Financial Analysis - Senior Associate

JPMorgan Chase & Co.•Columbus, OH

About The Position

Join our Financial Analysis team to shape strategy and performance across the firm—own budgeting and forecasting, build insightful dashboards, and advise CFOs to boost profitability and efficiency. You’ll lead product cost modeling and pricing, streamline processes through automation, and deliver executive-ready analyses that drive smarter, faster decisions. As the Financial Analysis Associate, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis 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 Chief Financial Officers on how to increase profitability and efficiencies. You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising 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.

Requirements

Bachelor’s degree in Accounting, Finance or a subject of a technical nature
3+ years of work experience
Intermediate to advanced proficiency in Excel / spreadsheet skills
Proficiency with data mining/gathering and manipulation of data sets
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
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and Finance Planning & Analysis Teams
Highly motivated self-starter with excellent time management/prioritization skills
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Nice To Haves

Work experience in Financial Services, and/or finance background
Cost modeling or activity based costing experience
Alteryx experience

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
Assist with team workflow and responsibilities on monthly activities, special projects and annual processes
Establish and maintain strong relationships with IT partners to provide ongoing governance, financial best practices and guidance
Enabling product strategy development and business decisions with product owners for their technology products and services
Report on and monitor key metrics, drive data quality initiatives across the product area and help define future needs of the product area
Manage total cost of ownership product calculation, product margin, and effective rates through use of industry standard tool sets
Deliver annual product and pricing changes end-to-end including introduction/retirement of products and analyzing the impact to customers
Engage with product owners on the cost modeling / creation of new products and providing annual pricing guidance for all products in the product area
Drive productivity in Finance & Business Management and assist in driving efficiencies including automation where possible within the technology product area
Reporting, analytics and strategy including, but not limited to; location strategy, span of control, reporting and analytics
Performing variance analysis to understand the key drivers of the results and presenting monthly reviews to product owners, explaining changes from prior forecasts/budgets