Finance & Business Manager

Posted 3 Days Ago
Be an Early Applicant
Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Partner with senior leaders to manage national performance, budget and headcount planning, executive reporting, and scorecard metrics. Perform financial and operational analysis, develop reports and presentations, support market strategies, and coordinate cross-functional initiatives to drive business priorities and resource decisions.
Summary Generated by Built In

Join the Community & Business Development Finance & Business Management team, where you will help drive national performance insights, budget and headcount planning, executive reporting, and business management routines. You will partner with senior leaders and cross-functional teams to translate data into actionable insights that support strategic priorities and business outcomes. This is an opportunity to contribute to a high-impact agenda focused on disciplined execution, transparency, and measurable results.

As a Finance & Business Manager in Community & Business Development, you will support the team's national performance management, budget and headcount planning, and executive reporting agenda. You will help develop and maintain reporting routines, analyze financial and operational drivers, support headcount and expense tracking, and prepare business updates for senior leadership. You will partner across Finance & Business Management, Strategy, Operations, and business leadership teams to support planning, performance measurement, and decision-making. Your work will help provide visibility into business performance, resource decisions, and progress against strategic priorities.


Job Responsibilities

  • Serve as a strategic partner, finance subject matter expert, and trusted advisor supporting Community & Business Development and Financial Health initiatives
  • Drive strategic field initiatives and support execution against business priorities
  • Optimize performance against goals through performance monitoring, analysis, and synthesis of business information and results
  • Support business reviews by planning, coordinating, and reporting on key performance indicators and business objectives within assigned territories
  • Manage key Community & Business Development scorecard metrics focused on growth, controls, customer acquisition and deepening, customer and employee experience, and expense management
  • Support development of local market strategies, including coverage, workforce, real estate, marketing, and banker planning
  • Coordinate with business and functional partners, including Product, Marketing, Risk, Legal, and Human Resources teams
  • Contribute to divisional and national initiatives, including ownership and execution of specific projects
  • Develop reports, presentations, and executive updates that communicate performance trends, opportunities, and risks
  • Support budget, expense, and headcount planning activities and provide analysis to support resource decisions
  • Perform ad hoc analysis related to business strategy, financial management, and operational effectiveness

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree in Accounting, Finance, Economics, or a related discipline
  • 6 years of experience in banking or financial services
  • Knowledge of branch banking operations and retail banking financial systems
  • Experience analyzing balance sheet, income statement, and related business performance drivers
  • Experience creating and delivering presentations to groups and senior stakeholders
  • Ability to manage multiple projects simultaneously and influence stakeholders across organizational levels
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills
  • Strong organizational skills, judgment, and decision-making capabilities
  • Ability to build strong relationships and work collaboratively across functions
  • Ability to travel as required
About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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.

Skills Required

  • Bachelor's degree in Accounting, Finance, Economics, or a related discipline
  • 6 years of experience in banking or financial services
  • Knowledge of branch banking operations and retail banking financial systems
  • Experience analyzing balance sheet, income statement, and related business performance drivers
  • Experience creating and delivering presentations to groups and senior stakeholders
  • Ability to manage multiple projects simultaneously and influence stakeholders across organizational levels
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication skills
  • Strong organizational skills, judgment, and decision-making capabilities
  • Ability to build strong relationships and work collaboratively across functions
  • Ability to travel as required

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.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
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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