Finance & Business Management, Senior Associate

JPMorgan Chase • Plano, TX

77d

About The Position

JPMorgan Chase is a global leader in financial services, offering innovative solutions to help individuals, businesses, and communities achieve their goals. Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including 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. As a Senior Associate in the Finance & Business Management team, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, and delivery of management reporting. You will also develop new reporting capabilities and advise line of business CFOs on increasing profitability and efficiencies.

Requirements

• Bachelor's degree in Accounting or Finance.
• 4+ years of work experience in Financial Services, and/or accounting/controller background.
• 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.
• Ability to create ad hoc reporting for senior management.
• Proven track record for executing on special projects / assignments with often little lead time or information.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting.
• Conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Creating financial business cases supporting business initiatives.
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area.
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets.
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhancing controls and streamlining processes, introducing automation where possible.

What This Job Offers

• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree