JPMorgan Wealth Management Functional Finance - Vice President 

United States, New York 

542611539

As the Wealth Management (WM) Functional Finance - Vice President in the Strategic Initiatives, Marketing & Functional Finance team, you will help manage and drive strategy supporting high growth businesses and initiatives across J.P Morgan Wealth Management. You will own financial analysis and reporting for three Functional functions (Solutions & Advice, Supervision, & Practice Management) with a focus on financial performance and expense management, including forecasting and budgeting, for the functions.

Job Responsibilities

• Conduct, consolidate, and present financial analyses and deliver actionable insights to grow the business, improve profitability, and optimize expenses
• Partner across the Wealth Management finance teams and business stakeholders to execute on strategic priorities
• Manage headcount and expenses for the functions, including budgeting, forecasting and ad-hoc analyses
• Research expense variances and provide insights on drivers, risks and opportunities to budget
• Develop and track progress against expenses and budget, partnering with the business to ensure alignment and compliance with firm policies
• Collaborate with Strategic Initiatives team on business cases for Solutions & Advice initiatives, aiding with revenue & expense assumptions, articulating the financial impact, and presenting results for investment funding decisions
• Prepare materials and coordinate deliverables for senior stakeholders (e.g., project status updates, strategic analysis, presentations), to facilitate decision-making in business reviews, presentations, and budget reviews
• Learn the business, strategy, and financials, establish relationships with the team and business partners
• Take initiative on process improvements, data automation, and visualization to drive the team towards better efficiency, including collaborating with broader team to identify & implement opportunities for automation

Required qualifications, capabilities and skills

• 7+ years relevant work experience in Financial Planning & Analysis (forecasting, budgeting, P&L, month-end close, expense/revenue management, etc.)
• Bachelor's degree
• Expert in Excel and PowerPoint
• Experience in or ability to learn internal budgeting systems, headcount management tools, andtravel and entertainment (T&E) applications
• Intellectual curiosity and exceptional problem-solving skills coupled with attention to detail
• Self-motivated and passionate about driving decisions through analytical insights
• Proactive learner who possesses a solid work ethic and critical thinking skills
• Comfortable working with large complex data sets and distilling insights into executive presentations
• Extremely organized in taking a comprehensive project management approach to all work
• Ability to own projects and processes end-to-end
• High emotional intelligence and confidence in interfacing directly with senior management

Preferred qualifications, capabilities and skills

• Experience with corporate financial analysis and building financial business cases
• Experience with expense management & expense applications strongly preferred
• Understanding of the Wealth Management business