JPMorgan JP Morgan Wealth Management – Marketing Finance Vice President 

United States, New York 

791134854

As the Marketing Finance Vice President in the Marketing Finance and Business Management 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 the Marketing and Communications functions with a focus on financial performance and profitability metrics for all marketing campaigns and programs.

Job Responsibilities

• Conduct, consolidate, and present financial analyses and deliver actionable insights to grow the business, improve product profitability, and optimize expenses
• Partner across the Wealth Management finance team and business stakeholders to execute on strategic priorities
• Estimate the financial impact of Marketing campaigns along with reporting campaign results such as profitability, account volume, and investment balances
• Develop and track progress against expenses and budget, partnering with the business to ensure alignment
• 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 and marketing strategy inside out, establish relationships with the team and business partners
• Take initiative on process improvements, data automation, and visualization to drive the team towards better efficiency

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
• 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
• Expert in Excel and PowerPoint

Preferred Qualifications, Capabilities, and Skills

• Proficiency using SharePoint, SQL, Alteryx, Tableau, QlikView, or other data visualization applications, Jira, Visio and Adobe Professional
• Experience working with or within a marketing organization
• Experience with corporate financial analysis and building financial business cases