Finance & Business Management - Associate

JPMorgan Chase & Co.•Plano, TX

About The Position

Global Private Bank Finance and Business Management has a new opening for an Associate. As a Finance and Business Management Associate within Global Private Bank Finance and Business Management, you will report to the Headcount & Expense Lead and provide consolidated financial analysis and reporting focused on expenses and allocations. As a leader in overall expense reporting, you will coordinate across regional and India-based Finance teams, analyze financial and business metrics, deliver management reporting, enhance reporting initiatives, and develop ad-hoc business performance analyses. You will also serve as a key liaison between regional teams and U.S. partners in Global Private Bank/Asset and Wealth Management Planning & Analysis.

Requirements

Bachelor’s degree in Accounting, Finance or a related discipline
3 plus years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
Experience leading projects, dealing with competing priorities
Ability to distill complex information in a clear and concise way
Advanced skills in Excel and PowerPoint

Nice To Haves

Professional certifications such as CFA or CPA
Working knowledge of Alteryx , SQL, Tableau, Anaplan and Thoughtspot

Responsibilities

Conduct comprehensive financial analysis and variance analysis on expense trends
Act as the owner of our allocation model which pushes costs from support groups to the front office using a series of drivers centered around assets, revenue, and other key metrics
Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
Act as a lead in future projects to modernize our forecasting process including using tools such as Anaplan
Maintain control and direct movement of organization hierarchy across the line of business
Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
Own, transform and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights