Consumer & Community Banking Finance Job Description

Consumer & Community Banking Finance Job Description

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Consumer & community banking finance provides monthly and ad-hoc financial reporting and analysis for Global TSCs using Business Objects, HFM/Essbase, and Excel.

Consumer & Community Banking Finance Duties & Responsibilities

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

Sample responsibilities for this position include:

Act as owner for CCB CCAR/Stress Testing process
Provide timely updates and escalate material issues across CCB
Interface and coordinate across teams from Consumer & Community Banking
Prepare the necessary general ledger entries to post the transaction ongoing amortization of the deferred fees
Ability to analyze changes with potential impacts and provide feedback possible solutions to any issues
Manage all phases of the project life cycle starting with initiation and demand management protocol and development of a high level project plan
Analysis and reporting of loan loss reserves, modified loans, purchased credit-impaired loans
Analyst will be introduced to various process automation projects with Management Information System (MIS) counterparts
Analyze expense and headcount variances versus Budget and identify Risk & Opportunity position
Provide in-depth analysis and business intelligence in total recoverable based

Consumer & Community Banking Finance Qualifications

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

Licensing or Certifications for Consumer & Community Banking Finance

List any licenses or certifications required by the position: CIA, CPA, MS, MCSE, ITP, TS

Education for Consumer & Community Banking Finance

Typically a job would require a certain level of education.

Employers hiring for the consumer & community banking 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, Economics, Business, Finance/Economics, MBA, Management, Business/Management, Computer Science, Statistics

Skills for Consumer & Community Banking Finance

Desired skills for consumer & community banking finance include:

Excel
Hyperion Essbase and Business Objects/Brio highly desired
Essbase and PowerPoint
Retail Banking Financial Systems
Add value
Automate
Essbase would be an added advantage
Excel and PowerPoint
Financials and financial metrics to build effective solutions that simplify
General office procedures

Desired experience for consumer & community banking finance includes:

Periodic reporting – MBRs, EMRs, daily/weekly reporting and other ad hoc reporting as required
Review monthly forecast and provide variance analysis and summary
Experience or knowledge of mid-year and budget processes
Document and provide presentation materials for business and finance stakeholders
Assist and/or manage projects as requested/needed
BBA Finance/Economics/Accounting

Consumer & Community Banking Finance Examples

1

Consumer & Community Banking Finance Job Description

Job Description Example
Our company is growing rapidly and is hiring for a consumer & community banking finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for consumer & community banking finance
  • Interface and coordinate across teams from Card, Mortgage, Business Banking, Consumer, and Auto/Student
  • Deliver timely and accurate financial reporting which provides clear explanations of results, variances, and business drivers
  • Provide integral support for executive reporting and senior management presentations including Key Leading Indicator, unit cost and metric analysis
  • Coordinate Budget, Forecast and Month-end close process for entire Operations Finance team
  • Forecasting/budgeting/month-end close for various Operations Support groups
  • Establish and develop business relationships with stakeholders
  • Creation of the annual budget for direct expense, indirect expense, and headcount
  • Revision of current financial processes and tools
  • Financial forecasting and research/analysis of trends and drivers
  • Monitor and report on month end results for OPT
Qualifications for consumer & community banking finance
  • Bachelor's degree in business, finance, or an applicable discipline
  • Working knowledge of MS Office and PowerPoint required
  • Should be organized, team-oriented, and flexible
  • Strong sense of ownership expected
  • Displays leadership potential by being actively involved in the work prioritization and development initiatives of two technology teams, managing website content and development
  • Bachelor’s degree in business, finance, MIS or an applicable discipline
2

Consumer & Community Banking Finance Job Description

Job Description Example
Our growing company is hiring for a consumer & community banking 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 banking finance
  • Model and bill OPT production costs to customer LOBs
  • Frequent ad-hoc requests
  • Governance, oversight and project management of various control programs across CCB Finance
  • Drive ad-hoc analytics to support a range of projects and requests from management
  • Manage all aspects of the Credit Card Resolution process, includes coordinating with CCB Resolution team other Card Resolution plan owners, managing timelines and planning resources appropriately
  • Provide management with support for a complex reporting process to ensure complete, accurate and timely reporting of the Resolution Planning and Recovery Planning documentation for the Credit Card line of business and in-scope critical operations
  • Prepare Management and/or Board of Directors presentations to facilitate review of the Credit Card Resolution and Recovery Plans
  • Ensure results are in compliance with Resolution reporting requirements and proper governance framework
  • Ad hoc analysis of the business and business drivers
  • Partner with F&BM Leads to drive consistent business management practices, development of KPI’s, setting logical key performance measures and reporting driving towards continuous improvement in accuracy and control
Qualifications for consumer & community banking finance
  • The candidate must be an experienced professional who possesses strong communication skills, auditing skills, and a strong understanding of internal control systems within a financial institution
  • 10+ years of experience within Financial Services with progressively increasing responsibilities
  • Must demonstrate a strong attention to detail with excellent analytical, problem solving and organization skills
  • Bachelor's degree with a minimum of 5 years of related work experience (preferably in technology)
  • Partner with other members of the team to build out reporting which will be used in presentations for all levels of management with clear, concise, and easy to understand graphics that outlines the data for various levels of management
  • Bachelor’s degree (or equivalent experience) in Finance, Economics, Statistics, Math, Business Administration, Computer Science, or related discipline preferred
3

Consumer & Community Banking Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of consumer & community banking 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 banking finance
  • Support the quarterly business case and investment review committee (IRC) processes to assess the IT book of work
  • Assist in the Chase Location Strategy (CLS) process
  • Support Operations IT resource planning working with F&BM Leads to establish best practices and support the strategic agenda for recruiting and workforce management
  • Primarily responsible to set up the technology tools governance framework for the newly formed Data & Analytics group
  • Hold biweekly meeting with Sr management and technology partners to review the tools usage, identify risks and issues, and demand management
  • Build and own the technology efficiency roadmap for Data & Analytics
  • Effectively partner with the technology, marketing, digital, intelligent solutions and other business teams to integrate respective roadmaps and identify synergies
  • Build and manage the technology tools inventory in partnership with data management technology
  • Identify efficiencies across various technology tools through demand management
  • Partner with technology, business and sourcing teams to execute on efficiency strategies identified and realize savings to the bottom-line
Qualifications for consumer & community banking finance
  • Strong personal management and organizational skills
  • Project experience required, understanding and experience with the system project life cycle
  • Communication & Team Player - Share information, concepts and opinions with others that results in clear understanding and desired outcome
  • Must have professional experience working in a Project Manager or Demand Management role
  • Must be able to lead and facilitate meetings with multiple teams
  • Must be able to communicate well with executive leadership and cross LOB resources
4

Consumer & Community Banking Finance Job Description

Job Description Example
Our company is looking to fill the role of consumer & community banking finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for consumer & community banking finance
  • Supports development of tangible artifacts (e.g., internal playbooks, presentations, whitepapers) to articulate simply how the new operating model will work
  • Collaborates on the design and build-out of a new ecosystem of technology tools (e.g., workflows, dashboards) that will support the new model
  • Coordinates with Corporate Technology, Corporate Finance and other internal partners to ensure sharing of ideas, best practices and resources from around JPMC
  • Contributes to Finance team’s efforts to adopt emerging technology, including dashboards / visualization, robotic process automation (RPA) and data ecosystem development
  • Identify opportunities to use data queries in business systems to analyze compliance with applicable laws and regulations
  • Develop and execute data queries, iterating as needed, to extract and validate data for analysis in partnership with Auto Compliance teammates
  • Drive all aspects of the software development lifecycle (plan, build, operate) to develop and maintain queries
  • Develop and maintain subject matter expertise on Auto operating systems and data in a manner suitable for sharing with Compliance teammates
  • Progressively enhance compliance oversight by developing new techniques, including, as applicable, statistical data analysis, automation, robotics, and machine learning
  • Learn about the Auto business and applicable laws, rules, and regulations and provide compliance risk management advice to the Auto business
Qualifications for consumer & community banking finance
  • Team player who can work across numerous teams, and deal with demands of senior management
  • Master’s degree in finance, economics, statistics or other quantitative fields
  • Minimum of a bachelor’s degree, preferably in accounting and/or finance, or master’s in business administration
  • Relevant product and/or control experience, with specific knowledge of HFI loan and funding related topics preferred
  • Strong understanding of financial reporting and forecasting/planning principles preferred
  • Bachelor’s degree in Finance or Accounting (other business disciplines will be considered)
5

Consumer & Community Banking Finance Job Description

Job Description Example
Our innovative and growing company is looking for a consumer & community banking 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 banking finance
  • Management of key Executive Report operations
  • Coordination and on-going management of quarterly “Location Strategy” submission
  • Involvement in Total Cost of Ownership analysis
  • Preparation of management presentations and reports for finance, business, and technology leadership
  • Financial use of Clarity
  • Proactively responding to inquiries and research issues
  • Participate in ad hoc projects and requests as needed
  • Support and manage Business-LOB focused BI reporting and dashboards on the portal
  • Query data and merge information from diverse data sources to create rich datasets that enable better decision-making
  • Support on-going development of marketing analytics platform by partnering with business to identify needs, define new data sets, technical testing and launch support including training of new users
Qualifications for consumer & community banking finance
  • 7+ years Financial Analysis or project management experience
  • Advanced analytics on customer behavior that can help drive the business develop models to justify business actions
  • 15+ years Reporting/Financial Analysis/Forecast experience
  • Experience in analysis of monthly financial performance (including accounting entries, accruals)
  • Bachelor’s degree in Finance or Accounting is required (CPA/MBA preferred)
  • 7+ years Financial Controller experience

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