Financial Analysis

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

As a Planning & Analysis Associate within our Global Tech team at J.P. Morgan, you will spend each day managing the total expense base and performing analysis of financial Budget & Forecast. You will actively participate in business management functions and promote improvements, enhancing controls and streamlining processes. Your role will be integral to our success, contributing to our mission of providing strategic advice and products to prominent corporations, governments, and team members worldwide.

**Responsibilities**:

- Manage the total expense base and perform comprehensive analysis of the financial budget and forecast for the designated Technology group within Global Tech, encompassing direct and indirect expenses as well as vendor expense management.
- Develop, consolidate, and present insightful qualitative and quantitative financial analysis, including annual budgets, quarterly and monthly forecast variances, while understanding key business drivers.
- Participate in business management functions such as workforce management, headcount location planning, and other non-financial metrics for the Technology group.
- Work on create PowerPoint presentations, dashboards, and other reporting materials for clients and the Finance & Business Management team.
- Drive improvements, enhance controls, and streamline processes by introducing automation where possible.
- Build and maintain relationships with both the Regional and Global Technology F&BM community and key service providers across IT lines of business, as well as enterprise functions like human resources, finance, legal, and vendor management.

**Required qualifications, capabilities and skills**
- Minimum of 7 years of financial / accounting & business management / FP&A experience
- Bachelor’s / Master’s degree in Business, Finance, Accounting or Intermediate/Final qualified CA, CWA or CS
- Advanced skills in Microsoft Office (MSExcel and PowerPoint) and Essbase
- Strong relationship management skills to interface with various stakeholders
- 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 necessary

**Preferred qualifications, capabilities, and skills**
- Prior work experience in Corporate finance / Technology finance preferred
- Working knowledge on Tableau and Alteryx will be an added advantage
- Experience with financial systems (Ariba, Beeline, SAP, Essbase) preferred

**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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.