JOB DESCRIPTION
You will partner closely with senior Operations leaders and key partners across Commercial Bank Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.
As part of the Commercial Banking Finance & Business Management team, the Commercial Bank Finance & Business Management Resource Planning is looking for a strategic, analytical, and energetic professional to support the Wholesale Lending Services organization. This is a high-impact leadership opportunity on our Finance & Business Management team ensuring senior management across the Commercial Bank have visibility into major initiatives, business metrics, financials, and data insights to achieve their strategic objectives. This role will partner closely with senior Operations leaders and key partners across Commercial Bank Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.
Job Responsibilities:
- Partner with Wholesale Lending Services and Commercial Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Participate in the activity based costing process used to allocate expenses across Line Of Businesses and downstream client profitability system
- Partner with Finance to build out loan origination forecasting models, and transfer those results into actionable volume forecasts
- Assist with build out and enhancement of capacity models across Wholesale Lending Ser functions and activities
- Assume responsibility capacity plan deliverables for an organization, partnering with business leaders and finance to model the impact of various business drivers to that organization’s staffing needs
- Define, design and lead high priority strategic initiatives with senior level visibility in areas above
- Analyze large amounts of data to create impactful analysis to assist in developing WLS strategy
- Participate in the budget and planning process, including supporting analytics and forecasting
- Hands-on experience in the use of data to solve complex business problems, leveraging toolsets such as: Qlik Sense, Tableau, SQL
- Conduct monthly capacity plan calls with senior business leaders, participating in hiring decisions and operational planning
- Strong professional presence with the ability to communicate directly with senior stakeholders
- Must be able to interact and influence colleagues at all levels in the business
- Able to collaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources
Required qualifications, capabilities and skills
- Bachelor's degree
- 3-7+ years of relevant experience in banking
- Strong presentation skills and ability to tell the story on initiatives
- Ability to work collaboratively; develop strong partnership with multiple levels of employees
- Strong oral and written communication skills
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data
- Hands-on experience in the use of data to solve complex business problems, leveraging toolsets such as: Alteryx, Tableau, SQL
- Ability to develop strong, positive relationships with business stakeholders
- Mature, independent, highly organized, self-motivated and a team player
- Strong Excel skills
- Statistics/KPI experience preferred
#LI-Hybrid
ABOUT USJPMorgan 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAMCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.