Senior Finance Analyst jobs at USAA

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Financial Regulatory Reporting Senior, you will serve as a key contributor in the preparation, review, and analysis of reports compiled for regulatory agencies to include the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009a. You will be responsible for preparing highly technical components of the reports and/or schedules and conducting detailed reviews of reports and/or schedules prepared by other members of the team. You will also develop and maintain procedure documentation, assist in projects to automate and increase efficiencies, and support data and control testing. As a member of the Holding Company & Subsidiary Regulatory Reporting team within the Chief Accounting Office (CAO), you will support the research, implementation, and documentation of change initiatives resulting from updates to accounting requirements, regulatory requirements, product offerings, systems, and organizational structure. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, or Charlotte, NC. Relocation assistance is not available. What you'll do: Prepare and review regulatory reports and underlying work-papers and calculations for accuracy and completeness, while assisting with proper interpretation of reporting requirements Research and consult on complex reporting issues and respond to requests for reports and analytics Plan and manage workflow of financial and regulatory reporting requests and requirement updates Interact regularly with management, regulatory agencies, and business partners (i.e., internal and external audit, treasury, compliance and legal, etc.) to ensure appropriate discussion and execution of requisite actions Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures What you have: Bachelor's degree required; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree 6 years' experience preparing and delivering financial statements and regulatory reports in the financial services industry, a Bank Holding Company, or similar Expert knowledge of applicable Microsoft Office applications including Excel 4 years' experience conducting research and preparing business and operational financial analysis Strong knowledge of Generally Accepted Accounting Principles (GAAP) What sets you apart: Certified Public Accountant (CPA) Strong working knowledge of regulatory reporting rules and regulations and use of regulatory reporting platforms i.e. Axiom, etc Utilization of financial management tools i.e. Oracle Cloud General Ledger (GL), etc US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770.00 - $179,240.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Plano, Texas;, ; Chicago, Illinois; Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **:** This job is responsible for conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities include leading the development of new models, analytic processes, or system approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations may include the ability to influence strategic direction, as well as develop tactical plans. **Responsibilities:** + Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers + Leads the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization + Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation + Maintains and provides oversight of model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite + Leads and provides methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk + Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes + Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches **Skills:** + Critical Thinking + Quantitative Development + Risk Analytics + Risk Modeling + Technical Documentation + Adaptability + Collaboration + Problem Solving + Risk Management + Test Engineering + Data Modeling + Data and Trend Analysis + Process Performance Measurement + Research + Written Communications **Minimum Education Requirement:** Master's degree in related field or equivalent work experience **Job Description Summary** The role within the Model and Testing Standards Oversight (MTSO) team will support the development and oversight of processes, standards, and controls across the model lifecycle in which Global Risk Analytics (GRA) / Enterprise Independent Testing (EIT) models are executed. The team collaborates with different GRA model development groups to evolve best practices and with Model Risk Management to adapt to changes in Enterprise and Regulatory requirements and expectations. **Responsibilities** - Development and oversight of model management processes and standards, including model development, performance monitoring, implementation, and usage. - Perform critical analysis and assess feedback from model development groups on processes, controls, and metrics design/optimization across model lifecycle. - Assess impact from changes to Enterprise and Regulatory requirements, lead implementation of changes to processes and provide ad-hoc consultancy and resolution of process enquiries. - Support the development of corresponding workflow infrastructure / technology for model related processes. - Project manage change initiatives, defining discrete actions, timelines, and tracking to completion. - Enhancing ongoing monitoring and related risk management capabilities. - Support model-related regulatory engagements and the compilation of regulatory materials. - Participate in Quality Control routines across model lifecycle, analyze results and provide feedback, formulate actions and identify process improvements. - Provide support on an ad-hoc basis to other non-model related horizontal MTSO team initiatives. **Required Skills and Experience** - Minimum 4 years' experience in the financial services industry. - Strong knowledge / experience in model risk management practices / related regulatory requirements. - Degree in a relevant quantitative discipline. - Good analytical and quantitative capabilities. - Highly organized and able to execute multiple priorities. - Strong oral and written communication skills. - Ability to develop strong working relationships with teammates as well as senior management. **Overview of Global Risk Analytics and Enterprise Independent Testing** Global Risk Analytics (GRA) is a sub-line of business within Global Risk Management (GRM). GRA is responsible for developing a consistent and coherent set of models and analytical tools for effective Risk and Capital measurement, management and reporting across Bank of America. In addition to model development, GRA conducts model implementation, data management, model execution and analysis, forecast administration, and model performance monitoring. The team drives innovation, process improvement and automation across all of these activities. Enterprise Independent Testing (EIT) is the centralized, independent testing function within GRM focused on operating as an enterprise utility to test processes and controls that require testing across the company. EIT's testing provides business leaders visibility of their process and control effectiveness, which enables early risk detection and the mitigation of operational risk. As a center of excellence, EIT conducts independent testing throughout the year globally, providing ongoing feedback to monitor and improve processes. EIT tests processes and controls on behalf of the Second Line of Defense, Front Line Units (FLUs) and Control Functions (CFs), enabling more efficient and effective testing. **Overview of Model and Testing Standards and Oversight** The Model and Testing Standards and Oversight (MTSO) team provides standards and oversight for Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) that ensure GRA and EIT operate effectively and efficiently, and output is delivered to a high standard and within a robust governance framework. Bank of America. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

JobID: 210690701 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $140,000.00-$160,000.00; San Francisco,CA $140,000.00-$160,000.00 The Syndicated Finance Group (SFG) is part of Capital & Advisory Solutions within Commercial Banking. SFG specializes in complex financial situations involving syndicated and leveraged transactions for middle market clients, providing insights into debt capital markets for corporate capital requirements such as working capital, capital projects, mergers and acquisitions, leveraged buyouts, and recapitalizations. As a leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve high-level interaction with senior bankers and executive management within client firms. As an Associate within the Syndicated Finance Group, you hold commanding leadership positions in these product specialties. Associates in SFG gain critical skills in financial analysis, risk assessment, due diligence, and deal structuring, functioning as fully integrated deal team members supporting senior originators and providing direction and oversight to analysts. Job Responsibilities: * Prepare and drive detailed financial modeling and financial statement analysis * Determine cash flow and debt capacity across various business models * Drive the preparation of capital markets, credit approval packages, and marketing materials * Review all work prepared by analysts * Engage in significant interaction with clients and investors Required qualifications, capabilities and skills: * Minimum 3 years of experience in investment banking or commercial banking (Banker or Underwriting role) * Excellent quantitative and analytical skills; ability to synthesize large amounts of information and develop innovative client solutions * Knowledge of Commercial Banking, credit, and debt capital markets products * Strong credit acumen * Ability to independently manage less complex transactions * Outstanding written and verbal communication skills * Well organized; able to efficiently manage projects with minimal supervision * Ability to work well under pressure, multi-task, and meet time-sensitive deadlines * Excellent presentation skills; comfortable presenting to client senior management, investors, and senior firm members * Bachelor's degree required * Security licenses 7 or 79, and 63 required (or must be obtained within 180 days of start date). Any securities licenses actively held, but not required for the position, will not be carried by JPMorgan Securities LLC. Preferred Qualifications, Capabilities and Skills * Highly organized and capable of managing projects with minimal supervision. * Excellent presentation skills; comfortable presenting to client senior management, investors, and senior members of the firm. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is not eligible for employer sponsored immigration support of any kind.

Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making and operational excellence. As a Business Finance Manager within our regional team, you will have the exciting opportunity to support our regional agenda and local markets. You will work closely with our local team in Plano, TX, as well as regional and local market teams across the Americas. Your role will involve frequent interaction with management and front office advisors in a fast-paced team environment, and you will be accountable for broader regional projects. This role provides a unique opportunity to serve within four main channels: Strategic Planning, Finance Management, Sales Management, and Project Management. **Job Responsibilities:** + Partner with regional Chief Finance Officers and Market Manager(s) to develop strategic market plans + Develop and present strategic insights about the market and align with market goals and objectives to priorities and initiatives + Act as a thought partner to Market Mangers on key business decision + Conduct analyses from financials to understand business goals to identify opportunities to improve business results + Participate in the month-end close process with the broader WM finance team and research and resolve data issues + Partner with regional Chief Finance Officers to prepare for business reviews with senior management + Run disciplined expense management and markets + Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders + Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards + Work with Market Managers to assess talent, using data analytics and metric and develop and maintain robust sales management processes for Market Manager + Run ongoing enhancements and modifications to internal sales management processes **Required qualifications, capabilities, and skills:** + Bachelor's degree in Business Administration, Finance/Accounting, or Engineering + Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas) + Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence + Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities + Demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management + Capable of exercising leadership; willing to make challenging decisions **Preferred qualifications, capabilities, and skills:** + High energy, proactive, strategic thinker with excellent ability to solve issues and conflicts + Excellent written and oral communication, strong time management and prioritization skills + Able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders + Willingness to travel (limited) + 2+ years of relevant experience preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire Corporation. Job Summary As a Financial Analysis, Senior Associate within the GRE Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects. This role offers high visibility across GRE and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads. Job Responsibilities Develop strong working relationships with the Americas regional teams in planning, reporting and analysis of financials Prepare presentations for the Office Head Executive, including quarterly and annual business reviews Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities Assist in the development of management reporting and improve the financial reporting and business analysis framework Support ad-hoc financial analysis in support of key functional areas of the business and opportunities to scale efficiencies Partner with accounting and the GRE functions (e.g., lease administration, economic incentives group, space & location strategy, design & construction) to ensure accuracy of financial forecasts Required qualifications, capabilities and skills Bachelor's degree in business related discipline 5 years of experience in real estate, finance and/or accounting experience Working knowledge of Alteryx and Microsoft Office suite, with proficiency in Excel and Powerpoint Prior experience or innate interest in the Real Estate asset class Sound judgment and independent decision making are required Ability to analyze data, process information and work under minimal supervision Ability to think outside of the box, identify problems & find cost efficient solutions Ability to maintain composure in a fast-paced environment and prioritize projects accordingly Communication skills - Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities Preferred qualifications, capabilities and skills CPA preferred but not required

We welcome you to join one of the world's top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees' personal and professional development. As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our team's success. Job responsibilities Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures. Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations. Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems. Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding. Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Provide independent valuation services to internal and external clients across a wide array of OTC derivative products including rates, credit, equity, FX, inflation, commodity, and volatility / variance swaps Produce and analyze valuations on OTC derivatives within client portfolios on a daily basis. This will also involve comparing and analyzing OTC valuations across multiple sources and the candidate should be able to quantify and clearly articulate any valuation movements through the Greeks Establish and develop strong relationships with both internal and external clients Resolve ad-hoc issues, including queries related to third party valuations, procedures and processes Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in fund servicing operations and derivative products, with a focus on executing routine transactions and process improvements. Proven ability to apply active listening and questioning techniques to understand and address client needs effectively. Experience in continuous improvement initiatives, with a focus on applying innovation and design thinking techniques to enhance operational efficiency. Strong time management, prioritization skills, and effective communication. Excel proficiency Preferred qualifications, capabilities, and skills Coding skills (Python, VBA) Experiencing using automation platforms like UiPath, Alteryx, etc. Knowledge on Bloomberg, Refinitiv or other market date platform

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions. As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: + Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives + Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts + Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes + Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology + Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.) Required qualifications, capabilities, and skills: + Ability to take ownership and work independently + Analytical ability with capacity to tell the story and see the big picture + Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM + Ability to articulate ideas in a clear, concise, and structured manner + Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making + Highly organized and structured; ability to prioritize and time manage is crucial + Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key + Utilize judgment and discretion in working with highly confidential information + Bachelor's degree + 5+ years relevant experience ' Preferred qualifications, capabilities, and skills: + Experience in Annuities, Life Insurance, or Financial Analysis + Proficiency in SQL and/or Python is a plus + Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210656319 JobSchedule: Full time JobShift: Day : JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions. As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: * Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives * Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts * Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes * Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology * Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.) Required qualifications, capabilities, and skills: * Ability to take ownership and work independently * Analytical ability with capacity to tell the story and see the big picture * Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM * Ability to articulate ideas in a clear, concise, and structured manner * Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making * Highly organized and structured; ability to prioritize and time manage is crucial * Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key * Utilize judgment and discretion in working with highly confidential information * Bachelor's degree * 5+ years relevant experience ' Preferred qualifications, capabilities, and skills: * Experience in Annuities, Life Insurance, or Financial Analysis * Proficiency in SQL and/or Python is a plus * Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus

JP. Morgan Asset & Wealth Management Finance and Business Management ("AWM F&BM") is seeking a Financial Associate based in Plano, Texas. This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO. This role will be part of the Banking CFO Team covering Deposit & Mortgage products for the Global Private Bank from a finance perspective. The position includes financial analytics around the profitability of these products, forecasting, and analytics to support business decisions. As a Banking Finance Associate within the Deposit & Mortgage CFO team, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and drive decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: + Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives + Understand and evaluate the financial impact: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts + Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes + Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm's capital adequacy assessment and its capital plan + Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology + Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and Corporate Finance & Treasury organizations, etc.) Required qualifications, capabilities, and skills: + Ability to take ownership and work independently + Analytical ability with capacity to tell the story and see the big picture + Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM + Ability to articulate ideas in a clear, concise, and structured manner + Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making + Highly organized and structured; ability to prioritize and time manage is crucial + Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key + Utilize judgment and discretion in working with highly confidential information + Bachelor's degree + 3+ years relevant experience ' Preferred qualifications, capabilities, and skills: + Experience in Deposits, Mortgages, Financial Analysis, or Treasury + Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus + Proficiency in SQL and/or Python is a plus + Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JP. Morgan Asset & Wealth Management Finance and Business Management (“AWM F&BM”) is seeking a Financial Associate based in Plano, Texas. This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO. This role will be part of the Banking CFO Team covering Deposit & Mortgage products for the Global Private Bank from a finance perspective. The position includes financial analytics around the profitability of these products, forecasting, and analytics to support business decisions. As a Banking Finance Associate within the Deposit & Mortgage CFO team, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and drive decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives Understand and evaluate the financial impact: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm's capital adequacy assessment and its capital plan Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and Corporate Finance & Treasury organizations, etc.) Required qualifications, capabilities, and skills: Ability to take ownership and work independently Analytical ability with capacity to tell the story and see the big picture Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM Ability to articulate ideas in a clear, concise, and structured manner Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making Highly organized and structured; ability to prioritize and time manage is crucial Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key Utilize judgment and discretion in working with highly confidential information Bachelor's degree 3+ years relevant experience ' Preferred qualifications, capabilities, and skills: Experience in Deposits, Mortgages, Financial Analysis, or Treasury Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus Proficiency in SQL and/or Python is a plus Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus

JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions. As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.) Required qualifications, capabilities, and skills: Ability to take ownership and work independently Analytical ability with capacity to tell the story and see the big picture Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM Ability to articulate ideas in a clear, concise, and structured manner Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making Highly organized and structured; ability to prioritize and time manage is crucial Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key Utilize judgment and discretion in working with highly confidential information Bachelor's degree 5+ years relevant experience ' Preferred qualifications, capabilities, and skills: Experience in Annuities, Life Insurance, or Financial Analysis Proficiency in SQL and/or Python is a plus Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus

Are you someone who has experience in Financial Analysis and is looking to grow your career working in a globally diverse organization? Asset & Wealth Management Finance and Business Management has a new opening for a Financial Associate based in Plano, Texas. This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO with dotted line accountability to the GPB Deposit Business Lead. This role will be part of the Banking CFO Team and covers Deposit and Custody products for the Global Private Bank from a finance perspective. This includes financial analytics around the profitability of these products, forecasting, and analytics to support business decisions. As a Finance Associate within Global Private Bank, you will influence outcomes for the business and challenge performance. You will be accountable for core financial discipline, organizational health, and location strategy and will be an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and drive decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities Serve as a strategic partner to the Global Private Bank Deposits Leadership Team by providing analytics and guidance which drives business development and aids in the execution of key business initiatives Evaluate and understand the financial impact from the drivers of deposit economics including: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts from the deposit pricing team (e.g., large client exception pricing, campaigns, pricing reaction from deposit competition or alternative asset classes) Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm's capital adequacy assessment and its capital plan Improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both Asset & Wealth Management and Corporate Finance & Treasury organizations, etc.) Required qualifications, capabilities, and skills Bachelor's degree 3+ years relevant experience Experience in Deposits, Financial Analysis, or Treasury Ability to take ownership and work independently Analytical ability with capacity to tell the story and see the big picture Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank and Asset & Wealth Management Ability to articulate ideas in a clear, concise, and structured manner Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making Highly organized and structured; ability to prioritize and time manage is crucial Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key Utilize judgment and discretion in working with highly confidential information Preferred qualifications, capabilities, and skills Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus Proficiency in SQL and/or Python is a plus Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. **Responsibilities:** + Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. + Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. + Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. + Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. + Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. + Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. **Required Qualifications:** + Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science + 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models + Familiar with regulations and regulatory guidance on model risk management **Desired Qualifications:** + Master's degree or above + Prior auditing background preferred **Skills:** + Critical Thinking + QuantitativeDevelopment/Validation + Risk Analytics + Risk Modeling + Technical Documentation + Collaboration + Problem Solving + Risk Management + Data Modeling and Trend Analysis + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. Responsibilities: * Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. * Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. * Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. * Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. * Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. * Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. Required Qualifications: * Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science * 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models * Familiar with regulations and regulatory guidance on model risk management Desired Qualifications: * Master's degree or above * Prior auditing background preferred Skills: * Critical Thinking * Quantitative Development/Validation * Risk Analytics * Risk Modeling * Technical Documentation * Collaboration * Problem Solving * Risk Management * Data Modeling and Trend Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Join our Member Value team as a Lead Business Strategy Analyst. This role is instrumental in shaping the future of our member service experiences by bridging in-depth analytics with strategic foresight. You will analyze current trends, identify emerging opportunities, and develop robust plans to drive higher member satisfaction and value. You will collaborate closely with business leaders to translate strategic vision into actionable plans. This is a unique opportunity to apply your analytical and strategic planning skills to set the course for the future of member experience. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, Colorado Springs, CO, Tampa, FL, and Chesapeake, VA. Relocation assistance is not available for this position. What you'll do: Leads discussions with key stakeholders to communicate information learned from analyses, provide input into line of business strategy development, and drive and influence business decisions. Leads integration of the analytic strategy and business strategy. Oversees efforts to identify key business assumptions and hypotheses around line of business strategy. Continuously refines hypotheses and identifies business questions to explore further. Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience and provides support to lower levels towards this effort. Collaborates with key stakeholders to evaluate and uncover complex or critical strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience. Applies expert analytical rigor to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals. Effectively influences and drives strategic agreement utilizing subject matter expertise and interpersonal and negotiation skills. Serves as a team lead and provides guidance and on-the-job training to team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Business, Science, Finance, Economics or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of data and/or analytics or strategy consulting experience; OR a minimum of 6 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 8 years of combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 6 years of experience in data and/or analytics or strategy consulting. Experience identifying business needs and developing strategic plans driven by qualitative/quantitative analysis and market insights. Experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. Experience influencing business decisions. Strong analytical skills with experience using hypotheses-driven problem solving. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). What sets you apart: Prior U.S. military service or being a military spouse/domestic partner is highly valued. Expert-level understanding of Agile methodologies and proven ability to effectively manage organizational demand and capacity by identifying, prioritizing, and optimizing work across multiple teams. Understanding of the customer/member journey, service operations, and broader business strategy, with the ability to connect analytical insights to overarching business objectives. Demonstrated ability to develop strategic plans, identify future trends, and translate findings into actionable strategic initiatives that enhance member experience across all touchpoints. Exceptional communication and presentation skills, with a proven talent for translating complex insights and strategic recommendations into compelling narratives, driving buy-in and action. Proven ability to tackle complex challenges, develop data-driven recommendations, and critically assess strategic options to inform planning and execution. Ability to work independently, manage strategic planning projects effectively, and proactively identify opportunities for analytical exploration and strategic advancement. Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Charlotte, North Carolina, United States;Dallas, Texas; Jacksonville, Florida; Plano, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. **Responsibilities:** + Provide leadership and oversight for sanctions screening tools used in transaction and customer screening, ensuring optimal performance and adherence to compliance standards. + Drive governance processes to support the onboarding new screening lists, defining screening list rules, and ensuring appropriate list applicability across all sanctions screening technologies. + Collaborate with cross-functional teams to maintain accurate data mapping, lineage tracing, and integrity checks within sanctions screening systems. + Monitor, test, and report on tool performance metrics and control effectiveness, leveraging data analytics to identify trends and improvement opportunities. + Support program management and change management for initiatives impacting sanctions screening technology, ensuring milestones, deliverables, and risk management are tracked and communicated. + Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed + Produces and/or oversees independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders + Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed + Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks + Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees + Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes + Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately **Required Qualifications:** + Minimum of seven years of relevant experience + Knowledge of economic sanctions and anti-money laundering (AML) and related AML legislation + Prior people management experience + Experience in data analysis, data governance, or technology systems + Ability to work independently and self-manage even with multiple high priority competing tasks + Strong oral and written communication skills, including the ability to communicate effectively with leadership, Compliance, Risk, and Audit, on a regular basis in a clear and concise manner + Effective project manager who can lead and execute with a positive, energetic attitude + Highly organized and detail oriented **Desired Qualifications:** + Bachelor's Degree in related field + Experience in financial services and/or a related government entity + Certified Anti-Money Laundering Specialist (CAMS) + Experience in data analysis, data governance, or technology systems (financial services preferred). + Familiarity with sanctions screening tools and compliance processes. + Strong analytical skills and ability to work across multiple teams. **Skills:** + Critical Thinking + Monitoring, Surveillance, and Testing + Regulatory Compliance + Risk Management + Coaching + Issue Management + Policies, Procedures, and Guidelines Management + Strategy Planning and Development + Written Communications + External Resource Management + Reporting + Talent Development **Preferred Technical Skills:** + Data Analysis, Interpretation & Decisioning + Issues Management & Resolution + Risk Identification & Assessment + Risk Monitoring & Testing + Products, Services & Acumen - Line of Business (LoB) - GFC + AML Regulatory Knowledge + Enhanced Due Diligence + Financial Crimes Risk Principles + Threat Assessment + Legal Expertise + Policy Analysis and Development + Political Awareness + Sanctions Principles + Screening Process Adherence **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include working directly or through compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. Responsibilities: * Provide leadership and oversight for sanctions screening tools used in transaction and customer screening, ensuring optimal performance and adherence to compliance standards. * Drive governance processes to support the onboarding new screening lists, defining screening list rules, and ensuring appropriate list applicability across all sanctions screening technologies. * Collaborate with cross-functional teams to maintain accurate data mapping, lineage tracing, and integrity checks within sanctions screening systems. * Monitor, test, and report on tool performance metrics and control effectiveness, leveraging data analytics to identify trends and improvement opportunities. * Support program management and change management for initiatives impacting sanctions screening technology, ensuring milestones, deliverables, and risk management are tracked and communicated. * Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed * Produces and/or oversees independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders * Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed * Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks * Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees * Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes * Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately Required Qualifications: * Minimum of seven years of relevant experience * Knowledge of economic sanctions and anti-money laundering (AML) and related AML legislation * Prior people management experience * Experience in data analysis, data governance, or technology systems * Ability to work independently and self-manage even with multiple high priority competing tasks * Strong oral and written communication skills, including the ability to communicate effectively with leadership, Compliance, Risk, and Audit, on a regular basis in a clear and concise manner * Effective project manager who can lead and execute with a positive, energetic attitude * Highly organized and detail oriented Desired Qualifications: * Bachelor's Degree in related field * Experience in financial services and/or a related government entity * Certified Anti-Money Laundering Specialist (CAMS) * Experience in data analysis, data governance, or technology systems (financial services preferred). * Familiarity with sanctions screening tools and compliance processes. * Strong analytical skills and ability to work across multiple teams. Skills: * Critical Thinking * Monitoring, Surveillance, and Testing * Regulatory Compliance * Risk Management * Coaching * Issue Management * Policies, Procedures, and Guidelines Management * Strategy Planning and Development * Written Communications * External Resource Management * Reporting * Talent Development Preferred Technical Skills: * Data Analysis, Interpretation & Decisioning * Issues Management & Resolution * Risk Identification & Assessment * Risk Monitoring & Testing * Products, Services & Acumen - Line of Business (LoB) - GFC * AML Regulatory Knowledge * Enhanced Due Diligence * Financial Crimes Risk Principles * Threat Assessment * Legal Expertise * Policy Analysis and Development * Political Awareness * Sanctions Principles * Screening Process Adherence Shift: 1st shift (United States of America) Hours Per Week: 40

Charlotte, North Carolina, United States;Dallas, Texas; Chicago, Illinois; Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for executing substantive money laundering, economic sanctions and fraud compliance and operational risk practices for Crypto Currency, Digital Assets, and Payments within the Global Payment Solutionsbusiness. Key responsibilities include working directly or through the emerging risk, compliance officers for the Front Line Units (FLUs) and Control Functions (CFs) to complete compliance, policy, operational/fraud risk management requirements. **Responsibilities:** + Advises and directs the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed + Produces and/or oversees independent financial crimes risk management reporting to Global Financial Crimes senior leadership + Monitors the changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed + Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks + Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees + Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes + Reviews and challenges internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately **Additional Job Specific Responsibilities:** + Leads discussions with FLU, GCOR and GFC partners to analyze business processes, internal controls, client behavior and transaction trends + Recommends changes to financial crimes standards, and review relevant Front Line Units/Control Functions-owned procedures (or like documents) to identify potential issues in meeting regulatory requirements and operational risks for resolution + Contribute to the creation and implementation of GFC Coverage Plan which defines the scope of coverage for GB/GM + Produces and/or oversees financial crimes risk management reporting to senior leaders within the business and global risk environment + Establish, monitor and report on GFC and FLU metrics that are reflective of key risks within the areas of coverage + Monitor regulatory changes applicable to Global Financial Crimes + Engage with relevant GFC partners to drive thematic reviews of key risk areas and develop/enhance GFC automated detection tools designed to identify potentially suspicious activity as per regulatory guidance + Advise FLU senior leaders on key regulatory developments in BSA/AML laws, rules and regulations + Design monitoring and testing routines and reporting to identify potential AML risks and/or control weaknesses + Evaluates the risk of assigned financial-crimes related issues, monitors progress and provides no objection to action plans and closure activities. + Conduct targeted risk assessments, threat assessments and process understandings to identify new or emerging financial crimes risks + Advise Key leaders in client selection processes to guide FLUs on potential financial crimes impacts + Perform review and challenge of SPI and ensure FLU executes on challenges and/or issues raised + Engage directly with Audit to provide advice and guidance on FLU Audits and respond to Audit requests and inquiries + Participate in Regulatory Meetings and Exams to provide Risk Manager perspective on critical issues + Participates in industry forums and monitors regulatory expectations, emerging legislation and regulation, political scrutiny, litigation and key influencers to identify and mitigate emerging risks + Escalates financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees + Identifies, aggregates, reports, escalates, inspects, and challenges the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes **Skills:** + Critical Thinking + Monitoring, Surveillance, and Testing + Regulatory Compliance + Risk Management + Coaching + Issue Management + Policies, Procedures, and Guidelines Management + Strategy Planning and Development + Written Communications + External Resource Management + Reporting + Talent Development **Preferred Technical Skills:** + Risk Identification & Assessment + Issues Management & Resolution + Line of Business (LoB) Products, Services & Acumen + Financial Crimes Risk Programs + Enhanced Due Diligence + Credible Challenge + Customer Due Diligence + Regulatory Knowledge + High Risk Activities & Typologies + Financial Crimes Compliance Risk Principles **Required Qualifications:** + Minimum of 7 years of relevant experience in financial services industry, risk management, AML compliance, regulatory compliance, operational risk management, business risk & controls, or experience in related field + Knowledge of anti-money laundering (AML) and related AML legislation + Bachelor's Degree or equivalent experience **Desired Qualifications:** + Bachelor's Degree in related field + Expert knowledge of the Crypto/Digital Asset space + Experience in financial services and/or a related government entity + Certified Anti-Money Laundering Specialist (CAMS) + Experience and strong ability to work in a fast-paced, high-pressure environment and manage multiple priorities effectively + Strong leadership and decision-making capabilities + Ability to influence and drive change across the organization **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.