Planning & Analysis- Associate

JOB DESCRIPTION

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

As a Planning & analysis Associate within our Finance Team, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities

• Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.
• Create financial business cases to support business initiatives.
• Monitor and report on key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• Minimum 2 years finance and/or accounting experience
• Bachelor's degree in Finance is required
• Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
• Strong interpersonal skills and ability to work across a highly matrixed cross functional organization
• Ability to communicate to leadership in a concise and effective manner both verbally and written
• Be a team player who shows commitment and dedication while maintaining a positive attitude and high level of performance on time-sensitive initiatives
• Highly proficient with Microsoft Office suite (emphasis on PowerPoint and Excel)

Preferred qualifications, capabilities, and skills

Knowledge of SQL and Alteryx is a plus

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.