Strategic Finance & Business Partner

JPMorgan Chase & Co.; Plano (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, Texas seeks a Finance & Business Manager to drive national performance insights, budget and headcount planning, and executive reporting within the Community & Business Development Finance & Business Management team.

You will partner with senior leaders and cross-functional teams to translate data into actionable insights that support strategic priorities and business outcomes, helping drive disciplined execution and measurable results across the organization.

Qualifications

• 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 capabilities.
• Ability to build strong relationships and work collaboratively across functions.
• Ability to travel as required.

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.

Skills

Strategic partnership

Cross-functional collaboration

Data driven decisions

Executive reporting

Analytical thinking

Communication

Project management

Problem solving

Stakeholder influence

Travel readiness

Relationship building

Education

Bachelor's degree in Accounting/Finance/Economics

Job description

JPMorgan Chase & Co. in Plano, Texas seeks a Finance & Business Manager to drive national performance insights, budget and headcount planning, and executive reporting within the Community & Business Development Finance & Business Management team.

You will partner with senior leaders and cross-functional teams to translate data into actionable insights that support strategic priorities and business outcomes, helping drive disciplined execution and measurable results across the organization.