits will be provided during the hiring process.

• 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

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.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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.