Financial Analysis - Associate

JPMorgan Chase & Co.
May 16, 2024
May 26, 2024
Work Mode
Work from office
Full Time
Organization Type
JobID: 210516340

Category: Financial Analysis

JobSchedule: Full time

Posted Date: 2024-05-13T14:45:46+00:00



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

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

The Chase Consumer & Community Bank (CCB) Technology & Digital organizations provide support for the CCB businesses which serve more than 61 million consumers and 4 million small businesses across Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and US WM. The CCB PXT Finance team is responsible for partnering and supporting with senior technology management and plays a critical central role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. This role will majorly focus on Allocation Process Management. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role.

Job Responsibilities :
  • Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the P&A function of Technology business
  • Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholders
  • Ability to identify and leverage best practices from other tech F&BM groups
  • Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
  • Provide ad-hoc financial analysis to senior management on a frequent basis
  • Identify opportunities and recommend improvements for increased 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 10+ years of post-qualification experience
  • Experience in planning and analysis/financial management / accounting environment.
  • In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx.
  • 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

Preferred qualifications, capabilities, and skills
  • In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable