Job Description
Qualifications
Bachelor's degree in Accounting, Finance or a subject of a technical nature
7+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Advanced skills in Excel and PowerPoint
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Integrity in handling highly sensitive and confidential information
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Highly motivated self-starter with excellent time management/prioritization skills
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Benefits
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
Responsibilities
This role will ensure senior management across the LatAm/GFG PB have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives
As a Financial Analysis, Vice President within the LatAm/GFG Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business
You will collaborate globally across a diverse set of stakeholders in a dynamic environment
This role offers high visibility across the Private Bank organization and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads
Drive financial budgeting, reporting, forecasting and analysis
Ensure efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Create financial business cases supporting initiatives
Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Oversee and perform the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
Design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamlining processes, introducing automation where possible
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk
Job description
The Latin America Private bank and Global Families Group Finance team is seeking a seasoned professional who has a penchant for story-telling with financial data and is strategic, analytical, and energetic. This is a high-impact opportunity on our Finance team with broad exposure with the LatAm/GFG business as well as Finance and other functions across the firm. This role will ensure senior management across the LatAm/GFG PB have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives.
As a Financial Analysis, Vice President within the LatAm/GFG Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. You will collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the Private Bank organization and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.
Job responsibilities:
• Drive financial budgeting, reporting, forecasting and analysis
• Ensure efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Create financial business cases supporting initiatives
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Oversee and perform the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills:
• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 7+ years of work experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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, ****** 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 is an Equal Opportunity Employer, including Disability/Veterans
Bachelor's degree in Accounting, Finance or a subject of a technical nature
7+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Advanced skills in Excel and PowerPoint
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Integrity in handling highly sensitive and confidential information
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Highly motivated self-starter with excellent time management/prioritization skills
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Benefits
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, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
Responsibilities
This role will ensure senior management across the LatAm/GFG PB have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives
As a Financial Analysis, Vice President within the LatAm/GFG Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business
You will collaborate globally across a diverse set of stakeholders in a dynamic environment
This role offers high visibility across the Private Bank organization and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads
Drive financial budgeting, reporting, forecasting and analysis
Ensure efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Create financial business cases supporting initiatives
Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Oversee and perform the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
Design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamlining processes, introducing automation where possible
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk
Job description
The Latin America Private bank and Global Families Group Finance team is seeking a seasoned professional who has a penchant for story-telling with financial data and is strategic, analytical, and energetic. This is a high-impact opportunity on our Finance team with broad exposure with the LatAm/GFG business as well as Finance and other functions across the firm. This role will ensure senior management across the LatAm/GFG PB have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives.
As a Financial Analysis, Vice President within the LatAm/GFG Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. You will collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the Private Bank organization and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.
Job responsibilities:
• Drive financial budgeting, reporting, forecasting and analysis
• Ensure efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Create financial business cases supporting initiatives
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Oversee and perform the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills:
• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 7+ years of work experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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, ****** 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 is an Equal Opportunity Employer, including Disability/Veterans
💡 Quick Summary
Seeking a career-building opportunity? The Financial Analysis| Vice President position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
