JPMorganChase
Financial Planning and Analysis - Data Transformation -Associate
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst / Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams support a broad range of responsibilities, including financial control; forecasting and budgeting; analysis of financial and business performance metrics; delivery of weekly, monthly, and quarterly management reporting; development of enhanced reporting capabilities (e.g., dashboards); and advising line of business CFOs on opportunities to improve profitability and efficiency.
You will also analyze, prepare, and reconcile accounting and technical data and produce clear, actionable reports. You will continuously look for ways to streamline processes, reduce cycle times, and improve accuracy through automation and process improvement. In addition, you will help develop recommendations that influence business procedures and operating practices, maintain financial and reporting systems, and support the team with special projects and other priority initiatives as needed.
Job responsibilities
- Manage annual and ongoing financial planning for product areas, including month-end performance, forecasting, consumption/demand planning, budgeting, billing, trend reviews, and exception reporting.
- Deliver efficiency reporting, analytics, and strategy outputs, including location strategy, span of control, and related reporting.
- Create financial business cases to support business initiatives and investment decisions.
- Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytical needs.
- Develop and track performance metrics and produce executive-ready presentations and financial analysis for senior management.
- Perform variance analysis to identify key drivers and provide clear commentary on changes versus prior forecasts and budgets.
- Design and enhance reports and dashboards to deliver financial results efficiently to senior leadership.
- Strengthen controls and streamline processes by 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
- Experience in SQL and Databricks is a must
- Proficiency with data mining/gathering and manipulation of data sets
- Support delivery of FP&A data products ensuring alignment between business needs, data models, and platform capabilities
- Partner with business stakeholders and technology teams to help define requirements, and support lake product owners to drive implementation of scalable data solutions
- Support delivery governance across the lifecycle, including dependency management, risk tracking, release readiness, and ensuring timely execution of committed milestones
- Ensure data quality, stability, and reliability of the product by establishing validation strategies, monitoring health metrics, and driving continuous improvements
- Perform functional testing for newly added features as well as regression testing of existing features, with any new prod release.
- Coordinate and track User Acceptance testing, and signoffs across preprod and prod releases. Drive issue triage, defect follow-ups, and stakeholder communication during testing cycles.
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.
