Financial Analysis - Card PxT Central Reporting - Senior Associate

JPMorganChase•Wilmington, NC

About The Position

Join our Card PXT Finance team for an exciting opportunity to drive key initiatives, provide strategic financial analysis & reporting, oversee and coordinate the budgeting and forecasting process, and be a trusted advisor to our Business leaders. Our team is 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 Card Finance Analytics, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always considering ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. This role supports the Card Technology and Product businesses across all aspects of financial planning, headcount management and location strategy, while regularly interfacing with applicable business managers and P&A teams.

Requirements

Bachelor’s degree in Finance, Accounting, or a subject of a technical nature
4+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting or Controller background
Advanced skills in Excel and PowerPoint
Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders
Proficiency with data mining/gathering and manipulation of data sets; strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Inquisitive, enthusiastic, and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management and proven track record for executing on special projects / assignments with often little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Nice To Haves

Experience in Product or Technology Finance
Experience with Essbase

Responsibilities

Manage 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.
Perform efficiency reporting, analytics, and strategy, including but not limited to, location strategy, span of control, reporting and analytics.
Create financial business cases supporting business initiatives.
Report on and monitor key metrics, driving data quality initiatives across the product area, and help define future needs of the product area.
Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets.
Enhance controls and streamline processes, introducing automation where possible, and help design new reports and dashboards to efficiently deliver financial results to senior management.
Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.
Manage and deliver key work streams and tasks, and communicate effectively with key business partners to understand projects and drive next steps.
Collect and maintain internal resources and documentation on collaboration sites, like SharePoint.
Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.