Consumer & Community Bank Finance Job Description

Consumer & Community Bank Finance Job Description

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Consumer & community bank finance provides high quality financial and management accounting for the area, including period end accounting (P&L and Balance sheet), flash reporting and management information.

Consumer & Community Bank Finance Duties & Responsibilities

To write an effective consumer & community bank finance job description, begin by listing detailed duties, responsibilities and expectations. We have included consumer & community bank finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Plan and oversee high level project plan and milestones, coordinating with Finance Risk Warehouse and Technology partners
Build effective relationships with sub-LOB Managers in CCB Finance, Accounting and Treasury
Evaluate and enhance multi-year financial models for the business, assessing the impact of strategic decisions and trade-offs on the P&L
Prepare and submit required reporting, Essbase uploads and files in support of Dealer Services expense/headcount management as required by Auto P&A team
Partner with colleagues in finance, technology and operations to ensure that forecasts are executing as designed and achieving the desired outcomes
Interface and coordinate across teams from CCB and Corporate
Analyze financial results and provide variance analysis to help Senior Management prepare for monthly management meetings and monthly corporate business reviews Provide analytic support for earnings release (Talking Points, Analyst Presentation slides, additional back-up materials)
Support Card Services monthly/annual financial planning, forecasting, analysis and reporting
Analyze financial results and provide variance analysis to help Senior Management prepare for monthly management meetings and corporate business reviews
Support Card Services headcount reporting processes

Consumer & Community Bank Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Consumer & Community Bank Finance

Typically a job would require a certain level of education.

Employers hiring for the consumer & community bank finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, MBA, Economics, Finance/Economics, Business, Mathematics, Statistics, Engineering, Graduate

Skills for Consumer & Community Bank Finance

Desired skills for consumer & community bank finance include:

Essbase and PowerPoint
Excel
Experience with SAP and Clarity
Microsoft Word
PowerPoint/PitchPro
P&L
Essbase and SQL
Essbase
Essbase and SAP
P&L and Balance Sheet

Desired experience for consumer & community bank finance includes:

Strong analytical and problem-solving skills, excellent verbal and written communication are must, as this position routinely partners with employees at various levels
Highly disciplined individual, self-motivated, high-quality result focused under tight deadlines with the ability to work independently in a cross functional team environment
Creative thinker with strong analytical and problem solving skills
Provide qualitative and quantitative support for earnings releases (talking points, analyst presentation slides, back-up materials, ) and external investor presentations
Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations
Manage control and governance framework to document procedures, policies and implement pricing changes including targets, loss adjustors, capital

Consumer & Community Bank Finance Examples

1

Consumer & Community Bank Finance Job Description

Job Description Example
Our innovative and growing company is hiring for a consumer & community bank finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for consumer & community bank finance
  • Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business into FRI logic
  • Administer, develop, and maintain Excel based reports and upload templates through intranet software (Dodeca)
  • Raise and monitor all project risks
  • Coordinate operational readiness and stakeholder “go-live” review and sign-off
  • Partner with product management and other business stakeholders to evaluate profitability of ongoing and proposed new investments
  • Manage financial reporting and results communication for Commercial Card sub-product financials
  • Interact with various levels of Field management (i.e., Branch Managers and Market Directors) to help them understand the mechanics of the Branch Scorecard, identify key drivers of their Scorecard performance
  • Candidate will be responsible for the valuation of potential new co-brand partnership opportunities
  • Candidate will conduct financial analysis to support the Ultimate Rewards & Loyalty Solutions team the Strategic Alliance and Digital Wallets team
  • Design and scale post implementation review process to analyze results of business investments and compare against original business case for key learnings
Qualifications for consumer & community bank finance
  • BS degree in relevant technical fields
  • This role requires strong financial modeling and analytical skills
  • Project experience, demonstrated ability to manage to project plan and keep deliverables on track
  • Provide support for quarterly earnings releases and analyst presentations
  • Compile business review presentations for the CEO
  • Perform analysis on financial information and present results to senior management
2

Consumer & Community Bank Finance Job Description

Job Description Example
Our company is looking for a consumer & community bank finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for consumer & community bank finance
  • Liaise between central P&A and Technology / Digital Finance teams to ensure the calendar of deliverables is clear and any ad-hoc requests are handled
  • Collaborate with IT, Project Management, Business Stakeholders and Finance to develop assumptions, thoroughly vet business cases and provide annual budget guidance
  • Collaborate with Sales, Relationship Management and Finance to develop strategies to improve profitability and customer experience
  • Proactively analyze trends, research issues and respond to inquiries to help provide insight and decision support to senior management
  • Work closely with accounting, the MIS team, and other P&A teams
  • Work closely with other LOB P&A teams, CCB P&A team, Business Unit Presidents and CFO teams
  • Partner with Dealer Services staff to create/modify headcount and expense budgets and forecasts
  • Communicate findings and insights to internal teams, including Senior leadership
  • Prepare, troubleshoot and analyze the results of capacity tools on a weekly basis
  • Prepare forecast review documents for each capacity plan and revisions to be distributed to leadership for review and discussion
Qualifications for consumer & community bank finance
  • Analyze and communicate business strategy and results to investors
  • Develop competitor analysis presentations comparing JPMC with industry peers
  • Provide CFO with direct support on various projects
  • Proficiency in data analysis using Python, R or other programming languages/software preferred
  • Technical understanding of data extraction, transformation and load processing preferred
  • Experience in financial valuations
3

Consumer & Community Bank Finance Job Description

Job Description Example
Our growing company is hiring for a consumer & community bank finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for consumer & community bank finance
  • Support Card Finance in executing both the annual/semi-annual business planning forecasts (Budget/MYF), annual/semi-annual stress forecast (CCAR/ICAAP) and the quarterly Risk Appetite stress forecasts
  • Support Card Finance in all Stress forecasting processes including governance, line item mapping, documentation, Risk Control Self Assessments (RCSA’s) and internal audits
  • Develop business allocation rules to create account level results and automated monthly production checks to ensure data integrity
  • Requires a strong understanding of home lending industry and its key business driverse
  • Establish proper sources for information (people, systems, research) and develop approaches for gathering, analyzing and distilling into findings / recommendations
  • Leverage and develop less experienced team members, providing training, coaching and feedback
  • Prepare forecast review documents for each capacity plan revision to be distributed to sales leadership for review and discussion
  • Lead the process for all financial reporting – actuals, budget and forecast – with clear articulation to stakeholders of drivers, variances, risks and opportunities
  • Communicate actual results, budgets and forecasts to the senior leadership team in a concise and actionable manner and provide insights critical to delivering business goals
  • Enhance the current processes and reporting, including working with partner teams on improving data quality, introducing new tools, and rationalizing and streamlining reports
Qualifications for consumer & community bank finance
  • Marketing Forecast Process
  • Experience creating executive level PowerPoint presentations with high degree of visual appeal and concise written commentary
  • Project management skills - Candidate must be organized, have strong attention to detail and able to meet commitments and manage multiple tasks at the same time
  • Problem solving skills / Creative thought process - Candidate must demonstrate the ability to identify key issues, gather data to investigate those issues and develop actionable recommendations
  • Analyze balance transfer offer profitability
  • Maintain and improve the forecast engines used in valuations
4

Consumer & Community Bank Finance Job Description

Job Description Example
Our growing company is hiring for a consumer & community bank finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for consumer & community bank finance
  • Establish and maintain an effective working relationship with Accounting regarding monthly P&L impacts to the Big Data line of business
  • Responsible for loading and validating data in Essbase
  • Analyze financial results, perform Quality Assurance and Quality Control procedures
  • Ensure all control procedures and governance/required documentation are updated and in compliance within the controls framework
  • Support the preparation of internal and external forecast submissions to CCB P&A and the FRB
  • Support the preparation of quarterly regulatory reports (FRY 14Q, Schedules G and M)
  • Build and maintain financial models and forecasts in support of planning and analysis activities
  • Ensure revenue and expense budgets are aligned with business strategy and targets, and track, analyze, and explain variances vs
  • Perform ad hoc strategic projects such as backbook pricing reviews, creation of new pricing models, development / review of business cases
  • Research and analyze performance and trends in the industry, business, and portfolio
Qualifications for consumer & community bank finance
  • SAS and SQL experience required
  • Expert business/technical writing and communications a must with strong speaking/presentation ability
  • A pragmatic problem solver and “out-of-the box” analytical thinker
  • Strong, change, program and project management (expertise in both Agile and Waterfall delivery methods in order to drive change across Governance structures (e.g., PMO, Tools, Reporting and Delivery)
  • Ability to facilitate meetings with subject matter experts (SMEs) and senior management
  • Bachelor’s degree in business, finance, MIS or an applicable discipline preferred
5

Consumer & Community Bank Finance Job Description

Job Description Example
Our growing company is looking to fill the role of consumer & community bank finance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for consumer & community bank finance
  • Build and foster strong partnerships across teams to execute core and ad-hoc responsibilities
  • Partner with the business to develop key performance metrics tied to our self-service transformation and effectively communicate the savings linked to these efforts
  • Enhance Digital sponsored business case process to facilitate quarterly post-mortem reviews to confirm assumptions and track results against the pre-defined KPIs
  • Support the evaluation of feature / function deployment to measure digital productivity
  • Support investor day, earnings, through inquiries and analysis of various digital products and metrics
  • Work with key partners and stakeholder to enhance existing financial processes and analytic models to support digital business
  • Active participation in structuring of Head of Digital Weekly Staff Meetings, Town Halls, Off-sites and executive communications
  • Work with key partners and stakeholders to enhance existing financial processes and financial models to support the Big Data line of business
  • Review product allocation models/rules and examine incoming / outgoing Tech allocations
  • Using Plan 365 to establish budget and source data
Qualifications for consumer & community bank finance
  • Fluent in Microsoft Office applications (especially Excel and PowerPoint)
  • Ownership of ad-hoc analysis and evaluation of proposals impacting Servicing profitability
  • Bachelor’s degree in Finance, Economics or Accounting (or related discipline)
  • VBA/macro skills are a plus
  • Advanced degree helpful, but not required
  • 2 years of related financial analytical experience preferred

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