Financial Analysis - Associate

4 days left

JPMorgan Chase & Co.
Mar 14, 2024
Apr 27, 2024
Work Mode
Full Time
Organization Type
JobID: 210486827

Category: Financial Analysis

JobSchedule: Full time

Posted Date: 2024-03-11T09:39:39+00:00

JobShift: Mid-Day


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

As the Financial Analysis professional in our Corporate Sector, you will spend each day defining, refining and delivering set goals for our firm

Firmwide Planning & Analysis team is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Firmwide Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

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 effecting 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:
  • Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Role includes allocation of cost to rationalize the profitability of the business. Creating annual budget, periodic forecasting and analysis of variances to the plan
  • Establishing Budget, Forecast and Actuals of all centers in accordance with different Corporate methodologies. Ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
  • Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives. Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management. Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management. Enhancing controls and streamlining processes, introducing automation where possible. Accurately aligning the costs incurred while providing internal services to intended beneficiaries

Required qualifications, capabilities, and skills:
  • Post Graduate degree (MBA , CA) in Accounting, Finance or a subject of a technical nature
  • 8+ years of work experience, preferably in Financial Services, and/or accounting/controller background. Advanced skills in Excel and PowerPoint
  • Working knowledge of Alteryx and Tableau. Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers. Strong verbal and written communication skills, with the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management. Proven track record for executing on special projects / assignments, often with little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines. Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Highly motivated self-starter with excellent time management/prioritization skills. Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities, and skills:
  • Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
  • Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
  • Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically. Strong Written and Oral communication