US Private Bank Business Finance Manager - Senior Associate

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence. As a Business Finance Manager within our regional team, you will support the regional agenda and local markets in Plano, TX and across the Americas, working closely with local teams and front‑office advisors. You will coordinate broader regional projects and work across four main channels: Strategic Planning, Finance Management, Sales Management, and Project Management. Job Responsibilities Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans Develop and present strategic insights about the market and align them with market goals and objectives to priorities and initiatives Act as a thought partner to Market Managers on key business decisions Conduct analyses from financials to understand business goals, identify opportunities to improve business results Participate in the month‑end close process with the broader WM finance team and research and resolve data issues Partner with regional Chief Finance Officers to prepare for business reviews with senior management Run disciplined expense management and monitoring of markets Provide responsiveness to executive ad‑hoc requests related to results, presentation development, and analysis to key stakeholders Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint; develop mock‑ups quickly and iteratively for management presentations, reports, and dashboards Work with Market Managers to assess talent using data analytics and metrics, and develop and maintain robust sales management processes for Market Managers Run ongoing enhancements and modifications to internal sales management processes Required Qualifications, Capabilities, and Skills Bachelor’s degree in Business Administration, Finance/Accounting, or Engineering Intermediate to advanced level ability in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas) Exceptional analytical skills with ability to synthesize data to make acute business decisions; attention to detail is a must with continuous focus on design excellence Proven experience delivering timely, high‑quality presentations and/or reporting for various projects with competing priorities Demonstrated ability in dealing with different stakeholder groups and driving agenda/plan/change management Capable of exercising leadership; willing to make challenging decisions Preferred Qualifications, Capabilities, and Skills High energy, proactive, strategic thinker with excellent problem‑solving and conflict resolution skills Excellent written and oral communication, strong time management and prioritization skills Able to work in a dual matrix reporting environment and partner with multiple stakeholders Willingness to travel (limited) 2+ years of relevant experience preferred Employment Eligibility Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). This role does not provide relocation assistance; candidates must be local to the work location or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full‑time (5 days). Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation. 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. Equal‑Opportunity Employer Statement 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. #J-18808-Ljbffr TwinThread