Client Profitability Reporting Lead, Treasury

JPMorgan Chase & Co. • Chicago, IL

7h • $118,750 - $185,000

About The Position

The Client Profitability Reporting Lead in Treasury Client Profitability Reporting helps ensure profitability insights are decision-useful, scalable, and well adopted across stakeholders. The role combines responsive user support with ownership of reporting and model-related enhancements. It provides timely issue resolution and clear guidance on reporting outputs and appropriate profitability-model usage, while improving tooling, processes, reliability, documentation, and the overall user experience.

The role works closely with client teams and Finance partners, researches client- and relationship-related inquiries across reporting tools, and provides ad hoc analysis to clarify profitability drivers. It also turns recurring user needs into prioritized enhancement plans and contributes to the design, testing, and rollout of model and reporting improvements.

Requirements

• At least 5 years of relevant finance experience.
• Demonstrated analytical, problem-solving, and critical-thinking skills.
• Strong written and verbal communication skills.
• A proven client-service mindset and ability to support users clearly and professionally.
• Ability to prioritize multiple requests in a fast-paced environment.
• Strong attention to detail and focus on accuracy.
• Proficiency in database queries.
• Advanced proficiency in Microsoft Excel.
• Authorization to work in the United States; employment-based immigration sponsorship and assistance with other forms of immigration sponsorship or benefits are not offered.

Nice To Haves

• Coding experience supporting analysis, automation, or reporting enhancements.
• Experience supporting users of finance reporting tools and resolving recurring issues through process improvements.

Responsibilities

• Respond promptly to user call records and questions about the client profitability system.
• Lead issues through resolution and provide stakeholders with clear status updates.
• Track user call activity to document resolutions and identify recurring pain points.
• Research across multiple reporting tools to answer client- and relationship-related inquiries accurately and clearly.
• Guide users in interpreting outputs and using the profitability model and reporting appropriately.
• Support training and enablement efforts to improve user self-sufficiency and adoption.
• Serve as a subject matter expert on client and relationship profitability results by synthesizing drivers and surfacing themes.
• Deliver high-impact ad hoc analysis to deepen understanding of profitability drivers.
• Translate recurring user needs into a prioritized enhancement agenda for reporting and model capabilities.
• Participate in the design, testing, and rollout of profitability-model and related reporting enhancements, including user acceptance testing.
• Improve reporting quality and usability by strengthening documentation, standardizing recurring outputs, and reducing avoidable rework through root-cause thinking.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed