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 recommending price. 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.
Job Responsibilities:
- Ensure reports are insightful and include commentary on key movements and watch items, proactively identifying trends and drivers to provide analytical inputs to customers.
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses.
- Produce pricing strategy presentations, recommendations, and analyses on the impact of price changes, along with supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative margin analyses, along with recommendations. Create, maintain, and review financial models and analyses, both recurring and ad-hoc.
- Conduct \"deep dive\" analyses on key issues impacting clients to determine root causes and propose solutions.
- Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.
- Leverage knowledge of Alteryx, Tableau, VBA, etc., as an added advantage.
- Focus on 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.
- Help 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:
- CA/ MBA (Finance) (or similar educational background) with minimum 7 years of post-qualification relevant experience in banking industry
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Strong analytical skills
- 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
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
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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Employees engage in a combination of remote and on-site work.