US Private Bank Business Finance Manager - Senior Associate

Testing Site - JPMC; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Business Finance Manager to drive strategic initiatives and financial planning for growth.

You will translate data into actionable insights and partner with regional teams to influence key decisions. In this role, you will support the regional agenda, collaborate with local markets across the Americas, and manage complex analyses, dashboards, and presentations for senior management.

Qualifications

• Bachelor’s degree in Business Administration, Finance/Accounting, or Engineering.
• Advanced MS Office skills including Excel, Access, PowerPoint, Pivot Tables.
• Strong analytical ability to synthesize data for decisions.
• Experience delivering timely, high-quality presentations.
• Proven ability to work with diverse stakeholders.
• Leadership capability; decisive and proactive.

Responsibilities

• Partner with regional CFOs and Market Managers to develop plans.
• Develop strategic insights aligned with market goals.
• Serve as thought partner for key business decisions.
• Analyze financials to identify opportunities for growth.
• Support month-end close and resolve data issues.
• Prepare for business reviews with senior management.
• Manage disciplined expenses across markets.
• Respond to executive ad-hoc requests with results.
• Organize information with Excel/PowerPoint dashboards.
• Assess talent using data to improve sales processes.
• Run ongoing enhancements to internal sales processes.

Skills

Analytical thinking

Leadership

Stakeholder management

Communication skills

Problem solving

Education

Bachelor's degree in Business Administration, Finance/Accounting, or Engineering

Tools

Excel

PowerPoint

Access

Pivot Tables

Nesting formulas

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 goals to 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.