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JPMorganChase

Financial Planning and Analysis Data Transformation - Associate

Posted Yesterday
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Hybrid
Bengaluru, Bengaluru Urban, Karnataka
Senior level
Hybrid
Bengaluru, Bengaluru Urban, Karnataka
Senior level
Lead financial planning, forecasting, variance analysis, and management reporting for product areas. Build business cases, dashboards, and ad hoc reports; ensure data quality and controls; drive automation and process improvements; partner with business and senior management to provide insights and support decision-making and special projects.
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You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Finance team, you will spend each day defining, refining, and delivering budgeting, forecasting, and management reporting outcomes that support firmwide decision-making. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of forecasting and budgeting, including analysis of financial and business metrics and development of new reporting capabilities such as dashboards. You will analyze, prepare, and reconcile accounting and technical data, maintain financial and reporting systems, and drive automation and process improvements to streamline cycle times while supporting special projects as needed.

 

Job responsibilities 

  • Deliver efficiency reporting, analytics, and strategy, including location strategy, span of control, and related reporting.
  • Create financial business cases to support business initiatives.
  • Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytics needs.
  • Support delivery of FP&A data products, ensuring alignment between business needs, data models, and platform capabilities.
  • Design and enhance reports and dashboards to deliver financial results efficiently to senior leadership.
  • Strengthen controls and streamline processes by introducing automation where possible.
  • 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
     

 

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 6+ years of work experience, in Financial Services, and/or accounting/controller background
  • Proficient skills in SQL, Python and Databricks
  • 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 with often 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 TeamOur 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.

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