Over 20 years of finance and product management experience in the banking industry, versatile background driving process improvement, enhanced financial transparency & internal controls. Strong analytical & problem-solving skills. Poised presenter with solid communication skills. Leadership experience in promoting greater diversity & inclusion.
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Managing DirectorBank Of AmericaChicago, Il, Us -
Director - Global Head Of Account Analysis Product, Global Payments SolutionsBank Of America May 2020 - PresentChicago, Illinois, United StatesResponsibility for global billing environment End-to-End, including monthly production & validation,process improvement & efficiency, long-term investment agenda, and platform risk management. Successful achievement of annual revenue targets through execution of annual repricing events and elimination of revenue leakage. Leadership of multiple extended projects including expense management, improving revenue/profitability reporting & analysis, and manual process reductions. -
Vice President - Wholesale Operations Senior Finance ManagerJpmorgan Chase & Co. Aug 2013 - May 2020Greater Chicago AreaLed comprehensive global finance operations within Corporate & Investment Bank sector, including Receivables & Disbursements, Client Service, Strategic Programs, and Regulatory Operations/KYC. Developed and implemented robust financial reporting package to heighten accuracy and ensure regulatory compliance. Played pivotal role in strategic projects aimed at optimizing location strategy, analyzing overtime, and managing technology investments and real estate footprint. Achieved significant operational savings, exceeding $5M annually, through effective efficiency and cost reduction initiatives. Contributed to strategic organizational discussions and initiatives through presentations at global town hall meetings. -
Planning, Reporting & Analysis Manager - Commercial BankingJpmorgan Chase & Co. Aug 2012 - Aug 2013Greater Chicago AreaSpearheaded comprehensive finance operations for Wholesale Loan Operations, overseeing P&L of over $140M and 1,300 employees. Redesigned monthly financial reporting packages to achieve enhanced transparency and accuracy. Supervised implementation of Value For Scale efficiency savings and location strategy initiatives, contributing to sustainable cost management. Revamped management reporting packages, leading to improved financial oversight and regional alignment. -
Vice President, Senior Finance Operations Manager, Treasury Services OperationsJpmorgan Chase & Co. Jun 2008 - Jul 2012Greater Chicago AreaChief Financial Officer for Global Trade & Receivables Operations; Planning, Reporting and Analysis Manager for global Operations line of business. Led efforts to exceed budget targets through rigorous financial oversight and driving expense reductions. Interim leadership role as Global TS Operations CFO (2011). Coordinated global staff of over 30 finance & business managers through quarterly business reviews and midyear forecast updates. International experience serving as Asia-Pacific Operations CFO (2010-11) based in Hong Kong & Singapore. -
Vice President, Global Unit Costing Manager, Treasury ServicesJpmorgan Chase & Co. Feb 2006 - May 2008Greater Chicago AreaDirected project to improve accuracy of customer profitability. Implemented "gold standard" SAS-Activity Based Costing Model into line of business expense portfolio across multiple products and regions -
Assistant Vice President/Senior Financial AnalystJpmorgan Chase & Co. Jul 2004 - Jan 2006Greater Chicago AreaProduct Expense Controller- directed allocation of product expenses to internal business partners, including resolving expense allocation issues & financial statement impacts. Led merger project to consolidate multiple allocation methodologies to one application, coordinating reporting to product organizations and senior management. -
Assistant Vice President, Financial Ops AnalystJpmorgan Chase & Co. Jul 2002 - Jun 2004Greater Chicago AreaLOB functional Controller, Revenue Management Billing & Pricing. Led repricing event analysis and identified $2MM of unidentified revenue opportunity. -
Assistant Vice President, Senior Risk Analyst, Corporate AuditJpmorgan Chase & Co. Aug 2000 - Jul 2002Greater Chicago AreaPlanning & leading audit engagements of wholesale banking operations products and regulatory teams. Identified & resolved balance sheet error resulting in $1MM recovered assets and preventing $7MM annualized cost. -
Senior Associate, Assurance & Business Advisory ServicesPwc Jul 1999 - Jun 2000Peoria, Illinois AreaExtensive experience as In-Charge auditor coordinating and performing audits for variety of clients,including Fortune 100 and middle market companies, not-for-profits, and employee benefit plans. -
Staff Accountant, Assurance And Business Advisory ServicesPwc Jul 1997 - Jun 1999Peoria, Illinois AreaConducted financial statement audits of a Fortune 100 and middle market companies and various employee benefit plans. Appointed In-Charge auditor after first year. -
Intern, Assurance & Business Advisory ServicesPwc Dec 1995 - Jun 1997Peoria, Illinois AreaAudited financial statements of a Fortune 100 company and its employee benefit plans -
Office Administrative AssistantPwc Sep 1993 - Dec 1995Peoria, Illinois Area -
Front Desk StaffGreater Peoria Family Ymca Aug 1992 - Aug 1993Peoria, Illinois, United States -
Front Desk StaffLimestone Township Pool May 1992 - Aug 1992Bartonville. Il
Chad Turner Education Details
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Accounting -
Accounting -
Limestone Community High School
Frequently Asked Questions about Chad Turner
What company does Chad Turner work for?
Chad Turner works for Bank Of America
What is Chad Turner's role at the current company?
Chad Turner's current role is Managing Director.
What schools did Chad Turner attend?
Chad Turner attended Bradley University, Bradley University, Limestone Community High School.
Who are Chad Turner's colleagues?
Chad Turner's colleagues are Rocio Zambrano, Patrick Lemons, Du Bois Gloria, Thillai Anantham, Craig Seward, Vaibhav Darji, Joseph Sevan.
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Chad Turner
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