Asset and Wealth Management Central P&A

JOB DESCRIPTION

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

As a Financial Analysis analyst in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will partner across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and coordinate key financial processes.

In this role, you will be responsible for one of our core financial measures—such as revenues, expenses, headcount, or profitability modeling. You will deliver value-added financial reporting and analysis, support strategic direction and decision-making, and provide leadership across FP&A teams. You will also interact regularly with FP&A Managers, line of business CFOs, and peers across Finance & Business Management to advise on increasing profitability and efficiencies.

Job responsibilities

• Act as Expense Exception Approver (EEA) for the business, reviewing expense exceptions and taking appropriate action
• Ensure adherence to expense policies
• Assist in expense reviews by calculating and consolidating month-end results, forecasting for the remainder of the year, and budgeting for future years
• Perform variance analysis to identify key drivers of results and provide commentary explaining changes from prior forecasts or budgets
• Produce weekly, monthly, quarterly, and ad hoc reports on results and drivers for senior management
• Enhance controls and streamline processes by introducing automation where possible
• Drive global consistency and create synergies across the team through project work

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint along with hands-on experience of Expense applications such as concur, Ariba, etc.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.