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JPMorgan Client & Onboarding Services Financial Analysis Vice President 
United States, Florida, Tampa 
622367984

27.03.2025

Job responsibilities

  • Track headcount meticulously to ensure accurate position management, requisition approvals, and reconciliation with the current budget and outlook
  • Partner with Client & Onboarding Services leadership and Commercial & Investment Bank Finance & Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
  • Prepare accurate and timely monthly financial reporting packages
  • Take analysis and create executive level presentation using PowerPoint PitchPro+
  • Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
  • Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy

Required qualifications, capabilities and skills

  • Bachelor’s degree
  • 6+ years of experience in financial data analysis and story-telling
  • Ability to work collaboratively; develop strong partnership with multiple levels of employees
  • Strong presentation skills and ability to tell the story on financials and initiatives
  • Strong verbal and written communication skills with strong attention to detail
  • Ability to produce successful results in a fast-paced environment
  • Ability to develop strong, positive relationships with business stakeholders
  • Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
  • Excellent problem solving and critical thinking skills with ability to interpret and present complex data
  • Mature, independent, highly organized, self-motivated and a team player
  • Strong PowerPoint, Excel, and Word skills, knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying