Finance & Business Manager

🏢 JP Morgan
📍 Plano, United StatesFull-timeOn-site
📅 Posted: 1mo ago🔄 Updated: 1mo ago
CV%
✨ AI Summary
The Finance & Business Manager will partner with senior leaders and cross-functional teams to drive national performance insights, budget and headcount planning, and executive reporting. Responsibilities include serving as a strategic partner, optimizing performance through analysis and synthesis of business information, and supporting business reviews by reporting on key performance indicators. The role also involves managing scorecard metrics, supporting local market strategies, and developing reports and presentations for senior leadership. Ad hoc analysis related to business strategy, financial management, and operational effectiveness will also be required. A Bachelor's degree in Accounting, Finance, or Economics and 6 years of experience in banking or financial services are required, along with knowledge of branch banking operations and financial systems, and experience analyzing financial statements. Strong analytical, communication, and organizational skills are essential for success in this role.
Required Skills
Soft Skills & Professional Competencies
Analytical SkillsProblem SolvingCommunicationOrganizationDecision MakingRelationship BuildingCollaboration
Healthcare & Life Sciences
Clinical Judgment
🎁 Benefits & Perks
Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Bachelor's degree in Accounting, Finance, or Economics with 6 years of experience in banking or financial services. Must have knowledge of branch banking operations and retail banking financial systems, with experience analyzing financial statements and business performance drivers. Requires strong presentation, analytical, problem-solving, communication, organizational, and decision-making skills, along with the ability to manage multiple projects and build collaborative relationships.
Description

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
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00