The role involves financial analytics, strategic planning, and collaboration with stakeholders to enhance business operations and client relations.
Job Description
Join our Client Onboarding and Service (COS) Finance & Business Management team and play a pivotal role in shaping the strategic direction of our organization. This high-impact opportunity allows you to leverage financial data to tell compelling stories and support business growth and client retention.
As a Finance & Business Management Professional in the COS team, you will support the wider organization by providing senior management with visibility into major COS initiatives, metrics, financials, and insights. Your strategic storytelling with financial data will play a key role in client retention through their onboarding and servicing experience.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
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.
Join our Client Onboarding and Service (COS) Finance & Business Management team and play a pivotal role in shaping the strategic direction of our organization. This high-impact opportunity allows you to leverage financial data to tell compelling stories and support business growth and client retention.
As a Finance & Business Management Professional in the COS team, you will support the wider organization by providing senior management with visibility into major COS initiatives, metrics, financials, and insights. Your strategic storytelling with financial data will play a key role in client retention through their onboarding and servicing experience.
Job Responsibilities:
- Partner with COS and Finance & Business Management to understand business objectives and prepare executive presentations.
- Design management reporting packages to communicate business results transparently and concisely.
- Coordinate operations and deliverables with business managers, finance, project managers, and senior stakeholders.
- Analyze complex data sets, assess KPI trends, and create impactful insights using statistical analysis tools.
- Partner with COS and Finance & Business Management team to budget and forecast headcount and expenses.
Required Qualifications, Capabilities, and Skills:
- 5 years of experience in transformation, project management, or finance with strong storytelling and context-setting skills.
- Ability to work collaboratively and develop strong partnerships with stakeholders at multiple levels.
- Strong presentation skills (PowerPoint and/or PitchPro) with the ability to repurpose and design content.
- Intermediate Excel skills with proficiency in complex functions and a focus on automation and visualization.
- Ability to interpret and present complex data with attention to detail and engagement.
- Highly motivated, proactive attitude with a passion for learning and inquisitive personality.
- Excellent problem-solving, resourcefulness, and critical thinking skills.
- Naturally curious with a desire to use data to drive efficiency or improve outcomes.
Preferred Qualifications, Capabilities, and Skills:
- Experience in Process and/or Continuous Improvement.
- Cross-Functional Leadership with demonstrated ability to lead and collaborate across diverse teams and departments.
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
Excel
Pitchpro
PowerPoint
Statistical Analysis Tools
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