This role will be based in Plano, TX with responsibility to broadly support the regional agenda and local markets. The role will work closely with the local team in Plano as well as the regional and local market teams across the Americas (LatAm PB & USPB). They will provide business management oversight including financial, information, and sales management. This role involves frequent interaction with management (Market Managers) and front office advisors (Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects. They will serve mainly within four main channels, Strategic Planning, Finance Management, Sales Management, and Project Management.

Job Responsibilities:

Strategic Planning:

• Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans
• Develop and present strategic insights about the markets
• Align with market goals and objectives to priorities and initiatives
• Act as a thought partner to Market Mangers on key business decision

Financial, Sales, and Project Management:

• 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
• 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, with preferred Finance/Accounting, 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
• 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)
• 3+ years of relevant experience preferred

As a member of AWM Finance and Business Management, you are an integral part of our efforts to strategically support business partners, create growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and make decisions, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

At JPMorgan Chase & Co. we value the unique skills of every employee, and we're building a Finance and Business Management organization that thrives on diversity. We encourage professional growth and career development, and offer benefits and compensation. if you're ready to put your passion for Finance and Business Management to work in a way that makes a real difference, apply today !

#LI-Hybrid

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans