Associate - Financial Analysis
JPMorgan Chase · Posted Oct 21
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Chase Consumer & Community Bank Operations organizations support businesses serving more than 61 million consumers and 4 million small businesses across Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and U.S. wealth management. The Operations Finance team partners with senior Operations management and plays a central role in executing financial processes, analysis, and reporting while maintaining strict governance across a large matrixed organization. As a Financial Analysis professional, the role supports month-end, budget and forecast reporting, headcount and resourcing scenario development, variance analysis, and senior management reporting decks while driving process and reporting efficiency improvements.
What you will do
- 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 Operations PxT function of Operations business
- Provide headcount reporting for the CCB Operations PxT business and manage the cost center hierarchy and changes requested to the same
- Specific focus on Headcount Location strategy reporting for actual and budget
- Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and operations stakeholders (monthly Product owner / CTO-1 decks)
- Ability to identify and leverage best practices from other Ops 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 stakeholders 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
Skills used in this role
What the employer is looking for
- Bachelor’s degree required or CA/MBA degree required
- For Bachelor’s degree: 5–7 years’ experience in planning and analysis, financial management, or an accounting environment
- For CA/MBA: 3–5 years’ experience in planning and analysis, financial management, or an accounting environment
- Basic knowledge of Excel and PowerPoint
- 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 stakeholders at different locations at all levels, influence/handle difficult messages, and problem solve
- Detail oriented, able to complete reporting and analytics accurately, on a timely basis, and in a presentable manner
- Excellent written and verbal communication skills
- Ability 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
- Self-motivated team player who goes beyond immediate responsibilities
Preferred qualifications
- Degree in Finance, Accounting, or Economics
- Keen to learn visualization and reporting tools such as Tableau/QlikView
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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