Finance & Business Management, Vice President

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...