Finance Planning & Analysis - Associate

Posted Yesterday
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Bengaluru, Karnataka
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves producing timely management reports, handling adhoc reporting requests, providing insightful commentary, supporting budgeting processes, and contributing to regulatory reporting and efficiency improvements. The position requires strong communication and initiative while managing multiple priorities.
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Job Description
You are a strategic thinker passionate about driving solutions in financial analysis . You have found the right team.
As a Global Finance and Business Management Specialist within the Business Banking sub lob, you will be responsible for delivering key management reports, handling adhoc reporting requests, providing insightful commentary in reports, playing a key role in producing the Budget decks, supporting CCAR, Risk Appetite and other regulatory reporting processes, and continuously looking at opportunities to simplify / automate / Dashboard BAU processes.
Job Responsibilities:

  • Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
  • Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
  • Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
  • Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
  • Handle month close related deliverables including review decks and walks.
  • Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate.
  • Support Investor Day, and earnings-related processes as required
  • Continuously look at opportunities to simplify / automate / Dashboard BAU processes


Skills / Competencies Needed/Education Qualifications:

  • Proven ability to take initiative, influence others, and achieve results
  • Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
  • Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
  • CA / MBA / CWA with 5+ years of experience in financial planning and analysis
  • Strong knowledge of Excel and Powerpoint
  • Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions


Preferred qualifications, capabilities, and skills:

  • Knowledge and experience of SQL, Python, Data Science, Artificial Intelligence and Machine Learning would be 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.

Top Skills

Python
SQL

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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Typical time on-site: Flexible
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