Financial Planning

**JOB DESCRIPTION**
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 Infrastructure Technology team, you will play a critical role in executing financial processes, analysis, and reporting. You will have the opportunity to partner with senior technology management and maintain strict governance across a large matrixed organization. Your work will directly impact our technology spend and efficiency metrics, providing you with a challenging and rewarding role.

**Responsibilities**:

- Supporting all financial processes and reporting, including month-end activities, actuals, budgeting, and analyzing factors driving infrastructure technology spend for CCB.
- Tracking overall technology spend and allocations to CCB Tech towers and business units, with a specific focus on infrastructure spending.
- Liaising with various stakeholders across Technology, Finance, and Corporate to understand the rationale behind allocations to CCB Lines of Business (LoB).
- Monitoring and tracking efficiency metrics for infrastructure spending within CCB Tech towers.
- Evaluating and flagging possible cost efficiencies and opportunities in Public Cloud and Private Cloud spending to support optimization efforts.
- Managing monthly leadership reporting for MBR, TLT, EMR, and supporting ad-hoc financial analysis for leadership reviews.
- Focusing on allocation methodology and indirect tech expenses allocated to technology and business units.
- Identifying and leveraging best practices from other CCB PXT F&BM groups.
- Recommending improvements for increased process and reporting efficiencies.
- Ensuring data integrity, accuracy, and timeliness in all financial reporting and presentations.
- Adhering to internal compliance policies and other business reporting requirements.

**Required qualifications, capabilities, and skills**
- Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 5 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 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
- Timing - 2:00pm to 11:00pm (may change for budget periods, adhocs and projects).

**Preferred qualifications, capabilities, and skills**
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- Experience with visualization and reporting tools such as Tableau preferred
- Knowledge of Tableau and Alteryx will be an added advantage

**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 serves our Chase customers through a range of financial services, including personal banking, credit cards, mor