Financial Data Analysis

Job Description
DESCRIPTION:
Duties: Collect, process, analyze and deliver data to aid with decision-making, advisor scorecard tracking, and public reporting. Implement ETL processes to clean, transform, and preprocess financial data for analysis/reporting and drive business intelligence initiatives. Implement automation solutions for routine data processing tasks, reducing manual efforts and improving efficiency in handling financial data. Collaborate with cross functional teams and other stakeholders such as Product Controllers and CFOs to understand data requirements and provide effective technical solutions. Drive and monitor the monthly reporting process for public disclosure while establishing controls for financial reporting. Develop financial models to evaluate the impact of proposed changes, market impacts or strategies on the organization's financial performance. Identify opportunities for streamlining and optimizing financial processes to enhance efficiency, reduce costs and improve overall performance. Clearly and effectively communicate complex financial information and analysis to both technical and non-technical stakeholders. Partner with finance and tech teams to identify and resolve issues that come up in monthly reporting reviews. Define and track key performance indicators to assess financial performance, providing actionable insights to business finance managers and stakeholders. Work with cross-functional project teams, ensuring alignment with project goals, scope, timelines and drive the execution of platform modernization projects across MIS applications and infrastructure. Coordinate and conduct training sessions and knowledge transfer activities to ensure that finance teams are well-prepared for new processes or systems introduced through various projects impacting MIS data, applications, or infrastructure.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Information Technology & Management, Computer Science, Management Information Systems, Engineering or related field of study plus 1 year (12 months) of experience in the job offered or as Financial Data Analysis, Associate Projects, or related occupation.
Skills Required: This position requires experience with the following: troubleshooting data using SQL including identifying and fixing issues with database queries, stored procedures and query optimization; creating stored procedures in SQL to automate manual processes using variables, temp tables, update, inserts, joins, and indexes; creating variance analysis datasets in SQL to identify drivers of differences between two sets of data; developing automation solutions using SSIS, SSRS, and Alteryx to streamline financial workflows and reduce manual errors; implementing and monitoring ETL solutions using SSIS during production cycles to clean, transform and preprocess financial data for analysis and reporting; advanced Excel functions such as vlookup, xlookup, sumifs, countifs, concate, or index-match to handle large volumes of financial data for performing complex calculations involving multiple cells or ranges; creating dynamic pivot tables to summarize and analyze large data sets along with pivot table calculated fields; developing views using advanced charting techniques using data visualization in Tableau to create visually appealing and insightful financial dashboards and incorporating interactive elements and drill-down capabilities for detailed analysis.
Job Location: 575 Washington Blvd, Jersey City, NJ 07310.
Full-Time. Salary: $142,500 - $190,000 per year.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.