1,766 Finance Management jobs in the United States

Director of Global Payroll - 10628

Ann Arbor, Michigan Qplusequality

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Job Description

The Impact of Director of Global Payrollat Coupa:

The impact of this role is to ensure Coupa’s global workforce is supported through accurate, timely, and compliant payroll operations across all regions. By driving automation, optimizing vendor partnerships, and strengthening controls, this leader will enhance efficiency, reduce risk, and enable seamless alignment with Finance, HR, and Legal to support Coupa’s growth.


What You'll Do:
  • Lead global payroll operations across multiple countries, ensuring timely, accurate processing for all employees.
  • Manage payroll accounting, including journal entries, accruals, reconciliations, and month-end close.
  • Drive automation and process improvements to optimize payroll systems and enhance efficiency.
  • Oversee and consolidate third-party payroll providers, managing SLAs and vendor relationships.
  • Utilize technical skills (e.g., SQL, Snowflake) to oversee the build and maintain of payroll data automations.
  • Lead and develop a global payroll team, while ensuring compliance with global payroll regulations.
  • Partner with HR, Finance, and Legal to align on policies while managing audits, SOX compliance, and payroll KPI's
What You'll Bring To Coupa:
  • 10+ years of progressive payroll experience, including 5+ years leading global payroll operations across multiple regions (EMEA, APAC, LATAM, North America).
  • Deep expertise in payroll regulations, tax laws, compliance, payroll accounting
  • Hands-on systems knowledge, including payroll/accounting/banking platforms (e.g., Dayforce, NetSuite, ActivPayroll, JPM), integrations, and advanced Google suite and Excel skills.
  • Technical capability in SQL and data warehousing concepts (Snowflake preferred), with a track record of driving automation and process improvements.
  • Strong leadership and people management skills, with experience building, mentoring, and leading high-performing global teams.
  • Excellent communication, collaboration, and conflict-resolution abilities, with a focus on stakeholder management and discretion.
  • Bachelor’s degree in Accounting, Finance, or Business (CPA and/or CPP preferred).

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Senior Data Scientist - Finance Management

San Francisco, California Plaid

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Job Description

Job Description

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.


The Earned Wage Access (EWA) team is building Plaid’s industry-leading solution for assessing repayment risk in EWA. By leveraging Plaid’s unique data and modeling capabilities, the team aims to deliver the most accurate and scalable EWA score in the market—surpassing existing offerings and setting a new standard for how partners evaluate and manage risk in this emerging space.


As a Data Scientist on the EWA team, you’ll work across the full product lifecycle—from pre-launch evaluation through post-launch retrospectives—to analyze performance, assess repayment patterns, and design strategies that optimize outcomes for partners and end users. You’ll refine Plaid’s EWA risk models, identifying opportunities to improve predictive accuracy and uncover new behavioral signals unique to EWA users. In this role, you’ll also develop new features to strengthen risk prediction, build scalable data pipelines with tools like dbt to automate ETL processes, and create metrics, alerts, and dashboards to continuously monitor production model performance.

Responsibilities
  • Shape Plaid’s first zero-to-one repayment risk framework for earned wage access, setting a new industry standard.
  • Empower millions of workers with safer, more accessible EWA products by helping partners manage repayment risk responsibly.
  • Dive deep into Plaid’s unique transaction and balance data to uncover new repayment risk signals.
  • Partner closely with customers to conduct retros and design repayment strategies, demonstrating real-world impact.
  • Experiment with new modeling approaches and features tailored for short-term liquidity and repayment behavior.
  • Build dashboards and monitoring frameworks that bring transparency to repayment risk and model performance.
  • Collaborate across product, engineering, and data teams to scale Plaid’s EWA risk solutions and improve product-market fit.
  • Join a high-ownership, bottom-up driven team building the leading EWA score to surpass competitors in the space.
Qualifications
  • 5+ years of experience in applied analytics, decision science, or risk modeling, ideally within credit, lending, or payments.
  • Strong ability to analyze and interpret large-scale financial datasets (transactions, balances, repayment behaviors) to generate insights.
  • Proficiency in SQL, Python, and data visualization/analysis tool.
  • Experience in model performance evaluation, monitoring, and feature development for credit or risk models.
  • Ability to partner with customers and internal stakeholders to translate data insights into repayment strategies and product improvements.
  • A track record of owning projects end-to-end and driving measurable business or customer impact.
  • Familiarity with financial services, fintech, or EWA/payroll products is a strong plus.
  • Advanced degree or equivalent work experience in Statistics, Economics, Mathematics, Data Science, or a related field.

The target base salary for this position ranges from $174,000/year to $260,400/year in Zone 1. The target base salary will vary based on the job's location. 


Our geographic zones are as follows:

Zone 1 - New York City and San Francisco Bay Area

Zone 2 - Los Angeles, Seattle, Washington D.C.

Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego

Zone 4 - Raleigh-Durham and all other US cities

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!


Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at


Please review our Candidate Privacy Notice here.

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Finance & Business Management

75026 Plano, Texas JPMorgan Chase

Posted 6 days ago

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Job Description

The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire Corporation.
**Job Summary**
As a Financial Analysis, Senior Associate within the GRE Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects. This role offers high visibility across GRE and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.
**Job Responsibilities**
+ Develop strong working relationships with the Americas regional teams in planning, reporting and analysis of financials
+ Prepare presentations for the Office Head Executive, including quarterly and annual business reviews
+ Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities
+ Assist in the development of management reporting and improve the financial reporting and business analysis framework
+ Support ad-hoc financial analysis in support of key functional areas of the business and opportunities to scale efficiencies
+ Partner with accounting and the GRE functions (e.g., lease administration, economic incentives group, space & location strategy, design & construction) to ensure accuracy of financial forecasts
**Required qualifications, capabilities and skills**
+ Bachelor's degree in business related discipline
+ 5 years of experience in real estate, finance and/or accounting experience
+ Working knowledge of Alteryx and Microsoft Office suite, with proficiency in Excel and Powerpoint
+ Prior experience or innate interest in the Real Estate asset class
+ Sound judgment and independent decision making are required
+ Ability to analyze data, process information and work under minimal supervision
+ Ability to think outside of the box, identify problems & find cost efficient solutions
+ Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
+ Communication skills - Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
+ Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
**Preferred qualifications, capabilities and skills**
+ CPA preferred but not required
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.
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
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Finance & Business Management

43081 Westerville, Ohio JPMorgan Chase Bank, N.A.

Posted today

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Job Description

Permanent
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, 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.

You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

In a Financial Analysis role, you would be responsible for:

  • Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Qualifications
  • Bachelor's degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments with often little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.

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

Base Pay/Salary
Jersey City,NJ $99,750.00 - $140,000.00 / year

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Finance & Business Management

75023 Plano, Texas JPMorgan Chase Bank, N.A.

Posted 6 days ago

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Job Description

Permanent
The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire Corporation.

Job Summary

As a Financial Analysis, Senior Associate within the GRE Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects. This role offers high visibility across GRE and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads.

Job Responsibilities

  • Develop strong working relationships with the Americas regional teams in planning, reporting and analysis of financials
  • Prepare presentations for the Office Head Executive, including quarterly and annual business reviews
  • Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities
  • Assist in the development of management reporting and improve the financial reporting and business analysis framework
  • Support ad-hoc financial analysis in support of key functional areas of the business and opportunities to scale efficiencies
  • Partner with accounting and the GRE functions (e.g., lease administration, economic incentives group, space & location strategy, design & construction) to ensure accuracy of financial forecasts

Required qualifications, capabilities and skills
  • Bachelor's degree in business related discipline
  • 5 years of experience in real estate, finance and/or accounting experience
  • Working knowledge of Alteryx and Microsoft Office suite, with proficiency in Excel and Powerpoint
  • Prior experience or innate interest in the Real Estate asset class
  • Sound judgment and independent decision making are required
  • Ability to analyze data, process information and work under minimal supervision
  • Ability to think outside of the box, identify problems & find cost efficient solutions
  • Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
  • Communication skills - Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
  • Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities

Preferred qualifications, capabilities and skills
  • CPA preferred but not required

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.

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

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Finance Change Management Specialist

92108 Mission Valley, California ServiceNow, Inc.

Posted 1 day ago

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Job Description

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone.
**The Team:**
The Finance Business Product Management Organization is transforming the way business outcomes are achieved by leveraging scale, agility, and efficiency in ServiceNow's internal landscape. As the world around us evolves, so do we. We are redefining leadership with a product mindset, embracing cutting-edge digitization and AI initiatives to position Finance as a competitive differentiator for ServiceNow. Our focus is on delivering seamless next-generation workflows that emphasize operational rigor, enabling us to scale across the enterprise and accelerate ServiceNow's journey to becoming the defining enterprise software company of the 21st century.
**What you get to do in this role:**
To continue our rapid growth, we have created a Change Management Specialist role that will develop and deliver core organizational change management capabilities for the Finance organization. This role will lead change management and training initiatives for key transformation priorities and help our finance audience increase their skills and deliver value to their business partners. Key programs include implementations of connected enterprise planning, close process automation, new tax and treasury capabilities, and finance-wide AI initiatives.
We are looking for a self-motivated, action-oriented professional experienced in change management and training that knows the importance managing the people-side change to achieve business outcomes in partnership with the broader program team. The ideal candidate has a background in leading change initiatives for finance organizations and is experienced in supporting the development and delivery of strategic process and automation change solutions that enable our finance organization to deliver efficiently, effectively, and profitably. In addition, this individual should possess experience with AI transformation, strong interpersonal skills, with the ability to support multiple projects in a hands-on manner. This role requires a deep understanding of how people experience change and a passion for creating positive user experiences throughout the transformation journey.
**Key Responsibilities**
+ Work with cross-functional teams at the outset of programs to enable understanding and effective use of change and communications tools that drive successful employee adoption and achieve business goals.
+ Apply a structured change methodology to build change management plans that execute against defined change strategies and are aligned to overall program plans.
+ Define and manage stakeholders, their engagement, and communications throughout the program.
+ Create communications collateral (FAQs, talking points, etc.) to support leadership messaging and to engage employees in understanding and adopting the change.
+ Define training needs and develop content for various audiences - providing training and other enablement and creative engagement activities - to include, but not limited to: change strategies, asset development, ILT and VILT training, e-training/videos, job aids, user guides, and adoption communication campaigns.
+ Contribute to development and maintenance of knowledge sharing and management across multiple mediums (e.g., SharePoint, Dashboards, eLearning, etc.)
+ Build communications and change management best practices across programs with a focus on human centered employee experience.
+ Develop and implement strategies to mitigate resistance to change, address employee concerns, and foster a culture of adaptability and resilience
**To be successful in this role you have:**
+ Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
+ 5+ Years in change management experience driving finance process and automation programs
+ Experience with enterprise finance software such as Anaplan, SAP, Blackline, Kyriba and finance-oriented AI tools. highly preferred
+ Experience and knowledge of change management principles, methodologies, and tools (Prosci certification preferred)
+ Experience with communications and training content material development, deployment, and delivery using multimedia and graphics tools, such as Adobe Captivate, Articulate Storyline 360, Camtasia, Adobe Creative Cloud, etc.
+ Proven ability to collaborate with and influence both leadership and working teams, demonstrating authority and credibility to act, make sound decisions and drive alignment
+ Experience with developing modern, creative digital change strategies designed to maximize engagement and embed adoption.
+ Proactive, hands-on delivery and customer first mindset
+ Demonstrated experience working in a deadline driven environment with the ability to quickly learn and execute
+ Highly proficient in Microsoft applications (Word, PowerPoint, Excel, IE, Outlook), particularly skilled in PowerPoint presentations
FD21
For positions in this location, we offer a base pay of $121,700 - $213,000, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location.
**Work Personas**
We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here ( . To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service.
**Equal Opportunity Employer**
ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements.
**Accommodations**
We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact for assistance.
**Export Control Regulations**
For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities.
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
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Finance & Business Management, Associate

75026 Plano, Texas JPMorgan Chase

Posted 6 days ago

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Job Description

JPMorgan Chase is a global leader in financial services, offering innovative solutions to help individuals, businesses, and communities achieve their goals. Our Global Technology Financial Planning and Analysis (FP&A) team is responsible for a wide range of activities including financial control, 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 CFO on how to increase efficiency.
As an Associate in the Global Technology Financial Planning and Analysis (FP&A) team, you will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, and delivery of management reporting. You will have the opportunity to develop new reporting capabilities, advise the CFO on efficiency improvements, and streamline processes through automation. Your role will also involve developing business recommendations, maintaining financial systems, and assisting with special projects.
**Job responsibilities:**
+ Managing annual/continual financial planning activities for Global Technology areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
+ Reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
+ Creating financial business cases supporting business initiatives
+ Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
+ Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
+ Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
+ Helping design new reports and dashboards to efficiently deliver the financial results to senior management
+ Enhancing controls and streamlining processes, introducing automation where possible
**Required qualifications, capabilities and skills:**
+ Bachelor's degree in Accounting or Finance
+ 4+ years of work experience in Financial Services, and/or accounting/controller background
+ Advanced skills in Excel and PowerPoint
+ Proficiency with data mining/gathering and manipulation of data sets
+ Inquisitive, enthusiastic and diligent, and capable of challenging peers
+ Strong verbal and written communication skills with the ability to articulate complex issues clearly
+ Ability to create ad hoc reporting for senior management
+ Proven track record for executing on special projects / assignments with often little lead time or information
+ Team player with the ability to be respected as a trusted partner for the Business, Technology, Finance, and FP&A Teams
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.
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
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Finance & Business Management, Associate

75026 Plano, Texas JPMorgan Chase

Posted 6 days ago

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Job Description

Come help shape strategic decisions, optimize financial performance, and support business growth at the firm! This role allows you to collaborate with talented professionals, leverage cutting-edge tools, and make a difference in a dynamic, fast-paced environment. If you're ready to enhance your career and deliver results, we want you on our team.
As a Planning and Analysis Senior Associate within the Corporate Central Analytics & Reporting Team, you will work on a broad range of key Corporate Planning & Analysis priorities including, P&L and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g. Investor Relations, Controllership, etc)
The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide Planning & Analysis, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups.
**Job responsibilities**
+ Proactively partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector's consolidated monthly financial forecast and annual budget (P&L and Balance Sheet)
+ Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A
+ Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings
+ Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making
+ Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment
**Required qualifications, capabilities, and skills**
+ Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills.
+ Bachelor's degree in business related discipline or equivalent experience
+ 3 years of relevant experience
+ Advanced analytical, problem-solving, and decision-making skills
+ Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
+ Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
+ Good judgment and independent decision making
+ Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
**Preferred qualifications, capabilities, and skills**
+ 3 years in planning and analysis and/or budgeting and forecasting preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.
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
**Base Pay/Salary**
Jersey City,NJ $83,600.00 - $115,000.00 / year
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Finance & Business Management, Associate

75026 Plano, Texas JPMorgan Chase

Posted 6 days ago

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Job Description

Business Management optimizes business performances by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business.
**Job responsibilities:**
+ Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
+ Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
+ Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
+ Communicate effectively with key business partners to understand projects and drive next steps
+ Project manage and deliver key work streams and tasks
+ Identify key business risks on the platform and drive resolution of mitigating controls
+ Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
+ Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
+ Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
+ Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
**Required qualifications, capabilities, and skills:**
+ Bachelor's degree in Business, Finance, Economics, or other related area
+ Prior experience in Business Management or COO role
+ Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
+ Demonstrated ability in dealing with different stakeholder groups and driving the agenda
+ Excellent communication, organization and project management skills
+ Ability to articulate and demonstrate thoughtful rationale in design decisions
+ Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
+ Self-motivated, tenacious and able to work with high degree of independence
+ Excellent written and oral communication skills
+ Strong time management and prioritization skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.
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
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Director, Finance Change Management

07308 Jersey City, New Jersey SMBC

Posted 5 days ago

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Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $171,000.00 and $230,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
To support SMBC Americas' business growth strategy, SMBC Finance is executing a major initiative to review and enhance critical Finance processes within its US operations, including financial planning, reporting, and data management. Working with core Finance teams and other key colleagues (Technology, Risk, Compliance, etc.), Finance Change is primarily responsible for establishing and managing large-scale programs focused on implementation of processes, methodologies, and systems that meet regulatory requirements and industry best practices. The Director will be responsible for rigorously managing a portfolio of prioritized change projects, working closely with senior stakeholders across SMBC Americas, as well as guiding a team of junior staff.
**Responsibilities**
+ Manage a portfolio of Finance change projects / workstreams and produce executive management updates and presentations.
+ Design and support change management programs inclusive of stakeholder assessment, impact analysis, and the development and execution of key strategies and plans
+ Execute project management responsibilities for large-scale change initiatives as part of the firm's Finance Change function, providing execution rigor, accountability enforcement, progress monitoring, and stakeholder communication.
+ Contribute to the overall design and implementation of programs and/or technology strategy to establish projects that deliver sustainable, scalable solutions.
+ Set overall objectives and targets to measure project execution delivery and success criteria of critical milestones and deliverables.
+ Perform ongoing monitoring and provide transparent reporting to impacted stakeholders and senior management.
+ Build relationships with key internal/external stakeholders centered on collaboration, flexibility, and thoughtfulness in project management.
+ Promote the professional development of team members by supporting existing programs and initiatives to continually develop new skills and capabilities, fostering an environment of continuous learning, knowledge sharing, and teamwork, and actively encouraging and contributing to the development of knowledge capital.
**Qualifications and Skills**
+ Minimum of 10 years experience in change/project management, financial services, or related experience.
+ Strong capability to manage complex projects independently, coordinating across multiple stakeholder groups, with a rigorous attention to detail.
+ Significant knowledge of change/program management, financial operations and planning, risk and controls management, IT processes, and data management.
+ Ability to strategically develop and implement complex process and technology change management initiatives.
+ Ability to prioritize efforts across multiple projects and manage competing deadlines with stakeholders.
+ Strong understanding of financial management of project budget and resources.
+ Excellent interpersonal skills; ability to successfully influence and build effective partnerships with all levels of team members and colleagues.
+ Ability to manage a team of resources and monitor a large book of work comprised of multiple initiatives.
+ Ability to work independently in ambiguous environments that are not clearly defined.
+ Ability to be flexible and follow tight deadlines.
+ Excellent verbal and written communication and presentation skills commensurate with production and presentation of management-ready materials. Proficiency in Word, PowerPoint, and Excel applications.
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
EOE, including Disability/veterans
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Associate, Finance Change Management

07308 Jersey City, New Jersey SMBC

Posted today

Job Viewed

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Job Description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $92,000.00 and $140,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
To support SMBC Americas' business growth strategy, SMBC Finance is executing a major initiative to review and enhance critical Finance processes within its US operations, including financial planning, reporting, and data management. Working with core Finance teams and other key colleagues (Technology, Risk, Compliance, etc.), Finance Change is primarily responsible for establishing and managing large-scale programs focused on implementation of processes, methodologies, and systems that meet regulatory requirements and industry best practices. The Associate will be responsible for independently managing prioritized components within large programs, supporting the project leads.
**Responsibilities**
+ Assist with the management of planning and execution of project deliverables, coordinating across project stakeholders to drive and monitor progress.
+ Facilitate working groups to support project efforts
+ Identify and communicate risks and impacts to team members, while considering business implications and dependencies.
+ Support delivery of key Finance programs, managing creation and maintenance of project artifacts such as project plans, project charters, business cases, and status reports.
+ Identify opportunities for process improvements and efficiency gains.
+ Execute business analyst responsibilities, as needed, to perform critical analysis, assessment, and documentation of business requirements.
+ Develop constructive relationships within and outside the team, including communication of key messages and updates to relevant stakeholders in a timely manner and managing client expectations and determining actions to improve services, as necessary.
**Qualifications and Skills**
+ Minimum of 2-3 years experience in change/project management, financial services or related experience.
+ Strong understanding of change/project management methodologies and approaches, with previous experience supporting large scale change efforts and/or managing small to medium projects
+ Excellent communication skills and the ability to effectively build and manage relationships with team members and colleagues across all levels.
+ Proactive self-starter with ability to prioritize efforts across multiple projects and manage competing deadlines.
+ Collaborative and demonstrated ability to work as part of a team.
+ Strong verbal and written communication and presentation skills.
+ Proficiency in Word, PowerPoint, and Excel applications.
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
EOE, including Disability/veterans
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