Join JP Morgan's Asset & Wealth Management Finance and Business Management team as a Vice President in Plano, TX, and play a pivotal role in driving financial strategy and performance analysis. Be the key link between regional teams and strategic partners, and make a significant impact on our business success

 

As a Vice President in the Asset & Wealth Management Finance and Business Management (“AWM F&BM”) team, you will report directly to the Global Private Bank (GPB) Planning and Analysis Lead. As the GPB Central P&A Lead, you will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and partners in the GPB/AWM P&A, Treasury, Strategy teams as well as the Product CFO organization.

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

Preferred 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