Finance & Business Management Associate

Financial And Business Management

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence.

As a Business Finance Manager within our regional team, you will have the exciting opportunity to support our regional agenda and local markets. You will work closely with our local team in Plano, TX, as well as regional and local market teams across the Americas. Your role will involve frequent interaction with management and front office advisors in a fast-paced team environment, and you will be accountable for broader regional projects. This role provides a unique opportunity to serve within four main channels : Strategic Planning, Finance Management, Sales Management, and Project Management.

Job Responsibilities :

Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans

Develop and present strategic insights about the market and align with market goals and objectives to priorities and initiatives

Act as a thought partner to Market Managers on key business decisions

Conduct analyses from financials to understand business goals to identify opportunities to improve business results

Participate in the month-end close process with the broader WM finance team and research and resolve data issues

Partner with regional Chief Finance Officers to prepare for business reviews with senior management

Run disciplined expense management and markets

Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders

Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards

Work with Market Managers to assess talent, using data analytics and metrics and develop and maintain robust sales management processes for Market Manager

Run ongoing enhancements and modifications to internal sales management processes

Required qualifications, capabilities, and skills :

Bachelor's degree in Business Administration, Finance / Accounting, or Engineering

Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)

Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence

Proven experience delivering timely, high-quality presentations and / or reporting for various projects with competing priorities

Demonstrated ability in dealing with different stakeholder groups and driving the agenda / plan / change management

Capable of exercising leadership; willing to make challenging decisions

Preferred qualifications, capabilities, and skills :

High energy, proactive, strategic thinker with excellent ability to solve issues and conflicts

Excellent written and oral communication, strong time management and prioritization skills

Able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders

Willingness to travel (limited)

2+ years of relevant experience preferred

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability / Veterans