Commercial Banking - CCBSI Finance & Business Management – Reporting & Analytics – VP Commercial Banking - CCBSI Finance & Business  …

in Dallas, TX, United States
Permanent, Full time
Be the first to apply
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Commercial Banking - CCBSI Finance & Business Management – Reporting & Analytics – VP
The Corporate Client Banking & Specialized Industries (CCBSI) group is a corporate banking organization focused on companies typically with revenues of over $500mm which require traditional banking services and investment banking products. The group partners with investment bankers, credit and other internal product partners to offer customized financing solutions to our corporate clients. Our competitive advantage is that we cover our markets in a truly unique way - our corporate bankers and investment banking partners work together to build relationships with our clients and offer tailored solutions, ranging from cash management to raising capital and structuring complex financial products. Our internal business partners include Investment Banking, Corporate Derivatives Marketing and Asset and Wealth Management, among others.

The Finance & Business Management team supports the CCBSI sales organization through numerous strategic initiatives and advisory responsibilities, spanning from financial planning and analysis to general business process support and sales reporting.

This position within the Analytics & Reporting team will be responsible for driving the sales reporting and central analytics strategy of the business, with specific responsibilities as follows:
  • Lead the rationalization, development, and execution of Sales reporting and analysis within the Commercial Bank's target state infrastructure. Specific responsibilities include:
    • Develop and oversee the reporting roadmap and associated project plans, including the migration of legacy reporting to target state and development of net new reporting
    • Lead design lab sessions with bankers and other business stakeholders to collect business requirements and summarize feedback for dashboard development
    • Oversee creation of wireframes to memorialize dashboard design concepts and facilitate working group sessions with the Dashboard Factory team (internal JPM developers) and other business partners
    • Oversee testing and validation of prototypes and roll-out to business users, including product demos, training and ongoing support
    • Proactively capture feedback from end users and evaluate usage stats to further iterate and improve existing dashboards
    • Liaise with CB partners across other LOBs and centers of excellence to discuss and document best practices, issues or discrepancies, lessons learned, etc.
  • Represent CCBSI's data and reporting needs in CB's cross-LOB transformation programs and plan the digital delivery of data and analytics for front office through desktop and mobile apps
  • Identify opportunities and create a pipeline for analytics projects with an eye towards new business insights and growth opportunities, and partner with the CB Transformation Office and Data Science teams to promote the use of big data to answer key business questions
  • Serve as a subject matter expert for key CCBSI metrics and data elements, responsible for overseeing ad hoc requests for information or analysis and ensuring team governance model and control processes are followed
  • Partner with CCBSI Business Management offshore team leadership and other centers of excellence to oversee reporting strategy, team governance, and completion of ad hoc requests
  • Support CCBSI Business Management in the development, implementation and execution of various CCBSI initiatives (e.g. Annual business reviews, business off-sites, etc.)
  • Represent CCBSI in various Commercial Banking and cross-LOB projects and partner effectively with other teams (e.g. CB Strategy)
  • Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
  • Training, mentoring and overseeing responsibilities of junior resources as well as recruiting additional team members as necessary

Key Skills Required:
  • Leadership and interpersonal skills - Excellent professional presence with the ability 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. Proactively seeks guidance, clarification and feedback from others.
  • Communications skills - Must possess excellent verbal and written communications skills, including the ability to synthesize "the story" for executive-level audiences, adjust messages and style based on different audiences and agendas, and deliver consistent messaging to multiple constituents in the organization
  • Problem Solving and Analytical skills - Intellectually curious with strong problem solving and analytical capabilities coupled with the ability to oversee data analysis efforts, identify trends or key metrics, spot potential discrepancies, craft actionable recommendations, obtain consensus and implement change. Ability to outline thought process in a logical and detailed manner.
  • Execution and project management skills - Ability to scope projects/timelines, create workable project plans, and direct junior resources. Must be self-directed, proactive, detail and results-oriented, and able to drive change. Well-developed organizational skills and ability to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests.

  • 7 years of relevant work experience in business management, business intelligence delivery & reporting, analytics, process improvement, management consulting and/or project management
  • Proven ability to lead end-to-end projects and business analysis, with experience overseeing the work of junior resources
  • Experience in the design and development of business intelligence reporting is a must, with exposure to latest business intelligence tools (e.g. Qlik Sense / Tableau) a plus
  • Strong working knowledge of MS Excel (including pivot tables, vlookups, etc.; VBA is a plus) and developing executive presentations in MS PowerPoint (PitchPro a plus)
  • Familiarity with data analysis tools such as SQL (preference in MS SQL Server and Apache Hive / Impala), Python, or R is a plus
  • Familiarity with internal JPMC data systems (e.g. Client Central, CKC) is a plus
  • BA/BS degree; advanced degree preferred
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