Help shape how teams understand and act on client profitability. In this role, you will combine responsive user support with meaningful ownership of reporting enhancements that improve scale, reliability, and adoption. You will turn questions and issues into clearer insights and better tools. Your work will help stakeholders make more informed decisions using consistent, well-understood profitability outputs.
As a Client Profitability Reporting Lead in Treasury Client Profitability Reporting, you help ensure profitability insights are decision-useful, scalable, and well adopted across stakeholders. You support users with timely issue resolution and clear guidance on outputs and appropriate model usage. You also lead reporting and model-related enhancements by shaping the roadmap, improving tooling and processes, and delivering ad hoc analysis that sharpens understanding of profitability drivers at the client and relationship level. You will work closely with partners across client teams and Finance, and you will help us strengthen reliability, documentation, and the overall user experience.
Job responsibilities
- Respond to user call records and questions related to the client profitability system in a timely manner
- Lead issues through to resolution and communicate clear status updates to stakeholders
- Track user call activity to evidence resolution and identify recurring pain points
- Research across multiple reporting tools to answer client- and relationship-related inquiries accurately and clearly
- Guide users on interpreting outputs and using the profitability model and reporting appropriately
- Support training and enablement efforts to strengthen user self-sufficiency and improve adoption
- Serve as a subject matter expert on client and relationship profitability results by synthesizing drivers and surfacing themes
- Deliver high-impact ad hoc analysis to deepen understanding of profitability drivers
- Translate recurring user needs into a clearly prioritized enhancement agenda for reporting and model capabilities
- Participate in the design, testing, and rollout of enhancements to the profitability model and related reporting, including disciplined user acceptance testing
Improve reporting quality and usability by strengthening documentation, standardizing recurring outputs, and reducing avoidable rework through root-cause thinking
Required qualifications, capabilities, and skills
- 5 years of relevant finance experience
- Demonstrated analytical, problem-solving, and critical-thinking skills
- Strong written and verbal communication skills
- Proven client-service mindset and ability to support users with clarity and professionalism
- Ability to prioritize multiple requests in a fast-paced environment
- Strong attention to detail and focus on accuracy
- Proficiency in database queries
- Advanced proficiency in Microsoft Excel
Preferred qualifications, capabilities and skills
- Coding experience to support analysis, automation, or reporting enhancements
- Experience supporting users of finance reporting tools and resolving recurring issues through process improvements
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About Us
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
Skills Required
- 5 years of relevant finance experience
- Analytical, problem-solving, and critical-thinking skills
- Strong written and verbal communication skills
- Client-service mindset and ability to support users clearly and professionally
- Ability to prioritize multiple requests in a fast-paced environment
- Strong attention to detail and focus on accuracy
- Proficiency in database queries
- Advanced proficiency in Microsoft Excel
- Coding experience supporting analysis, automation, or reporting enhancements
- Experience supporting users of finance reporting tools and resolving recurring issues through process improvements
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
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Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
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Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.
JPMorganChase Insights
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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