Client & Onboarding Services Financial Analysis Vice President

Posted 4 Hours Ago
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Tampa, FL
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Vice President of Client & Onboarding Services will oversee financial data analysis, collaborate with senior management, and ensure accurate financial reporting. Responsibilities include tracking headcount, creating presentations, and conducting data analysis for strategic decision-making.
Summary Generated by Built In

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
SQL

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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