As a Financial Analysis Associate, you will conduct financial analysis, budget oversight, and reporting, partnering with other finance teams for strategic insights.
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. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial and business metrics, delivery of weekly, monthly, and quarterly management reporting, development of new reporting capabilities such as dashboards, and advising line of business CFOs on how to increase profitability and efficiencies.
In this role, you will have the opportunity to work with our FP&A teams on financial control, forecasting and budgeting, and analysis of financial and business metrics, while contributing to the firm's overall financial strategy and success.
Job Responsibilities
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
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.
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. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial and business metrics, delivery of weekly, monthly, and quarterly management reporting, development of new reporting capabilities such as dashboards, and advising line of business CFOs on how to increase profitability and efficiencies.
In this role, you will have the opportunity to work with our FP&A teams on financial control, forecasting and budgeting, and analysis of financial and business metrics, while contributing to the firm's overall financial strategy and success.
Job Responsibilities
- Oversee annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Review Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
- Create financial business cases supporting business initiatives
- Report and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
- Help design new reports and dashboards to efficiently deliver the financial results to senior management and Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- 3+ years of work experience in Financial Services, and/or accounting/controller background
- Advanced skills in Excel and PowerPoint
- 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
- 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
Preferred qualifications, capabilities and skills
- 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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
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
Excel
PowerPoint
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