Overview
In this role you will drive financial planning, budgeting and regulatory oversight for the firm’s principal legal entity supporting Chase consumer banking. You will translate complex financial and regulatory matters into clear insights for senior stakeholders and governance forums. You will lead forecasting, balance sheet analysis and profitability drivers, while advancing reporting automation and governance processes. This position sits at the intersection of finance, risk and business management, offering impact through robust, data-driven decision support. You will work with cross-functional teams to support regulatory readiness and strategic objectives.
Responsibilities
- Lead monthly, quarterly and annual forecasts for J.P. Morgan Europe Limited
- Monitor legal entity financial performance against budget, strategic plan and outlook
- Produce and analyse baseline and stressed forecasts for regulatory submissions (ICAAP)
- Deliver executive-level analysis of results, drivers, trends, risks and opportunities
- Maintain understanding of financial performance, balance sheet evolution and profitability drivers
- Drive process improvements, automation initiatives and enhancements to management reporting
- Translate complex financial matters into actionable insights for senior stakeholders
Key requirements
- Qualified accountant (ACA, ACCA, CIMA or equivalent)
- Strong analytical and problem-solving skills with ability to interpret complex financial information
- Strong written and verbal communication skills for diverse audiences
- Strong stakeholder management across multiple teams and priorities
- Ability to build effective relationships across levels and functions
- Experience in Financial Planning and Analysis, business management, legal entity finance, or banking finance
- Strong understanding of banking financial statements and balance sheet fundamentals
- Flexible and resilient under pressure with tight deadlines
- Proficiency in Microsoft Office, advanced Excel, VBA, and handling large datasets
- Stakeholder management
- Effective communication
- Relationship building
- Financial Planning and Analysis (FP&A)
- Advanced Excel and VBA
- Understanding of banking financial statements
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