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JPMorgan Servicing Planning & Analysis Vice President 
United States, Ohio 
742238193

26.06.2024

As a Vice President in Chase Home Lending, you will lead the Servicing Planning & Analysis team, where you will manage a team of four.You will be responsible for coordinating the budgeting and forecasting process, as well as managing reports and presentations.


Job responsibilities

  • Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
  • Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
  • Lead additional one-off and repeatable analyses as required by senior management
  • Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
  • Support ad hoc projects as necessary

Required qualifications, capabilities and skills

  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • 6+ years professional experience in handling large amount of data, analyzing profit & loss and balance sheet drivers
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular)
  • Experience in the consolidation, review, analysis and presentation of Financials
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables

Preferred qualifications, capabilities and skills

  • Previous experience in a finance/planning role in banking or financial services strongly preferred
  • Experience with internal financial systems such as Essbase and Hyperion preferred
  • People management experience preferred
  • Experience in lending/home lending preferred

Soft skills

  • Excellent oral and written communication and relationship management skills
  • Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary