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Software engineer
- Location
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- Type
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- Compensation
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- Posted
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Client Profitability Reporting Lead, Treasury
- Location
- Chicago
- Type
- Full time
- Posted
- 2D AGO
About the role
Help shape how teams understand and act on client profitability. In this role, you will combine responsive user support with meaningful ownership of reporting enhancements that improve scale, reliability, and adoption. You will turn questions and issues into clearer insights and better tools. Your work will help stakeholders make more informed decisions using consistent, well-understood profitability outputs.
As a Client Profitability Reporting Lead in Treasury Client Profitability Reporting, you help ensure profitability insights are decision-useful, scalable, and well adopted across stakeholders. You support users with timely issue resolution and clear guidance on outputs and appropriate model usage. You also lead reporting and model-related enhancements by shaping the roadmap, improving tooling and processes, and delivering ad hoc analysis that sharpens understanding of profitability drivers at the client and relationship level. You will work closely with partners across client teams and Finance, and you will help us strengthen reliability, documentation, and the overall user experience.
Job responsibilities
- Respond to user call records and questions related to the client profitability system in a timely manner
- Lead issues through to resolution and communicate clear status updates to stakeholders
- Track user call activity to evidence resolution and identify recurring pain points
- Research across multiple reporting tools to answer client- and relationship-related inquiries accurately and clearly
- Guide users on interpreting outputs and using the profitability model and reporting appropriately
- Support training and enablement efforts to strengthen user self-sufficiency and improve 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 clearly prioritized enhancement agenda for reporting and model capabilities
- Participate in the design, testing, and rollout of enhancements to the profitability model and related reporting, including disciplined user acceptance testing
Improve reporting quality and usability by strengthening documentation, standardizing recurring outputs, and reducing avoidable rework through root-cause thinking
Required qualifications, capabilities, and skills
- 5 years of relevant finance experience
- Demonstrated analytical, problem-solving, and critical-thinking skills
- Strong written and verbal communication skills
- Proven client-service mindset and ability to support users with clarity and professionalism
- 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
Preferred qualifications, capabilities and skills
- Coding experience to support analysis, automation, or reporting enhancements
- Experience supporting users of finance reporting tools and resolving recurring issues through process improvements
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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