Central P&A Senior Associate - Global Private Bank

JPMorganChase • Plano, TX

22h • Onsite

About The Position

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. The role involves analyzing, preparing, and reconciling accounting and technical data, preparing reports, and streamlining processes through automated applications and process improvement. The Senior Associate will help develop recommendations affecting business procedures and operations and maintain financial and reporting systems, assisting with special projects as needed. As a Senior Associate on the Global Private Bank financial analysis team, responsibilities include financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. This role is part of the central Financial Planning & Analysis (FP&A) team, offering broad exposure to Asset & Wealth Management's revenue and expense drivers. The individual will interact within FP&A teams, across the Finance & Business Management function, and with peers and management across the business.

Requirements

• Bachelor's degree in Business, Accounting, Finance or a subject of a technical nature
• 5+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
• Strong financial acumen with deep understanding of budgeting, forecasting, variance analysis, and financial modeling.
• Intermediate proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Strong verbal and written communication skills with the ability to articulate complex issues clearly; comfortable communicating with all levels of the organization including C-Suite and Executive levels
• Exceptional attention to detail and accuracy, with the ability to manage large datasets and ensure data integrity.
• Proven ability to work cross-functionally and build relationships across teams and organizational levels, including senior leadership and executive stakeholders.
• Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast-paced environment.
• Strong organizational skills and a proactive, self-starter approach with a continuous improvement mindset.
• To be eligible for this role, you must be authorized to work in the United States.
• Candidates must be able to work in our offices full-time (5 days).

Responsibilities

• Calculate and consolidate month-end results, forecast for the remainder of the year, and budget for future years
• Manage strong partnership with global teams across the organization
• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets/time periods
• Produce weekly/monthly/quarterly and ad-hoc reporting of the results and drivers for senior management with an enhanced focus on reporting dashboards
• Enhance controls and streamline processes, introducing automation where possible
• Manage reporting oversight ensuring deadlines are met and that reporting is accurate and timely
• Work on projects to drive global consistency and create synergies across the team

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees