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JPMorgan Finance & Business Management Vice President 
United States, Texas, Plano 
167438668

07.12.2024

Job responsibilities

  • Serve as the consolidated P&A lead for Global Private Bank
  • Drive long-range planning and modeling to drive ROE growth
  • Weekly monitoring of GPB business results with reporting to the leadership team
  • Support dashboard reporting and ad hoc analysis to support decision making
  • Prepare budget materials and lead annual budget process with partners across GPB, highlighting key risks and opportunities
  • Working closely with Strategy team to prepare business performance reviews
  • Understand key performance indicators (KPIs) across different parts of businesses and help develop new ways to monitor financial performance
  • Partner with our India based teams to prepare and oversee the production of accurate and timely financial reports and presentations
  • Effectively communicate financial insights to stakeholders across the organization
  • Improve and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot
  • Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations

Required qualifications, capabilities, and skills

  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • 6+ years professional experience
  • 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
  • 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

qualifications, capabilities, and skills

  • Experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
  • 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