Business Banking - Planning & Analysis - Vice President

Summary Of Our CCB Businesses Are

Chase Consumer & Community Banking (CCB) serves more than60million U.S. households and 4 million small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank with our nearly 4,800 branches in 48 states and the District of Columbia, 16,000 ATMs, phone or digital channels. We have leading positions across each of our CCB divisions and we are ranked #1 in online banking, #1 most-visited banking portal in the U.S. (chase.com) and #1 in the JD Power US Retail Banking Satisfaction Study.

• Connected Commerceis focused on achievingthe firm's goalof expanding beyond core financial services to deliver unique customer experiences and unmatched value viaLending, Loyalty, Offers & Shopping, Partner Benefits, Payments, Dining and Travel.
• Card Services: is the #1 credit card issuer in the U.S. based on sales and outstanding. As of 4Q21, there are over $148B in loans outstanding and over 50million active credit card accounts
• Home Lendingoffers purchase and refinance home loans, helps customers access the equity in their homes, services residential mortgage loans, and provides affordable housing solutions to customers struggling with mortgage payments.
• Operations includes a global team of ~36K colleagues across a global network of service centers handling Customer Service, Fraud, Disputes and Claims, Collections and Recovery, Customer Fulfillment and Customer Communications across CCB.
• Digital leads the delivery for our mobile and online customer experience which includes more than 60 million active digital users across all major lines of business with a total investment of $1B annually across Product, Design, and Technology. As the "front door" to many of the firms offerings through Chase.com and the Chase mobile app, Digital is focused on building products, features and services quickly, predictably and with quality.
• Chase Auto:is one of the largest providers of auto financing in the U.S, with a portfolio valued over $80B. Chase offers direct lending to customers as well as commercial loans and floor plan financing to dealers. Additionally, Chase Auto enjoys a robust "private label" client list, wherein it is the exclusive subvention partner for manufacturers like Jaguar-Land Rover and Subaru.
• J.P. Morgan Wealth Managementoffers the full spectrum of investment services with more than $700B in assets under supervision. The business includes Chase Wealth Management, serving clients from branches, J.P. Morgan Advisors, advising clients through home offices, a new hybrid advisory unit called Personal Advisors, and Online Investing
• Business Banking: provides financial advice as well as deposit, credit and cash management products to more than 4mm small business owners with up to $20mm in annual revenue
• Consumer Banking: Serves more than 26.5mm checking households with ~$775B in deposits
• Technology fuels almost every aspect of our company and is at the heart of everything we do to enable our customers, clients and employees and is focused on delivering market-leading technology capabilities with speed and in a secure, stable and scalable way. CCB annually invests ~$4B on technology.

The Business Banking (BB) Planning & Analysis (P&A) team directly supports the BB CFO. The team provides financial analyses and perspective to senior management, which support decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, quarterly earnings reporting, and annual budget and capital stress testing analytics.

In addition, in partnership with strategy and finance teams across the business, the BB P&A team leads the financial analytics for monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The BB P&A team helps to craft the team's reporting strategy and execute on data visualization and automation initiatives.

Job Responsibilities

• Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business
• Coordinate materials for leadership team meetings (e.g., BB CEO staff and senior leaders meetings) and external forums (e.g., Investor Day and industry conferences)
• Drive change, including defining dashboard requirements
• Distill and refine financial storytelling and variance analysis
• Help with weekly/monthly financial planning, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and project planning
• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)

Required Qualifications, Skills And Capabilities

• 6+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
• Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase
• Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)
• Previous experience in a finance / planning role in banking or financial services strongly preferred
• Bachelor's degree in Accounting, Finance, Economics, or related field

Soft Skills

• Ability to distill large quantities of information (both data and qualitative content) into main takeaways
• Exercises sound judgment and observes the highest degree of confidentiality
• Strong analytical, critical thinking, and problem-solving skills
• Ability to multi-task, work well under pressure, and keen attention to detail
• Ability to communicate and present to partners and senior leaders (both oral and written)
• Excellent relationship management skills and ability to drive change across a large, complex organization
• Team-oriented, and high energy level with passion for driving quantifiable business results

Candidates must be able to physically work in our New York, NY office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

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 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

Base Pay/Salary

New York, NY $125,000.00 - $175,000.00 / year