The Financial Analyst will manage financial planning, conduct financial performance reviews, create reports and dashboards, and enhance financial processes and controls.
Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Financial Planning and Analysis (FP&A) team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the organization to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Your responsibilities will include financial control, forecasting and budgeting, analyzing financial and business metrics, and delivering management reporting on a weekly, monthly, and quarterly basis. You will also develop new reporting capabilities, such as dashboards, and advise line of business CFOs on strategies to increase profitability and efficiencies.
In your role, you will analyze, prepare, and reconcile accounting and technical data, while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement. You will help develop recommendations that impact business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and team members with special projects or components
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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Financial Planning and Analysis (FP&A) team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the organization to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Your responsibilities will include financial control, forecasting and budgeting, analyzing financial and business metrics, and delivering management reporting on a weekly, monthly, and quarterly basis. You will also develop new reporting capabilities, such as dashboards, and advise line of business CFOs on strategies to increase profitability and efficiencies.
In your role, you will analyze, prepare, and reconcile accounting and technical data, while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement. You will help develop recommendations that impact business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and team members with special projects or components
Job responsibilities
- Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
- Create financial business cases to support business initiatives.
- Monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
- Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
- Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
- 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
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- 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
- 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
Preferred qualifications, capabilities, and skills
- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Highly motivated self-starter with excellent time management/prioritization 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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Excel
PowerPoint
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