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JPMorganChase

Client & Onboarding Services Financial Analysis Vice President

Posted 2 Days Ago
Be an Early Applicant
Hybrid
Tampa, FL
Senior level
Hybrid
Tampa, FL
Senior level
As a Financial Analyst, you will analyze financial data, create insights and presentations, and collaborate with leadership for strategic decision-making.
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Job Description
Are you passionate about transforming financial data into compelling stories that drive strategic decisions? Join our dynamic Commercial & Investment Bank Finance & Business Management team and play a pivotal role in supporting the Client Onboarding and Service organization. This high-impact opportunity offers you the chance to ensure senior management has the insights needed to achieve their strategic objectives. Collaborate with senior leaders and key partners across various teams to enable effective execution and make a tangible impact on our business. If you're detail-oriented, analytical, and eager to make a difference, we want to hear from you!
As a Financial Analyst in the Commercial & Investment Bank Finance & Business Management team, you will transform financial data into strategic insights that drive our Client Onboarding and Service organization forward. You will collaborate with senior leaders and key partners to ensure effective execution of major initiatives, providing critical financial reporting and analysis. Together, we will create impactful presentations and develop strategies that align with our business objectives. This role offers you the opportunity to make a significant impact while working in a fast-paced, dynamic environment.
Job responsibilities

  • Track headcount meticulously to ensure accurate position management, requisition approvals, and reconciliation with the current budget and outlook
  • Partner with Client & Onboarding Services leadership and Commercial & Investment Bank Finance & Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
  • Prepare accurate and timely monthly financial reporting packages
  • Take analysis and create executive level presentation using PowerPoint PitchPro+
  • Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
  • Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy


Required qualifications, capabilities and skills

  • Bachelor's degree
  • 6+ years of experience in financial data analysis and story-telling
  • Ability to work collaboratively; develop strong partnership with multiple levels of employees
  • Strong presentation skills and ability to tell the story on financials and initiatives
  • Strong verbal and written communication skills with strong attention to detail
  • Ability to produce successful results in a fast-paced environment
  • Ability to develop strong, positive relationships with business stakeholders
  • Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
  • Excellent problem solving and critical thinking skills with ability to interpret and present complex data
  • Mature, independent, highly organized, self-motivated and a team player
  • Strong PowerPoint, Excel, and Word skills, knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying



About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Alteryx
Bi Tools
Databases
Excel
PowerPoint
SQL
Word

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