As a Financial Analysis Associate, you will produce performance review materials, provide insights on business performance, develop reporting decks, and identify process improvements while managing stakeholder expectations.
Job Description
JPMorgan Chase & Co., a historic leader in financial services, offers innovative solutions to millions of consumers, small businesses, and major global clients. With over 200 years of experience, we excel in investment banking, consumer banking, and asset management. Our diverse workforce is our strength, fostering an inclusive environment as an equal opportunity employer. With $4.6 trillion in assets, we lead in financial services, and our Consumer & Community Banking division excels in credit card sales and digital solutions. Global Finance & Business Management India supports our global operations, promoting growth and efficiency.
As a Financial Analysis- Associate within the Business Banking team under Consumer and Community Banking (CCB), you will produce Field performance review materials and decks for senior business management leads. You will provide commentary and insights on business performance, support multiple ad hoc requests, and play a key role in developing new reporting decks. You will also challenge the status quo by identifying process improvement opportunities and promote automation and simplification of processes using strategic tools like Tableau and Alteryx. Your role will involve effective stakeholder management and enhancing controls in collaboration with central teams.
Job Responsibilities
• Produce Field performance review materials and decks to an audience that includes senior business management leads, Business Leaders heading various levels within the Branch network hierarchy. The reports contain updates / trends of headcount, performance metrics and financial numbers with comparisons to Budgets, targets and previous year trends.
• Provide commentary and insights on business performance facilitating discussions on exceptions in trends and other focus areas and bringing the same to management attention.
• Play a key role in conceptualizing and developing new reporting decks for tracking and driving performance around various field initiatives.
• Support multiple ad hoc requests from the Business and Senior Management in line with their expectations. The adhocs range from understanding and commenting on trends in performance to deep dives that help provide insights to business about field performance including progress on key strategic initiatives.
• Challenge status quo and identify process improvement opportunities.
• Constantly look at opportunities to drive automation and simplification of processes leveraging strategic tools of the firm (Tableau, Alteryx etc)
• Effective stakeholder management through understanding expectations of various US leads and ensuring we meet and exceed expectations in our delivery.
• Enhancing controls and collaborate with central teams in monitoring and fine tuning data in the data infrastructure
• Handle adhoc requests relating to field performance trends, strategic initiatives
Required qualifications, capabilities, and skills
• CA/MBA (Finance) with 5+ years of post-qualification experience with specialized experience in Financial Planning and Analysis, Business Finance, Field Performance reporting
• Excellent communication skills (both verbal and written) and partnering skills
• Strong analytical skills and attention to detail and able to work on large data volume
• Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• Adaptable to change and ambiguity in the work environment
• Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Preferred qualifications, capabilities, and skills
• Strong knowledge of SQL is highly preferred
• Knowledge of Data Visualization tools like Tableau or Analytical tools like Alteryx is preferred
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 Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
JPMorgan Chase & Co., a historic leader in financial services, offers innovative solutions to millions of consumers, small businesses, and major global clients. With over 200 years of experience, we excel in investment banking, consumer banking, and asset management. Our diverse workforce is our strength, fostering an inclusive environment as an equal opportunity employer. With $4.6 trillion in assets, we lead in financial services, and our Consumer & Community Banking division excels in credit card sales and digital solutions. Global Finance & Business Management India supports our global operations, promoting growth and efficiency.
As a Financial Analysis- Associate within the Business Banking team under Consumer and Community Banking (CCB), you will produce Field performance review materials and decks for senior business management leads. You will provide commentary and insights on business performance, support multiple ad hoc requests, and play a key role in developing new reporting decks. You will also challenge the status quo by identifying process improvement opportunities and promote automation and simplification of processes using strategic tools like Tableau and Alteryx. Your role will involve effective stakeholder management and enhancing controls in collaboration with central teams.
Job Responsibilities
• Produce Field performance review materials and decks to an audience that includes senior business management leads, Business Leaders heading various levels within the Branch network hierarchy. The reports contain updates / trends of headcount, performance metrics and financial numbers with comparisons to Budgets, targets and previous year trends.
• Provide commentary and insights on business performance facilitating discussions on exceptions in trends and other focus areas and bringing the same to management attention.
• Play a key role in conceptualizing and developing new reporting decks for tracking and driving performance around various field initiatives.
• Support multiple ad hoc requests from the Business and Senior Management in line with their expectations. The adhocs range from understanding and commenting on trends in performance to deep dives that help provide insights to business about field performance including progress on key strategic initiatives.
• Challenge status quo and identify process improvement opportunities.
• Constantly look at opportunities to drive automation and simplification of processes leveraging strategic tools of the firm (Tableau, Alteryx etc)
• Effective stakeholder management through understanding expectations of various US leads and ensuring we meet and exceed expectations in our delivery.
• Enhancing controls and collaborate with central teams in monitoring and fine tuning data in the data infrastructure
• Handle adhoc requests relating to field performance trends, strategic initiatives
Required qualifications, capabilities, and skills
• CA/MBA (Finance) with 5+ years of post-qualification experience with specialized experience in Financial Planning and Analysis, Business Finance, Field Performance reporting
• Excellent communication skills (both verbal and written) and partnering skills
• Strong analytical skills and attention to detail and able to work on large data volume
• Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• Adaptable to change and ambiguity in the work environment
• Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)
Preferred qualifications, capabilities, and skills
• Strong knowledge of SQL is highly preferred
• Knowledge of Data Visualization tools like Tableau or Analytical tools like Alteryx is preferred
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 Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Top Skills
Alteryx
Excel
PowerPoint
SQL
Tableau
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