As a Business Finance Manager (BFM) you are an integral part of our efforts to strategically support business partners, create growth and efficiencies, maintain financial reporting and proactively manage risk. You will be providing information, analysis and recommendations to improve results and make decisions with the teams.As a Business Finance Manager, based in Plano, TX, with responsibility to broadly support the regional agenda and local markets, you will work closely with the local team as well as the regional and local market teams across the Americas US Private Bank. You will provide business management oversight including financial, information, and sales management. This role involves frequent interaction with management (Market Managers) and front office advisors (Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects and will serve mainly 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 and Develop and present strategic insights about the markets
Align with market goals and objectives to priorities and initiatives and 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 and 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 and 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 metrics and develop and maintain robust sales management processes for Market Manager and run ongoing enhancements and modifications to internal sales management processes
Required qualifications, capabilities, and skills:
Bachelor's degree in Business Administration, with preferred Finance/Accounting, Engineering
6+ years of relevant experience
Intermediate to advanced level ability expected in MS Office (Excel, Alteryx, Access, PowerPoint, Pivot Tables, Nesting formulas) and 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 and demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management
Capable of exercising leadership; willing to make challenging decisions and high energy, proactive, strategic thinker with excellent ability to solve issues and conflicts
Excellent written and oral communication, strong time management and prioritization skill and able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders
Willingness to travel (limited)
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
