Financial Planning

Job Category Financial Analysis You are a strategic thinker passionate about driving solutions in financial analysis You have found the right team As a Financial Planning Analysis Associate within our dynamic team you will play a pivotal role in partnering across the firm to deliver insightful financial and strategic analysis Your responsibilities will encompass oversight and coordination of budgeting and forecasting processes ensuring robust financial control and conducting in-depth analysis of financial and business metrics You will also be tasked with the delivery of regular management reports and the development of innovative reporting capabilities such as dashboards Your role will involve advising line of business CFOs on strategies to enhance profitability and operational efficiency You will be expected to analyze prepare and reconcile accounting and technical data and generate comprehensive reports while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement Furthermore you will contribute to the development of recommendations that impact business procedures and operations and maintain our financial and reporting systems You may also be called upon to assist the department and other team members with special projects or components of larger projects as required Job Responsibilities Managing annual and continual financial planning activities for product areas providing business rationale and decisions for all month-end financial performance and forecasting Conducting reviews and analysis on product financial performance consumption demand planning budgeting billing trends and exception reports Reporting on efficiency analytics and strategy including but not limited to location strategy span of control reporting and analytics Creating financial business cases to support business initiatives Monitoring and reporting on key metrics driving data quality initiatives across the product area and helping define future needs of the product area Developing and tracking performance metrics creating presentations and providing financial analysis on various topics to senior management Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers explaining changes from prior forecasts budgets Designing new reports and dashboards to efficiently deliver financial results to senior management Enhancing controls and streamlining processes introducing automation where possible Required qualifications capabilities and skills Bachelor s degree in Accounting Finance or a subject of a technical nature Advanced skills in Excel and PowerPoint Proficiency with data mining gathering and manipulation of data sets Inquisitive enthusiastic and diligent and capable of challenging peers Strong verbal and written communication skills with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects assignments often with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business Finance and FP A Teams Highly motivated self-starter with excellent time management prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications capabilities and skills Minimum 3 years of work experience preferably in Financial Services and or accounting controller background About Us 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 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 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 growth and have the most-used digital solutions - all while ranking first in customer satisfaction Global Finance Business Management works 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 teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet