US Private Bank Business Finance Manager - Senior Associate

Overview

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. As a Business Finance Manager you will support our regional agenda and local markets, working closely with the Plano, TX team and across the Americas. This role provides a unique opportunity to serve within four main channels:
Strategic Planning, Finance Management, Sales Management, and Project Management.

• Partner with regional Chief Finance Officers and Market Managers 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 and identify opportunities to improve business results
• Participate in the month‑end close process with the broader WM finance team, 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 for 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 Managers
• Run ongoing enhancements and modifications to internal sales management processes

• Bachelor's degree in Business Administration, Finance/Accounting, or Engineering
• Intermediate to advanced level ability 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

• 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 partner with multiple stakeholders
• Willingness to travel (limited)
• 2+ years of relevant experience

To be eligible for this role, you must be authorized to work in the United States. We do not offer employment‑based immigration sponsorship for this role. This role does not provide relocation assistance; all candidates must be local to the work location or be willing to relocate. Limited travel is required.

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. We also offer a range of benefits and programs to meet employee needs, such as 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 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' religious practices and beliefs, as well as mental health or physical disability needs.

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