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Consumer & Business Banking, Revenue Finance Manager– Executive Director

Req #: 180013732_1
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


The Revenue Finance Manager reports to the Consumer and Business Banking Chief Financial Officer and will lead a team of ~15 in Columbus, Ohio and Bangalore, India to lead Finance aspects of ~$18 B in revenue in Consumer and Business Banking.  The manager will lead modeling, financial analysis, budgeting, forecasting, capital adequacy exercises, and variance analysis for revenue and balance sheet related to ~$600B Consumer & Business Banking (CBB) Deposit balances, non-interest revenue, including from ~$250B in Chase Wealth Management Investments.  The team is also responsible for  ~$650mm Consumer Banking Marketing Spend, non-branch investment spend return modeling (e.g., marketing),  Consumer Banking household profitability, and expense and financial analysis support for the Consumer and Business Banking Deposit product team.  

The Manager will drive business value by generating insight and leading the efforts to turn insight into action, develop reporting and financial inputs to support the needs of the Marketing and Product organizations. The Manager will also be responsible for driving increased efficiency and controls of forecast models and ongoing / ad hoc reporting by improving model algorithms, automation, documentation, and data management.  More specifically, the Manager will lead:

  • Creation and management of complex financial impact models for Consumer Banking strategic initiatives and transactions

  • Financial Reporting and analysis for deposit pricing decisions while contributing to regular Consumer Banking and Business Banking pricing meetings in conjunction with the Product Pricing team

  • Analysis of consumer and business deposit balance growth, net interest income, and non-interest revenue

  • Syndication of financial and operational results with internal business partners.

The nature of the work requires extensive cross-LOB and cross-functional collaboration, especially with Consumer and Business Banking Financial Planning and Analysis, Consumer and Business Banking Deposit Products, Consumer Marketing, a well as Credit Card Finance, Asset Management Finance, Treasury, Strategy and Controllers.  Position entails frequent interactions with executive management: Consumer Banking and Business Banking CFOs, Consumer Banking CMO, and Product Executive for Consumer & Business Banking. 


  • Demonstrated ability to build and lead high-performing teams

  • Thrive in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value. 

  • Bachelors degree with relevant Masters degree preferred

  • Strong financial and strategic problem solving abilities

  • Corporate finance / returns model development

  • Data management skills

  • Outstanding written and verbal communications

  • Ability to influence and become a trusted advisor to executive management

  • Strong personal management and organizational skills; Ability to manage multiple projects concurrently in an fast-paced environment of ambiguity and change.

  • Strong PC skills with extensive knowledge of Power Point, Microsoft Excel and Essbase.

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