Financial Analysis Specialist

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

This is an exciting opportunity to join our dynamic organization as a Financial Analyst, where you will play a critical role in executing financial processes, analysis, and reporting. You will partner with senior technology management to maintain strict governance across a large matrixed organization, providing insights and recommendations to senior management.

The key responsibilities of this role include:

• Support all financial processes and reporting, including month-end close, actuals, budgeting, forecasting, and variance analysis for various financial and headcount/resourcing metrics and scenarios within our organization.
• Provide monthly reporting for our organization, incorporating ad-hoc views and delivering insights to product F&BMs and leadership.
• Prepare headcount walk forwards, including in-seats, open requisitions, known leavers, and estimated attrition, compared to approved forecasts. Deliver product-level and US/India split views to assist in managing expense impacts and assessing risks and opportunities against the latest budget or forecast.
• Deliver headcount reporting and planning, manage requisitions and vendor relationships for business managers across CCB, and maintain the cost center hierarchy and requested changes.
• Assist our organization with workforce position and requisition tracking.
• Take on responsibility for bi-weekly and monthly headcount reporting from our team.
• Gain comprehensive knowledge and understanding of our portfolio and its value to CCB and JPMC.
• Identify and leverage best practices from other PXT F&BM groups.
• Provide ad-hoc financial analysis to senior management on a frequent basis.
• Identify opportunities and recommend improvements to increase process and reporting efficiencies.
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.

Key skills and qualifications for this role include:

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 6+ years of post-qualification experience.
• Strong financial analytical skills - Fusion of Finance and Data Capabilities.
• Excellent partnering skills. Ability to multi-task and work autonomously within a team environment.
• Ability to research issues/problems and provide a 'solution-based' approach.
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management.
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way.
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts.
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner.
• Excellent written and verbal communication skills a must.
• Individual must be able to work independently as well as in a team situation.
• Excellent time management skills and ability to multi task and handle competing priorities under pressure.
• Self-motivated individual to go beyond immediate responsibilities.

Preferred qualifications for this role include:

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable.
• Experience with visualization and reporting tools such as Tableau preferred.
• Timing - flexible hours.
• Knowledge of Tableau and Alteryx will be an added advantage.

Our organization recognizes 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.