Planning & Analysis- Associate

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

As a Planning & Analysis Associate in our Finance team, you will have the opportunity to define, refine, and deliver set goals for our firm. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for Trust & Security PXT. This role will allow you to leverage your experience in Design, Data & Analytics, and Technology within a large matrixed organization.

**Responsibilities**:

- Manage continual financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, along with variance analysis, while providing business rationale for the full Trust & Security PXT financial performance and forecasting.
- Support the Trust and Security PXT Finance team with monthly reporting, incorporating ad-hoc views, and provide insights across direct and allocation expenses to product F&BMs and Trust & Security leadership.
- Ensure reports are insightful and contain commentary on key movements and watch items.
- Provide headcount reporting and planning with requisitions management and vendor management for the respective business managers for Trust & Security business across PXT, and manage the cost center hierarchy and changes requested to the same.
- Take on responsibility for bi-weekly/monthly headcount reporting from the Trust & Security PXT team, inclusive of named joiners and known leavers.
- Help design new reports and dashboards to efficiently deliver the financial results to senior management, enhancing controls and streamlining processes, and introducing automation where possible. Prepare insightful, high-quality Senior Management presentations.
- Gain overall knowledge and understanding of the Trust & Security portfolio and its value to CCB and JPMC.
- Manage allocation reporting/oversight/analysis, assist with vendor spends and accruals in line with forecast and recent spend approvals, and report on the status of business cases.
- Identify and leverage best practices from other PXT F&BM groups.
- Provide ad-hoc financial analysis to senior management on a frequent basis, identifying opportunities and recommending improvements for increased process and reporting efficiencies.
- Ensure 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 6 years of post-qualification experience
- Strong financial analytical skills - Fusion of Finance and Data Capabilities. Strong Team Management Skills
- 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

**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