CIB Finance & Business Management Resume Samples
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CIB Finance & Business Management Resume Samples
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BS
B Stroman
Branson
Stroman
7409 Arely Landing
Houston
TX
+1 (555) 775 3837
7409 Arely Landing
Houston
TX
Phone
p
+1 (555) 775 3837
Experience
Experience
Phoenix, AZ
CIB Finance & Business Management
Phoenix, AZ
Miller, Bechtelar and Abernathy
Phoenix, AZ
CIB Finance & Business Management
- Work with Project Manager to identify and manage project risks
- Working closely with Business managers in Asia and North America, and Business managers in Country, Industry and Product
- Create and manage meeting related materials such as agendas, minutes, and action item tracking
- Opportunity to manage and mentor intern / management trainee
- Establish and build strong working relationships with key stakeholders in multiple functions and Compliance organizations
- Independently partner with business managers to develop LOB aligned presentations and business reviews
- Create working group communication materials for a variety of audiences
Detroit, MI
Cib-finance & Business Management
Detroit, MI
Sporer, Conroy and Harris
Detroit, MI
Cib-finance & Business Management
- Identification, development, and driving implementation of process improvement initiatives and automation projects in assigned workstreams
- Assist with ad hoc requests across the CIB Program Management organization
- Provide support to manage timelines, tracking action items and other project related materials
- Partnership with assistants across the group to provide coverage for absence
- Follow established job tracking and completion process utilizing GCFO’s Workflow Exchange (WX) tool
- Partnership with assistants across the CIB group to provide coverage for absence where necessary
- Assist the Operation’s Business Units to identify possible solutions to the issues/problems identified
present
San Francisco, CA
CIB Finance & Business Management Treasury Services Business Manager
San Francisco, CA
Bailey, Bode and Mante
present
San Francisco, CA
CIB Finance & Business Management Treasury Services Business Manager
present
- Develop and maintain comprehensive controls to ensure processes are being executed as designed and track performance on an ongoing basis
- Work with business to drive and create new strategic initiatives: product as well as location strategies
- Proactively engage with business and support partners to provide strategic analyses and reporting to facilitate business progression
- Preparation of periodic and ad-hoc business performance presentations / reviews
- Build effective relationships and work closely with F&BM colleagues across Banking
- Help communicate the business strategy, performance and priorities within the region and globally, as well as across LOBs
- Provide global liaison to align objectives and initiatives and communicate / present to global partners
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Loyola University Chicago
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to manage the priorities, deliverables and professional development of a global team
- Accuracy, attention to detail and ability to proof own work
- Excellent problem solving skills, sharp analytical skills, with an eye for detail but focused on the ‘big picture’
- Strong level of expertise in the full range of finance functions with some business product knowledge
- Strong attention to detail
- Strong communication and analytical skills, being able to communicate to senior front office resources at all levels
- Strong knowledge / project management skills e.g. Project Life cycle, project governance, project control, best practices
- Strong orientation to detail, analysis and problem solving skills
- Strong analytical skills and the ability to think strategically
- Strong focus on controls and the ability to multi-task
15 CIB Finance & Business Management resume templates
Read our complete resume writing guides
1
Cib-finance & Business Management Resume Examples & Samples
- Review of daily / weekly CVA & FVA Market Sensitivities and validation with the desk
- Daily review of Credit and Funding Risk
- Daily risk review of both CVA & FVA and the hedges risk moves. Resolving issues to ensure accuracy of Risk Reports signed off by traders
- Own follow up with technology and QR to resolve issues with CVA and FVA risk
- Investigation of Predict vs. Actual Market Residuals with the P&L team
- Involvement in the agenda in streamlining the straight through processing of risk into the risk aggregator
- Proactively identifying opportunities to improve the risk reporting and the overall control environment
- Experience of derivatives – either from P&L and Risk (Product Control) or trade support
- Diligent with high attention to detail
- Technical, analytical and quantitative aptitude
- Ability to build and influence partnerships with the desk, technology and QR
- Team player who is able to ensure risk implications are understood with broader PC team
- Demonstrated track record of process improvement and improving controls in previous roles
2
CIB Finance & Business Management Resume Examples & Samples
- Ability to build partnerships and influence senior managers across multiple lines of business
- Creativity in delivering solutions to business issues and problems
- Demonstrated leadership, end to end ownership, and the ability to manage in a matrix type organization
- Strong analytical skills and the ability to think strategically
- The ability to identify and manage interdependencies
- A minimum of three years experience, ideally in business or project management
- Bachelor’s degree (or equivalent experience)
- Ability to juggle multiple priorities in a constantly changing environment
3
Cib-finance & Business Management Resume Examples & Samples
- Extensive Diary Management
- Communication - Building relationships/interacting regularly with internal and external stakeholders
- Finalizing travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation
- Preparing travel itineraries
- Become integral part of business unit, understand group priorities
- Management of expense processing through Oracle, reimbursement and account reconciliations
- Phone coverage for main stakeholder
- Partnership with assistants across the group to provide coverage for absence
- Producing GAT reports/consecutive leave reporting
- Powerpoint /Excel skills
- Maintaining Organisation Charts
- Full competency in diary management, can apply good judgment and has a firm understanding of competing priorities
- Experience of effectively arranging travel, production of accurate itineraries and able to effectively navigate systems and apply good judgment
- Can demonstrate pro-activity and ownership within a role
- Polished, professional approach, calm and composed manner, ability to work in pressured environment and partner effectively with peers
- Exhibits a positive, common sense, constructive attitude, flexible, willing and open to change
- Displays a high level of attention to detail and delivers high quality results
- Can quickly grasp the political landscape and key people within the organization
- Has potential to act as a role model to their peers e.g. lead by example
4
CIB Finance & Business Management Resume Examples & Samples
- Approval of accounting entries
- Monthly attestation of entities
- Substantiation of certain accounts
- Coordination with product controllers
- Keep track of assigned business results for booking accuracy and currency hedge by closely working with product controllers
- Preparation of monthly monitoring reports
- Preparation of JGAAP vs USGAAP entries
- FIEL and company law based financials
- New product approval for assigned products
- Cross tasks
- Strong JGAAP and/or US GAAP knowledge preferred
- Basic understanding of financial products (shorting, margin trade, security borrowing/lending, options, swap, forwards, futures, etc). Not a mandate but preferred
- Securities company knowledge preferred (not a must)
- Regulatory reporting knowledge preferred (not a must)
- Basic level English is a must
- Minimum of 4 years of accounting or finance experience
- 4 year college degree is a must
- CFA or FRM, J-CPA is a plus
5
Cib-finance & Business Management Resume Examples & Samples
- Perform daily, weekly, monthly, quarterly, or ad hoc data gathering, consolidation, analysis and reporting utilizing various data sources and global applications. The production of accurate and time sensitive reports will provide actionable data that will assist BO LOB Managers in the planning and management of personnel and technology resources
- Assist the Operation’s Business Units to identify possible solutions to the issues/problems identified
- Interfacing with various points of contact from the assigned LOBs to address any day-to-day requirements and issues that may arise
- Develop, test and implement daily, weekly, monthly and ad hoc reports that enable data driven business decisions
- Communicate and present analytical findings to the management team
- Engage with metric owners from each business unit to identify key causes behind data trends/irregularities. Take ownership of problems; clarifies issues/objections; appropriately escalates issues for assistance
- Identification, development, and driving implementation of process improvement initiatives and automation projects in assigned workstreams
- Candidate must hold a Bachelor’s degree (preferably a degree in business, finance, or information management)
- 1 to 3 years scorecard/metrics, MIS / Business Intelligence reporting or similar quantitative work experience
- Ability to work night shift schedules and should show flexibility to be assigned to other shifts or work on holidays as needed / extend working hours on high volume days, if required
- Excellent verbal and written English communication skills with an emphasis on banking terminology
- Advanced technical skills on desktop tools (i.e., Microsoft Access/Excel/Power Point --- examples: Excel advanced commands & functionalities, pivot tables, report automation via macros, conditional functions) and other applications (i.e., PeopleSoft, WEBI, DataMart, Business Objects, Crystal Reports)
- Thorough knowledge and experience in Visual Basic or VBA will be a strong advantage
- Demonstrates initiative, is responsive, communicative, and inquisitive. Strong process-oriented problem solving and analytical skills while keeping attention to detail
- Results oriented. Able to deliver timely, accurate, thorough, and high quality of work
- Banking or any Treasury Services related experience a plus +
6
Cib-finance & Business Management Resume Examples & Samples
- Responsible for administrative duties, such as coordination of administrative/departmental procedure, analysis/distribution/collection of information
- Handle confidential documents, data and sensitive personnel information
- Schedule appointments and management of calendars
- Room booking, arranging teleconference and video facilities as required
- General office administration including in filing, maintaining record retention
- Answer telephone calls in a professional manner and record telephone messages accurately
- Handle travel and lodging arrangements
- Order office supplies and stationery
- Expense administration such as invoices handling, and payment arrangements
- Other ad-hoc duties that arise on day to day basis
- 3-5 years of secretarial experience and with substantial experience in performing administrative assistance preferably in the financial services sector
- Attention to detail, excellent organizational skills, good prioritization skills, discretion with confidential information, good interpersonal skills
- Versatile and dynamic to support a team
- Conscientious, confident, analytical and highly motivated
- Able to work independently with limited supervision
- Computer literate and knowledge of Microsoft office (Microsoft Word, Powerpoint, Excel, Outlook) and other common computer application
- Good typing capability in both Japanese and English
- Professional verbal and written communication skills in English and Japanese
- Ability to prepare internal/external correspondences independently
- Have ambition to be trained up to perform simple tasks independently that are beyond mere administrative and secretarial support
7
Cib-finance & Business Management Resume Examples & Samples
- Working hours during the training period is 12:00- 21:00, Mon. to Fri. (approx. 4 months)
- Majority of work is on client pitchbooks uses MS PowerPoint, and candidate needs a high level proofreading skill with accuracy and attention to detail
- Excellent verbal/written communication skills in both Japanese and English
- Typing speed – minimum 120touch/min. both for Japanese and English
- General administration or other duties as required
8
Cib Finance & Business Management Banking & Risk Cfo Presentation Operator Tokyo Resume Examples & Samples
- Technical capabilities in: PowerPoint, Excel and Word, PDF are essential, a knowledge and strength in charting and tables, and work with excel formulas is essential
- Ability to work in a offshore environment and interact daily with our offshore colleagues in India and globally
- Committed in approach and flexible attitude towards working hours/date
9
CIB Finance & Business Management Resume Examples & Samples
- 1-RWA, Capital, Funding and Balance Sheet Usage
- 2-Product Knowledge and daily PnL reporting
- 3-Good understanding of Risk
- Production and oversight of daily PnL and Risk reports, with relevant understanding of the drivers
- Prepare, verify accuracy, and perform variance analysis for monthly and quarterly regulatory reporting disclosures
- Constant focus on operating efficiently and improving processes while maintaining a strong control environment
- Participate and Drive in several on-going and ad-hoc projects
- Be the Business go person for any Financial information
- Develop and maintain key relationships with senior managers in Front Office, Business Management and Support functions
- Be comfortable liaising with business and risk managers and exerting influence over these partners when necessary to further the control agenda
- Demonstrate a strong understanding of the end to end control environment
- Understand the regulatory, credit, market risk, tax and accounting issues as they relate to the product or legal entities the business transacts within
- Bachelor's degree in Finance, Accounting, or Business
- CA, CPA Qualified - desirable
- Minimum 5 years of experience in similar role
- Deep understanding of principles of P&L and Risk management for derivatives
10
CIB Finance & Business Management Resume Examples & Samples
- Coordination with product controllers/middle office and operations
- Basel III monitoring (regulatory capital, leverage ratio and LCR.)
- New product assessment for Basel III
- Strong academic background preferred
- CFA or FRM is a plus
11
CIB Finance & Business Management Resume Examples & Samples
- Native Japanese is essential
- Business level English is required
- BA dgree
12
CIB Finance & Business Management Resume Examples & Samples
- Create and manage meeting related materials such as agendas, minutes, and action item tracking
- Manage project related issues, risks, dependencies, and action items
- Create working group communication materials for a variety of audiences
- Partner across various lines of business to understand specifics of data quality issues
- Bachelor degree required
- 1-3 years previous experience within a financial institution in a business analyst, project manager, or financial control analyst role is preferred
13
CIB Finance & Business Management Resume Examples & Samples
- Strong JGAAP and/or US GAAP knowledge is a must
- Basic understanding of IB products (shorting, margin trade, security borrowing/lending, options, swap, forwards, futures, etc). Not a mandate but preferred
- Must have strong academic background
14
Cib-finance & Business Management Resume Examples & Samples
- Accurately complete all assigned jobs within the allocated timeframe and in line with specified formatting and layout standards
- Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance as directed (phone the banker, Front Desk, etc)
- Using this knowledge, develop understanding of common banker requirements in order to continuously improve service provision and quality
- Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence
- Follow established job tracking and completion process utilizing GCFO’s Workflow Exchange (WX) tool
- Understand JPMorgan performance process, including the core values against which all staff are rated. Take ownership of your performance and seek to excel in these areas wherever possible
- Buddy new Presentation Specialists as required
- Expert in MS Office and certification in typing is essential
- At least two years experience in desktop publishing or word processing in a corporate environment
- Adaptability/flexibility
- Ownership and initiative
- Accuracy, attention to detail and ability to proof own work
15
CIB Finance & Business Management Resume Examples & Samples
- Overall support of the Delaware Finance teams
- Analyze seating impacts due to demand; and evaluate of all seating opportunities
- Managing Technology inventory to ensure existing assets are upgraded, tracking and deployment of new equipment and order new items as needed
- Manage floor distributions
- Process application request needed for access via internal systems such as EURC’s, IBID’s and GRC
- Responsible for the end to end lifecycle of new hire onboarding which extends over the point of offer to start date. We also provide Day 1 support to ensure sure all new hires have everything they need for there 1st day as well as maintaining current and future access
- Demonstrate a strong Technology background by differentiating computer parts and answering all technical questions in a timely manner provides a quicker resolution
- Able to hookup and move PC equipment
- Work as a team member as well as independently
16
CIB Finance & Business Management Resume Examples & Samples
- Provide business and data analysis to large, cross line of business initiatives; analyzing and documenting key business discussions and requirements, managing timelines, risks, issues, and dependencies tracking action items and other project related materials
- Defining project scope, stakeholders, risks and issues
- Defining project plan for a small project or a workstream of a large project
- Quality executing against a project plan
- Identifying and managing project risks, issues and dependencies
- Manage communication of status updates to stakeholders and Senior Management (CFOs, Business Managers, Controllers, Operations, etc.) through presentations and reports used in different forums (CIB Programs Steering Committee, CIB F&BM Steering Committee, etc.)
- Build and maintain working relationships with stakeholders in the different businesses our team supports (e.g., Investor Services, Treasury Services) and functions (e.g., Finance, Operations, Risk, etc.)
- Development/review o f detailed operating model from a business and process perspective
- Partner with stakeholders, providing guidance and analysis, helping identify and escalate issues/risks/dependencies and facilitating communication across teams
- Partner with technology to ensure the design and build requirements meet business needs
- Coordinate working group meetings, setting the agenda, preparing meeting materials, documenting minutes and ensuring clear ownership of action items
- Develop test strategy, coordinate, plan and oversee the execution of testing across all lines of business
- Actively pursue the resolution of business issues identified during testing
- Work with Project Manager to identify and manage project risks
- Ensure all Project documentation are updated in project repository
- Knowledge of Corporate and Investment Bank businesses and high-level transaction flow would be an advantage
- Knowledge of CIB products’ financial accounting would be beneficial
- Knowledge of program and project management reporting tools a plus
- 3-5 years previous Project Management or Process Improvement experience with a financial institution preferred
- Previous experience supporting large projects or leading smaller end to end project
- Excellent working knowledge of MS Excel (pivot tables, v-lookups, etc.) and PowerPoint, and Microsoft Project desirable
17
CIB Finance & Business Management Resume Examples & Samples
- Manage the controllers team/ Contribute to the team as a team member
- Monitoring and understanding of the Business Balance Sheet and work with managers to optimize it
- Drive the Business capital agenda, providing insights and analytical analysis
- Strong understanding of Capital allocation, RWA and Balance Sheet
18
CIB Finance & Business Management Resume Examples & Samples
- Good knowledge and understanding of PRA/ FCA, BoE and/ or COREP reporting requirements essential
- Good working knowledge of PRA/ FCA Regulatory Rules for Investment firms and Banks (CRR text)
- A detailed understanding of the End to End Project Life Cycle including documentation, testing and implementation
- Accounting background (beneficial but not essential)
- Knowledge of Axiom, is desirable
- Experience working on Business Requirements and Functional Specification documents for PRA/ FCA Regulatory Capital and Bank of England calculations and reporting
- Good understanding of the Project Lifecycle
- Good knowledge of UK Regulatory PRA/ FCA & BoE
19
CIB Finance & Business Management Resume Examples & Samples
- Support the CIB Financial Control Workstream Lead on the London Ledger migration to SAP, on behalf of FC; coordinating across all CIB LOBs
- Assist in the defining business requirements
- Identify current and future state operating models
- Perform gap analysis
- Identify risks and issues
- Liaison with CIB & Corporate PMO and LOB stakeholders
- Basic understanding of Merit ledger and associated functionality (nice to have)
- Comfortable liaising with various product aligned businesses and across other corporate financial and accounting groups
- Ability to understand business drivers and requirements
- Strong analytical skills: Ability to quickly understand workings of a complex processing system across the infrastructure and their interrelationships and dependencies
- Bachelor’s degree in Accounting, Finance, or Business; with 3-5years of work experience
20
CIB Finance & Business Management Resume Examples & Samples
- Travel & Entertainment Expense Processing
- Provide support for the processing of expenses in the firm’s Travel & Expense systems
- Review and confirm that expenses are processed in accordance with the firm’s Travel & Expense policies and update the Travel & Expense system, as appropriate
- Respond to queries from employees relating to policy and process for global common policies and process and conduct appropriate trainings to employees
- Key Performance Indicator reporting and production of exception reporting
- Invoice processing - Based on instructions from the Service Recipient
- Invoice processing – Processing of invoices from vendors for services / goods utilized by employees. However, final Approval will be determined by the Service Recipient’s officers
- Input relevant account information into JPM invoice processing systems and review and confirm that the expenses are processed in accordance with JPM invoice policies globally
- Vendor Maintenance – Setting up of new vendors, and maintenance of existing vendors in accounting applications
- Partner with Corporate Accounts Payable in the execution of the above duties
- MIS reports
- Provide MIS reporting on T&E (e.g. exception logs), invoicing
21
CIB Finance & Business Management Associate Unit Costing Analyst Based Bournemouth Resume Examples & Samples
- Create and maintain unit cost models based on close partnership with Product, Operations and Technology areas across the globe
- Promote deeper understanding of the business by producing thoughtful and rigorous performance analysis through unit costing / unit rates
- Present qualitative/quantitative costing analysis, finding and recommendations to senior management
- Ensure flexible and consistent unit costing approach and methodology within the unit costing group
- Participate in Governance working groups across Operations, Technology, Finance and Business Partners
- Ensure Product / Pricing activities are in place to effectively manage end to end processes
- Serve as point of contact for various ad-hoc requests across Transaction Services products for unit costing inquiries
- Treasury Services/Core Cash product knowledge is a must
- Prior experience with unit costing is a must
- Qualified accountant (ACA, ACCA, CIMA or equivalent)
- Advanced financial and data analysis capabilities, with ability to develop and pursue business insights and hypotheses
- Self starter; proven execution skills; ability to establish and meet deadlines; effective organizational skills; ability to balance strategic and tactical perspectives
- Ability to work in a fast-paced environment and handle multiple projects at the same time
- Minimum BA/BS in Finance, Economics, Accounting or related field
22
CIB Finance & Business Management Resume Examples & Samples
- Understanding the key functions & responsibilities of the various groups involved within every stage of the trade life cycle, namely the front, middle & back office groups. A good understanding of the functions of Risk management systems, settlement & accounting engines is an integral part of the job. In depth understanding & navigation through trader, settlement & accounting systems & platforms
- Ensuring basic data integrity & sanctity of the general ledgers which are the official books & records of the Bank
- Design & adherence to stringent controls across all the processes. Involves continuous process reviews, audits, robust documentation of procedures, controls & key metrics. Regular review sessions / governance calls & exposure reviews of key metrics with all the stakeholders
- Other monthend controls including but not limited to Valuation reserves, Income Attribution, GL Account ownership & sign-off
- End to end ownership of a desk or more including pnl, balance sheet
- Pnl generation and trader sign-off
- Manage stakeholders related to trading desk, i.e. Front office, BM, LEC & OPS
- Involvement in new product approvals, RWA analysis on non-standard trades, discussions around booking model etc
23
CIB Finance & Business Management Resume Examples & Samples
- Responsible for the legal entity control functions for the bank entity
- Ensure compliance with the Corporate Accounting and Control policies
- Ensure timely and accurate local regulatory reporting
- Ensure timely and accurate Head office reporting
- Ensure timely completion of annual accounts and audits
- Responsible for compliance with Firm's General Ledger Reconciliation and Substantiation (GLRS) policies
- Maintain high level of internal control standards
- Keep abreast with the recent regulatory and accounting developments / changes and analyze impact and ensure compliance of these changes
- Post-qualification accounting experience of 3 to 5 years in a public accounting firm
- Good knowledge of International Financial Reporting Standards and US GAAP
- Broad understanding of local regulations pertaining to banking industry
- Broad understanding of banking products
- Possess strong communication, inter-personal and organizational skills
- Good computer skills - strong in MS Excel and MS Word
- Analytical mind and a self-starter
- Be able to handle complex tasks independently
- Knowledge of MS Office, especially Excel and macros may be preferred
- Project experience may be preferred
- Degree in Accounting or Professional qualification eg ACCA
24
Cib-finance & Business Management Resume Examples & Samples
- Complex, high volume email management (where applicable)
- Shared phone coverage for a busy group, involving significant interaction with clients and senior members of the firm
- Meeting, conference calls, telepresence set up - internally and externally
- Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics following a Corporate Policy. Manage a multitude of frequent changes at short notice and prepare travel itineraries
- Management of expense processing through Oracle, reimbursement, personal amounts owing and account reconciliations
- General administration duties (Room bookings, filing, photocopying, faxing)
- Professional client handling and relationship building with all client, Bankers and cover groups
- Full competency in diary management, can apply good judgment and has an understanding of competing priorities
- Exhibits a positive, common sense, constructive attitude to drive bankers schedule and help manage time effectively
- Can follow up without prompting and keep 1 step ahead of arrangement and requirements, displays good use of initiative and follow through to completion
- Has a high level of attention to detail and delivers high quality results
- Has an understanding of the culture of Investment Banking and the Corporate Bank
- Is driven and can manage expectations through communicating proactively and often across different hierarchies
25
Cib-finance & Business Management Resume Examples & Samples
- Ensuring the integrity of the financial results of the legal entity in the location whilst ensuring business booking in the legal entity complies with the applicable regulatory requirements
- Perform detailed analysis of the balance sheet and P&L variances
- Production of required local entity financial and management information
- Provide analysis of Legal Entity results to the local Senior Management Team
- Ensure adequate operating control environment maintained
- Monitoring of control process around financial information reporting & the provision of timely and accurate reporting material
- Assisting with the production of local regulatory returns, Quarterly and annual audits and Statutory Financial reporting
- Provide local entity financial projections as required
- Ensure quick response to any queries raised by corporate reporting, regulatory groups and other key stakeholder groups in relation to legal entity
- Work with project teams to deliver local finance execution on business initiatives
- Professional Accountancy Qualification (newly Qualified) preferred or relevant academic education
- Inquisitive nature with an eagerness to investigate and fully understand products, processes and issues
- Excel literacy essential
- Ability to carry out complex tasks under time pressure
- Manages own time effectively. Can prioritize own work effectively
26
CIB Finance & Business Management Resume Examples & Samples
- Own key deliverables for Month and Quarter end Reporting. Develop good P&L and Balance Sheet variance analysis and manage reporting deadlines
- Assessment and analysis of risk controls
- Assisting with Business Control agenda recording and reporting
- Basic understanding of accrual accounting, forecasting and management reporting
- Comfort liaising with business and managers
- Ability to build and maintain partnerships across other corporate financial, treasury, and accounting groups
- Bachelor’s degree in Accounting / Finance preferred
- Superior analytical abilities
- Frequent travel to NY required to start; intermittent thereafter
- Outstanding technical skills/ Strong knowledge of Excel
- Should be able to multitask and ready to deliver under challenging environment
27
CIB Finance & Business Management Resume Examples & Samples
- Provide business and data analysis to large, cross line of business initiatives; analyzing and documenting key business discussions and requirements, managing timelines, tracking action items and other project related materials
- Manage communication of status updates to stakeholders through presentations and reports used in different forums
- Participate in execution of testing and planning
- Assist with ad hoc requests across the CIB Program Management organization
- Bachelors Degree required, Masters is an advantage
- Working knowledge of MS Excel (pivot tables, v-lookups, etc.) and PowerPoint, and Microsoft Project
- 1 - 3 years business process project experience is a plus
- Strong analytical, data management and problem solving skills
- Attention to detail and ability to work independently
- Accounting skills/experience a plus
- Ability to articulate complex issues concisely and communicate effectively and comfortably with senior managers
- Prior business analyst and testing experience on projects would be an advantage
- Knowledge of Investment Bank businesses and high-level transaction flow is a plus
28
CIB Finance & Business Management Resume Examples & Samples
- Responsible for the legal entity control functions for the Securities entity with capital markets services licence (“CMSL”)
- Accounting degree with min 3 years of audit experience preferred
- Broad understanding of local regulations on risk-based capital
- Good computer skills - strong in MS Excel macros and powerpoint
- Meticulous and good with numbers
- Works well individually and in teams
29
CIB Finance & Business Management Resume Examples & Samples
- Daily Risk reports generation, reporting to desk traders & Market Risk infrastructure. Performing validation, analysis and explanation on daily risk
- Reconciling the risk parameters from VAR feeds from risk management systems, risk downstream system and trader signoff to ensure accuracy and completeness of the figures
- Performing Clean P&L to VAR monitoring and provide commentaries on excessions
- End to end ownership of a desk or more including pnl, risk & balance sheet
- Pnl & Risk generation and trader sign-off
- Monthend controls including but not limited to Valuation reserves, Income Attribution, GL Account ownership & sign-off
30
CIB Finance & Business Management Resume Examples & Samples
- Develop knowledge Prime Services and apply knowledge to creating business reviews and ad hoc reports
- Develop a thoughtful annual plan for the business which incorporates strategic initiatives
- Results-oriented with capacity and desire to work both at a strategic and detailed analysis level
- Ability to work in pressure-oriented environment and able to handle multiple tasks
- Understanding of Prime Services products and services
31
CIB Finance & Business Management Resume Examples & Samples
- Represent the team and lead efforts around strategic initiatives, which may include transitioning to central data sources and implementation of automated external reporting tools
- Analyze monthly and quarterly balance sheet and risk weighted assets (RWA) for Markets
- Review and explain trends for senior management
- Partner with LOB and Corporate groups to implement new disclosure & capital requirements and manage changes to existing requirements
- Partner with LOB and Corporate groups to improve efficiency, controls, and consistency of reporting processes
- Provide ad hoc support for business level optimization as needed
- Coordinate with internal/external independent reviewers and assist with remediation efforts
- Experience in a control function
- Positive can-do attitude looking to add value across the breadth of the business
- Accounting and regulatory reporting knowledge
- Team player, able to work well with teams and across a wide variety of functions
- Knowledge of the Firm’s risk management systems is a plus
32
CIB Finance & Business Management Resume Examples & Samples
- Serve as the single point of contact for ad-hoc regulatory requests from China regulators such as CBRC and PBOC; Experience and confidence facing the regulators and answering enquiries
- Manage the ad-hoc regulatory requests and perform thorough analysis on the required information based on deep regulatory and business knowledge
- Assign the information required to individual Line of Business(LOB) based on independent assessment and judgment
- Lead and oversee the ad-hoc request requirement discussion with various LOBs in JPMorgan China; Manage and resolve dispute among key stakeholders if any in a timely and professional manner
- Review and approve the LOB replies to the regulatory requests; Direct and advise individual LOB on the requirements
- Initiate and develop control procedures to ensure the quality and timeliness of the reply to ad-hoc regulatory requests
- Establish and build strong working relationships with key stakeholders in multiple functions and Compliance organizations
- Extensive knowledge in China regulatory requirements and especially on regulatory reporting
- Strong leadership, management and business partnership skills
- Strong communication skills spoken and written both in English and Mandarin
- High level of analytical and problem-solving skills
- Good product and business knowledge is preferred
- Organized and proactive with a keen attention to detail
- Discretion with confidential and sensitive information
- Experience working in a fast paced, deadline driven environment
- Professional maturity and confidence in expressing a point of view with senior management peers
33
CIB Finance & Business Management Resume Examples & Samples
- Develop client templates and alternative creative options as required
- Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance as directed (phone the banker, Front Desk, etc.)
- Good oral and written communication skills – must be able to communicate/collaborate virtually and in person with clients
- Advanced knowledge of MS Office Suite is essential. Working knowledge of Adobe Acrobat and at least one advanced applications e.g. CS5, MapInfo
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Cib-finance & Business Management Resume Examples & Samples
- Primary point of contact for bankers to coordinate client onboarding, including prioritization and requesting documents from clients, when required
- Facilitation of operational client and business queries
- Working closely with the WCOB and Compliance teams, understand requirements and changes in procedures
- Coordinate due diligence process for GCB Clients and transactions
- Participate in GCB bankers’ regional meetings to proactively identify areas to add value and potential roadblocks that need to be addressed
- Provide transparency on overall process and progress
- Collaborate with business and support functions to spread and leverage best practices
- Previous experience in GIB
- Sound understanding of banking processes and products
- Ability and drive to take full ownership of processes
- Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
- Strong decision making capabilities and the ability to identify problems and drive to resolution
- Deliver results in a dependable, timely and accurate manner
- Language skills (German, French) would be a distinct advantage
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CIB Finance & Business Management Equities Trading Business Manager VP Resume Examples & Samples
- Act as trusted advisor and counterweight to Trading Head and their management team
- Provide management assistance, for instance by convening business reviews, management meetings, offsites
- Communicate the business strategy and priorities through internal management and external regulatory presentations (in conjunction with the Global Business Manager)
- Ensure delivery of business initiatives and projects – provide overall governance across multiple initiatives and track progress through key metrics
- Contribute to strategic initiatives by supporting regional and cross-business partnerships
- Ensure business strategy considers market structure and regulatory changes
- Analyze competitive analysis and reporting (in conjunction with PnA team)
- Align front office teams and support groups (Fin, Tech, Ops, Legal, HR) to business priorities, for example regulatory agenda
- Partner with the business and technology to establish and implement the product/technology strategy
- Work closely with the business to optimize RWA and balance sheet usage as well as considering the impact on Liquidity, Leverage Ratio and other regulatory constraints
- Understanding of front-to-back best practices for Equities
- Knowledge in information technology within financial institutions
- Understanding of legal and compliance requirements for financial institutions
- Excellent communication skills with strong English fluency (written and spoken)
- Ability to work with details while not sacrificing the overall business big picture
- Ability to identify and implement best-practices operations
- Strategic with good business acumen
- Team orientated, with the ability to fit into a small, focused and successful management team
- Ability to forge strong internal relationships across a broad range of functions
- Self-motivated, tenacious and able to work with high degree of independence
- Highly motivated with excellent time management & prioritisation skills
- Presents well to senior and global business heads
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Cib-finance & Business Management Resume Examples & Samples
- Lead governance and oversight on all UK Finance regulatory projects within the team
- Specific program management roles on special projects as they arise (potentially Finance, Risk, Ops, other sponsored)
- Manage small team (tbc but likely around 2-5) related to governance and/or business analysis on UK reg projects
- General accountability for the success of associated projects (ie resource management, escalation, QA, etc)
- Project Planning – including
- Project Management and PMO
- Documentation
- Ability to execute tasks under aggressive targets in a changing work environment
- Regulatory knowledge/experience highly desirable, especially Finance regulatory reporting (preferably UK) especially including Basel/ Capital/ RWA related knowledge
- Finance and product knowledge at a high level
- Ability to articulate complex issues and communicate effectively
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Cib-finance & Business Management Resume Examples & Samples
- Monitoring of daily P&L and Risk reporting and providing explanations to key stakeholders in the legal entity in close cooperation with Product Controllers in London
- Micro-hedge reporting under US-GAAP and local GAAP in a Trading Book
- Monthly reporting to the Management Board and other governance committees in the legal entity
- Responsible to provide input into all legal entity specific governance documents and to ensure that they are kept up-to-date
- Ongoing monitoring of outsourced activities to various teams within J.P. Morgan in compliance with regulatory requirements in Germany
- Continuous improvement of the control environment
- Support of any new initiatives, for example new reporting systems or new products
- Accounting expertise for derivative products under US-GAAP and local GAAP (HGB) desirable
- Analytical and quantitative aptitude
- Experience in Product Control / Financial Control or Operations desirable
- Good understanding of derivatives products
- Strong ability in MS Excel: knowledge of MS Access desirable
- Team player with a proven ability to manage daily processes and build relationships with business partners
- Fluent in English & German
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CIB Finance & Business Management Resume Examples & Samples
- Minimum of 4-5 years project management experience
- Ability to articulate complex issues concisely and communicate effectively and comfortably with senior people
- Ability to thrive in a changing work environment
- Ability to work independently and be self motivated
- Ability to execute tasks under aggressive targets and effectively manage to changes in plan
- Basic knowledge of securities and derivative products
- Good working knowledge of MS Excel (pivot tables, v-lookups, etc.) and PowerPoint required
- Knowledge of Corporate and Investment Bank businesses and high-level front to back transaction flow would be an advantage
- Knowledge of Finance, Operations, Regulatory Reporting, Derivatives Financial Reform a plus
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CIB Finance & Business Management Resume Examples & Samples
- Institutional knowledge of J.P. Morgan: how to navigate, financial terminology and culture
- Derivatives Clearing
- Awareness of European regulatory regime: MiFID, EMIR, FCA conduct rules
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CIB Finance & Business Management Resume Examples & Samples
- Engage in monthly close process to ensure integrity of financial statements at the legal entity level, perform trending and investigate significant variances, approve/advise on month end entries where necessary
- Perform GL analytical review on a legal entity level and provide sound business drivers on a monthly basis
- Detailed review of monthly Income attribution process and ensure compliance with financial and tax rules; timely co-ordination with other stakeholders
- Understand the drivers of Asia daily P&L and provide the commentaries when required
- Prepare/review the loan sale blotter and ensure proper booking and accounting downstream
- Ensure the Basel/RWA and Credit cost (Loan loss allowance) data are accurate and complete, provide adjustments (e.g. DAC adjustments) when required as well as commentaries on a regular basis
- Address ad-hoc queries from portfolio managers, traders and bankers
- Understand, review and approve all adjustments performed by operations
- Prepare various regulatory reporting filings for US reporting and any ad hoc local regulatory requests
- Active participation in global, regional and local projects impacting Controllers and provides inputs from Finance perspective whenever required
- Engage in New Business Initiatives/ due diligences impacting CPG and provide inputs related to accounting and booking issues
- Lead/ participate in targeted reviews for specific products/processes based on both qualitative and quantitative factors and risks
- Establish and maintain strong working relationship with various stakeholders (e.g. front office traders/portfolio manager, Legal Entity Controller/Senior Financial Officer, Credit Risk, Loan Operations, middle office, Global controller team, Financial Controller teams, Business Managers, Planning & Analysis group etc)
- Opportunity to manage and mentor intern / management trainee
- Ad-hoc business decision support
- Prior experience in investment banking finance environment is a must; 6-9 years of experience preferred
- Excellent communication and inter-personal skills
- Strong focus on controls and the ability to multi-task
- Strong orientation to detail, analysis and problem solving skills
- Advanced MS Excel skills and MS PowerPoint skills are essential
- Good knowledge of Oracle / SAP ledger system is preferred
- Team player and ability to work closely with global team members and other groups in the organization
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Cib-finance & Business Management Resume Examples & Samples
- Manage the country wide Local Management Committee (LMC) for the SCO including agreeing agenda, tracking action items and reporting on initiatives, general location governance & governance effectiveness
- Monitor location wide initiatives for the SCO reporting progress to the LMC and Local Operational Risk Committee (LORCC) together with the LORCC Chair
- Lead the TPO monitoring for the LORCC and monitor the performance of the offshored Corporate Accounts Payable process for the location
- Represent the Business Executives in the relationship with Group Real Estate & the building managers JLL
- Supporting the businesses with advice and guidance for location resiliency planning and testing
- Support the SCO with executive level presentations on projects, location strategy, etc
- Ability to
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CIB Finance & Business Management Technology Business Manager ED Resume Examples & Samples
- Provide financial & business management partnership to the Infrastructure & Cloud Technology transformation program teams
- Partnering with numerous stakeholders across Technology and Finance & Business Management functions to provide direction and actions which will drive efficiency
- Provide financial control and governance across all Infrastructure spend within CIB
- To continuously provide appropriate transparency into the Indirect cost structure down to the product level
- To drive & govern Infrastructure gross productivity across CIB Technology in line with significant multi year cost targets including application and infrastructure decommissioning, whilst highlighting areas of risk in productivity action plans
- To drive optimisation in Infrastructure by driving both overall reduced consumption as well as migration from legacy to invest infrastructure hardware/software
- Ownership of the Infrastructure & Cloud Metrics to track progress against a multi year transformation agenda
- Driving financial governance across transformation technologies such as internal & external Cloud adoption, Electronic Trading Infrastructure and Big Data solutions
- Input to a variety of senior management reports including monthly CIO/CTO EMRs summarising complex data sets and providing key messages specifically highlighting risks as soon as they become apparent, as well as suggested actions to resolve
- Co-ordination and execution of Infrastructure planning process across CIB
- 10+ years experience in technology finance and business management, preferably within Banking / Financial Services
- Knowledge of Infrastructure Technology Finance & Business Management essential
- Strong control/efficiency mindset and analytical skills
- Demonstrative strong relationship management and partnership skills with the ability to influence
- Strong ability to analyse complex financial systems and processes and proposing alternative methods
- High enthusiasm and energy
- Strong presentation ability to senior management and business heads
- Managing a team
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Cib-finance & Business Management Resume Examples & Samples
- PMO support on all UK Finance regulatory projects within the team
- Project management roles on special small to medium projects as they arise (potentially Finance, Risk, Ops, other sponsored)
- Provide support to manage timelines, tracking action items and other project related materials
- Change Request and control management
- Issue/ risk identification, tracking and escalation
- General status reporting
- Assist with coordinating working group meetings, setting the agenda, preparing meeting materials, documenting minutes and ensuring clear ownership of action items
- Regulatory knowledge/experience a plus
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CIB Finance & Business Management Associate Resume Examples & Samples
- Lead for the “Cost to Serve” modeling within the region. Key contact in the deal commercial process that drives business decisions both strategically and tactically, on deal pricing and client profitability
- Provide objective headcount assessments and provide support to operations in understanding the impact of new business on capacity
- Partner with operations mgmt team to collate and analyse source data required to refresh unit rates and update the client profitability system
- Develop and expand reporting capabilities in line with changes to the operating model, and evolving needs of the business
- Calculate, refresh and refine the unit rates that are used to apply Technology and Operations production expense to sub-products and clients as part of global costing exercises
- Participate in strategic Projects, including implementation across new services/sub-products, new business reporting and reporting tools (e.g., WCP,RAMPs and SAS CPM) and wider analysis
- Use data and modelling output to provide succinct and meaningful reporting to Business Managers with respect to key driver trends and the assessment of the impact of key business changes
- 5+ years experience in Finance and/or Global Fund Services
- Sound knowledge of the securities industry
- Strong communication skills, both oral and written
- Proven track record in process improvement/change management and leadership displaying influencing skills
- Securities Industry or Finance related qualifications beneficial
- Project Mgmt and Business Mgmt skillsets beneficial
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CIB Finance & Business Management Treasury Services Business Manager Resume Examples & Samples
- As trusted advisor to the TS Business Head in EMEA
- Proactively engage with business and support partners to provide strategic analyses and reporting to facilitate business progression
- Drive data-driven analysis to help facilitate decision making
- Help communicate the business strategy, performance and priorities within the region and globally, as well as across LOBs
- Build effective relationships and work closely with F&BM colleagues across Banking
- Responsible for recognizing opportunities and enhancements to existing strategies to improve overall financial performance, customer experience, and execution quality
- Work with business to drive and create new strategic initiatives: product as well as location strategies
- Forecast impacts of strategy and change while leading business partners through execution
- Analyse segment performance and create thoughtful analytics to address business issues and be able to independently generate forward-looking solutions
- Develop and maintain comprehensive controls to ensure processes are being executed as designed and track performance on an ongoing basis
- Access impact of regulatory business changes and its impact on business strategy
- Provide global liaison to align objectives and initiatives and communicate / present to global partners
- Preparation of periodic and ad-hoc business performance presentations / reviews
- Assess impact of changes in regulations / market events
- Contribution to the EMEA/Global F&BM agenda (priorities, projects, events)
- Business management / strategy experience
- Enthusiastic, self motivated and effective under pressure
- Strong analytical and numeric skills, excellent attention to detail
- Strong communication, influencing and relationship building skills; team player
- Ability to work well individually and partner effectively
- Disciplined approach to managing processes and controls with a view to improve
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Cib-finance & Business Management Resume Examples & Samples
- Partner with Production/Technology and drive the enhancements to the research distribution tools including J.P. Morgan Markets and Data Query
- Partner with Sales & Trading to ensure research resources are being effectively used and to ensure research is aligned to the priority accounts
- Partner with the Finance team to analyse the use of research by various lines of business and to derive the allocation model for each research group
- Partner with Finance team and drive the financial planning process for fixed income research teams
- Ensure the business is in compliance with corporate-wide objectives and policies
- Input into Controls (control self assessments, compliance training, business continuity) Compliance, HR, audit as necessary
- Oversee feedback gathering on analysts and collate results for year-end performance reviews
- Implementing new frameworks and developing process efficiencies to support the business needs
- Broad analytical skills – ability to analyse complex problems and pick out salient points and propose effective solutions a must
- Confident presentation with highly developed interpersonal and communication skills with a strong ability to influence
- Ability to prioritise multiple tasks and manage time efficiently
- Ability to work in a team and alone, highly motivated and displays strong initiative
- Effectively synthesises and manipulates data and financial/management information
- Strong project management skills, with an keen eye for detail and the ability to complete high quality work
- Proven Powerpoint skills
- Excel - highly proficient user of basic functions including analysis and financial function a must (VBA/macros experience is a plus)
- Fixed Income Product knowledge (not essential)
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CIB Finance & Business Management Resume Examples & Samples
- 6 new branches of JPM Luxembourg SA need to be set up to support the Custody Fund Services business
- Accounting schema, Business Requirement and Reference data analysis will be required for the full product set
- Full end-to-end build and testing from the relevant systems to the GL will be required
- PM Lead for Finance Workstream across all the branches
- Run CIB Finance PWG’s and attend relevant Program level working groups
- Plan, Execution & Issue Management with escalation as required
- Test Execution & Defect Management
- Stakeholder Management: location LEC’s, FC and LOB PC
- Maintenance of Project Documentation and adherence to Project standards
- Management of junior BA resources on the project
- Strong knowledge / project management skills e.g. Project Life cycle, project governance, project control, best practices
- Knowledge of finance processes & relevant technology platforms
- Knowledge of business processes and finance operating model
- Networking ability across the organisation
- Accounting or PM qualification would be advantageous
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CIB Finance & Business Management Resume Examples & Samples
- Help the business in managing strategy, control, people and financial performance
- Proactively and on request provide strategic analysis to determine business progression and issues
- Regularly conducting Business reviews, Expenses management and resources analysis
- Working closely with Business managers in Asia and North America, and Business managers in Country, Industry and Product
- Working closely with all control and support functions, and the business, in the day to day management of the business and in representing the business on various ad hoc projects
- Pipeline management and revenue booking
- Target / Completed deals follow-ups
- League Table credit and challenges
- Monthly fee recognition working with Product Control, Middle office and Billing
- Financial planning, tracking, controlling and forecasting
- Testing of all Aqueduct / Dealworks and other related technology enhancements
- Reviewing balance sheet models (LRC) and advising on models
- Facilitating loan sale requests
- Working with global balance sheet team on implementing capital rule changes into the models as they are released
- Excellent numeracy skills. Strong spreadsheet skills preferred
- Understanding of Investment Banking and Corporate Finance products (particularly bonds and loans)
- Strong communication and analytical skills, being able to communicate to senior front office resources at all levels
- Time management and problem solving; flexible, multi-tasking and ability to prioritize requests
- Energetic, self motivated and effective under pressure. Work well individually and with teams
- Strong stakeholder management is required
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CIB Finance & Business Management Resume Examples & Samples
- Knowledge of finance business function, processes & technology platform
- Knowledge of business processes and finance operating model within the region
- Knowledge of Line of business systems, middle office operations or other products/business would be advantageous
- Working knowledge / project management skills e.g. Project Life cycle, project governance, project control, best practices
- Strong, proven ability in business analytical skills is preferable
- Strong level of expertise in the full range of finance functions with some business product knowledge
- Ideally has knowledge of CIB or Corporate Finance applications
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CIB Finance & Business Management Resume Examples & Samples
- Business and financial management experience
- Excellent problem solving skills, sharp analytical skills, with an eye for detail but focused on the ‘big picture’
- Strong relationship building with proven experience of collaborating with and influencing others across functions and product locations
- Ability to manage the priorities, deliverables and professional development of a global team
- Proficient in Microsoft Excel, PitchPro (PowerPoint)
- Planning & Analysis/Business Management/Business Control/Legal Entity Controller experience
- Solid product knowledge of the key Equities and Research business
