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 Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.

Job Responsibilities :

• Support all financial processes and reporting, including month-end close, actuals, budgeting, forecasting, and variance analysis for various financial and headcount/resourcing metrics and scenarios within Data Tech F&BM.
• Deliver monthly reporting for Data Tech F&BM, incorporating ad-hoc views and providing insights to product F&BMs and Data Tech leadership.
• Provide headcount reporting and planning, manage requisitions and vendor relationships for Data Tech business managers across CCB, and maintain the cost center hierarchy and requested changes.
• Gain comprehensive knowledge and understanding of the Data Tech portfolio and its value to CCB and JPMC.
• Expand responsibilities to include allocation reporting, oversight, and analysis, as well as assistance with vendor spend and accruals in line with forecasts and recent spend approvals, and reporting on the status of business cases.
• Identify and leverage best practices from other CCB PXT F&BM groups.
• Perform ad-hoc financial analysis for senior management on a frequent basis.
• Identify opportunities and recommend improvements to increase 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 8+ 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

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)
• Knowledge of Tableau and Alteryx will be an added advantage
• Experience with visualization and reporting tools such as Tableau 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 Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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.