Job Description

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 regional Chief Finance Officers and Market Manager(s) to develop strategic market plans, presenting 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
• Run ongoing 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)
• 6+ years of relevant experience 

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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.

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