Job Description
You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.
As a Planning and Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will majorly focus on financial management across Home Lending & Auto PXT Finance including detailed research and analysis of direct and indirect costs and articulating financial drivers with commentary & solutions to stakeholders. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role.
Job Responsibilities :
- Support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount metrics and scenarios/views, encompassing general ledger, program/project, taxonomy, product, application, allocations, and business case financials for the Home Lending PXT Finance teams.
- Deep-dive into tech expenses by breaking down costs into applications, investments, overhead, and corporate expenses. Budget for HL & Auto Tech owned apps and investments through a billing key process by identifying beneficiaries/users. Analyze GTI end-user consumables expenses from a rate-volume perspective.
- Analyze GTI application infrastructure expenses using data from internal sources like MARS & Keystone, and conduct monthly meetings with iCTOs to understand and identify variance drivers.
- Collaborate closely with business, technology, and finance partners across JPMC. Evaluate and implement forecast improvements and track technology allocations from various groups.
- Engage closely in technology expense reduction activities for Home Lending & Auto, regularly tracking product costs and identifying drivers/opportunities impacting costs, app decommissions, and billing key changes. Demystify corporate expenses, including Corp. Tech, CIB, and Cyber. Analyze and respond to ad-hoc queries pertaining to technology and related costs.
- Create decks for senior management that clearly articulate the financial story/strategy to F&BM and technology stakeholders, including CIO, CFO, and CEO. Establish linkage and full understanding of cross-product impacts, ensuring connectivity to other product portfolios and JPMC LOBs. Establish a product P&L while ensuring expense optimization and controls across the portfolio.
- Identify and leverage best practices across CCB tech reports and analysis.
- Learn analytical and reporting tools like Tableau and Alteryx, identifying potential opportunities for automation or process improvements.
- Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics.
- Identify opportunities and recommend improvements for increased process and reporting efficiencies.
- Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements.
Required qualifications, capabilities, and skills
- Bachelor's degree required
- Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
- Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
- Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
- Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
- Excellent written and verbal communication skills a must
- Individual must be able to work independently as well as in a team situation
- Excellent time management skills and ability to multitask and handle competing priorities under pressure
- Self-motivated individual to go beyond immediate responsibilities
Preferred qualifications, capabilities, and skills
- Experience with visualization and reporting tools such as Tableau preferred
- Ability to work with large data sets and perform data mining using analytical tools (some experience of SQL etc. would be helpful)
- Degree in Finance, Accounting or Economics preferred. In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- Minimum 7 years' experience in planning and analysis/ financial management / accounting environment with previous experience supporting Technology organizations 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.
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.
