Global Private Bank Headcount and Expense India

4 weeks ago


Mumbai, India JPMorgan Chase Bank, N.A. Full time

**About the Employer**

**Global Finance & Business Management ("GF&BM") India **is a combined Line of Business-aligned (LOB-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions. The scale, depth & diversity of GF&BM India provides its employees extensive opportunities to learn and move within the organization, thereby gaining rich experience to build a long term career with the firm.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
**The current opening is within the Global Private Bank (GPB) team in Bangalore which forms part of the Asset & Wealth Management (AWM) LOB within GF&BM India.**

**About the Team**

**J.P. Morgan Asset & Wealth Management **delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals

GPB Headcount & Expense COE is responsible for partnering across the firm to provide financial and strategic analysis for headcount & expense management. Our headcount & expense COE team is responsible for a wide range of activities including forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

**About the Role**

**Primary Responsibilities**:
The main tasks include:

- Responsible for managing, monitoring and reporting the headcount and expenses for the Global Private Bank business. The key responsibilities include
- Partnering with the CFO/ CEO for headcount & expense management
- Driving headcount & expense initiatives eg. location strategy
- Managing the monthly forecast and annual budget cycle
- Partnering with the CFO/ CEO in reorganization of functions which includes cost center management and historical restatements
- Presenting the key business findings and highlighting the risks & opportunities to the senior management
- Ability to work with multiple groups across the organization
- Enhance controls and streamline processes, introducing automation where possible.
- Work with various Essbase add-ins and reporting databases to manage reporting changes.
- Contribute ideas around improving reporting capabilities and new projects
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Minimum of CA or an MBA in Finance is required
- 5+ years of Finance experience, preferably in Financial Services industry & Headcount and Expense Experience
- Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
- Experience in creating Tableau dashboards, Python and Alteryx a plus
- Strong quantitative, analytical, and problem solving skills
- Positive attitude and demonstrate intellectual curiosity
- Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
- Integrity in handling highly sensitive and confidential information.
- Ability to navigate multiple data sets and synthesize into coh



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