Financial Analysis

6 months ago

Varthur Bengaluru Karnataka, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.

As the Financial Control professional in our Consumer & Community Banking, you will spend each day defining, refining and delivering set goals for our firm

You will be a member of the Marketing Investment Analytics team within Consumer and Community Banking (CCB) business supporting the Card marketing groups and finance functions. This team provides strategic guidance on marketing spend relating to credit card business.

You will help support the marketing and finance teams in all aspects of business. You will use Excel, PowerPoint and Tableau in conjunction with JPMorgan's financial tools to create meaningful reports and analysis. Excellent ability to understand business financials, juggle shifting priorities and connect the dots and excellent communication skills are the key to success in this role. You will be an individual contributor and will be expected to leverage your experience and expertise to work closely with the wider team to add value to the team and business.

**Responsibilities**:

- Perform detailed analysis and report deferred marketing expenses to accounting team - a highly critical process for meeting the FAS91 submissions for marketing expense accrual accounting
- Assume responsibility for the spend queue, and ensuring timely and accurate processing. Provide an ongoing support and guidance for effective utilization of spend tool to users
- Create, analyze and maintain budgeting templates for marketing team across the card busines. Partner with the MIS team to evaluate and report the segmented view of Marketing expenses
- Independently own and report the year to date marketing expenses and the left to spend for marketing CFO teams
- Partner with marketing and business teams for project code creation for newly acquired marketing relationships. Provide informative business financial information and coordinate marketing budget planning and management
- Partner with stakeholders to resolve the project code fall outs as part of reconciliation effort of marketing spend
- Partner effectively with finance, marketing teams and CFOs
- Present results and recommendations clearly and concisely. Keep working procedures up to date, Identify and undertake process automation efforts and implement changes as needed
- Streamline spend-related workflows to enhance operational efficiency

**Required qualifications, capabilities, and skills**:

- Bachelor’s degree required
- Minimum 5-7 years’ experience in client management and marketing expense reporting
- Excellent communication and presentations skills across various stakeholders and senior management
- Intermediate/Advanced experience using Microsoft Office, including Excel, Visio and PowerPoint
- Strong organizational and prioritization skills, detail-oriented and strong interpersonal skills
- Ability to deal with different stakeholder groups to elicit business requirements, procedures, and processes
- Ability to work in a high paced environment, be flexible, follow tight deadlines, organize and prioritize work
- Be a team player who shows commitment and dedication, and can maintain a positive attitude and high-level of performance on high-profile/time-sensitive initiatives

**Preferred qualifications, capabilities, and skills**:

- Tableau, Alteryx will be an added advantage

**ABOUT US**

JPMorgan Chase & Co., 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 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.

**ABOUT THE TEAM**

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit grow

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