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. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will also be 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:
- Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analyses on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Conduct efficiency reporting, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.
- Create financial business cases to support business initiatives.
- Report on and monitor 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 results and present commentary to senior managers, explaining changes from prior forecasts and budgets.
- Design new reports and dashboards to efficiently deliver financial results to senior management.
- Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills:
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- Minimum 3 years of work experience
- Advanced skills in Excel and PowerPoint. Ability to create ad hoc reporting for senior management
- 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
- 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:
- Experience preferably in Financial Services, and/or accounting/controller background
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.
