Financial Analysis

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

As a Financial Associate within our Finance team, you will be tasked with defining, refining, and achieving set objectives for our firm on a daily basis. Your role will involve supporting the Consumer and Community Banking businesses, which cater to over 61 million consumers and 4 million small businesses across various sectors including Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and US Wealth Management. Your responsibilities will include collaborating with senior technology management and playing a pivotal role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. A significant part of your role will be focused on Allocation Process Management. Possessing strong technical skills, knowledge of financial systems and related process workflows, and the ability to simplify and analyze large data sets to narrate the story behind the financials will be crucial for this role.

**Role and Responsibilities**:

- Support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, as well as variance analysis for the P&A function of the Technology business.
- Dive deep into the Cost Allocations process and ensure reports are insightful, containing commentary on key movements and watch items.
- Create financial review decks for senior management that clearly articulate the financial story and strategy to the F&BM and technology stakeholders.
- Identify and leverage best practices from other tech F&BM groups.
- Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics.
- Provide ad-hoc financial analysis to senior management on a frequent basis.
- Identify opportunities and recommend improvements for increased process and reporting efficiencies.
- Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.
- Adhere to internal compliance policies and other business reporting requirements.

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

- Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 10+ years of post-qualification experience
- Experience in planning and analysis/financial management / accounting environment.
- 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, capabilities, and skills**:

- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx.

**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 FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**

Our Consumer & Community Banking division se