Financial Analysis [Multiple Positions Available]

JPMorgan Chase & Co.•Jersey City, NJ

5d•$144,500 - $200,000•Onsite

About The Position

This role supports scenario planning, long-term forecasting, and delivers tailored solutions for ad-hoc requests. The position requires expertise in JPMC financial systems, processes, and reporting timelines. Key responsibilities include identifying risks and opportunities to align decisions with firmwide objectives and regulatory standards, conducting financial planning and forecasting of an expense organization with Financial Planning & Analysis (FP&A) leads, and executing agendas for monthly, annual, and multi-year horizons. The role also involves month-end close, annual forecasting, and budgeting with a focus on precision and consistency. Analysis of financial data across business dimensions such as managed versus non-managed, regional, country, sub-group, and functional group is required to provide actionable insights. The position will identify and resolve business areas for improvement, assist with projects that drive operational efficiency and financial performance, and translate complex requirements into actionable solutions. Driving transparent and strategic cost distribution of expense allocation, collaborating with global teams to manage complexity, and driving automation initiatives to reduce manual tasks and enhance productivity are also key duties. This includes designing interactive reporting solutions, developing and maintaining financial dashboards for expenses, allocations, and headcount, and coordinating financial system migrations. The role will build out a tool to enable consistent and efficient end-to-end FP&A processes across Risk Management & Compliance (RM&C) by reimagining reporting and process frameworks, developing new analytics capabilities, and connecting the entire process for enhanced visibility and strategic alignment.

Requirements

Bachelor's degree in Engineering (any), Accounting, Finance, Information Systems, or closely related field of study.
7 years of experience in the job offered or as Financial Analysis or related occupation.
Experience with Budgeting, forecasting, preparing, and analyzing financial statements using Essbase Planning, Excel, VBA, Power Query, Alteryx, and Tableau for a multinational organization with multiple legal entities and diverse lines of business.
Navigating organizational hierarchies including managing financial processes across various reporting structures and business units, supporting an enterprise workforce spanning multiple business units.
Managing month-end close and annual budget cycles, ensuring accuracy, timeliness, insightful analysis, and alignment of business objectives using Excel, VBA, Power Query, Alteryx, Tableau, and SQL.
Handling annual expense allocations of a multinational organization across diverse business units and product lines using Excel, Alteryx, and Tableau.
Developing and governing transparent allocation methodologies across various business units accounting for multi-region impacts.
Analyzing cost drivers and providing insights to optimize resource utilization and profitability.
Building high-impact financial scenarios for planning, sensitivity analysis, and what-if simulations, factoring in multi-currency transactions across global regions using Excel, VBA, and Power Query.
Architecting and deploying innovative solutions utilizing a range of modern tools and technologies including Excel, VBA, Power Query, Alteryx, Tableau, and SQL to streamline data processing, enhance accuracy, and improve reporting efficiency for financial data retrieval, integration, and upload, supporting a high volume of ad-hoc analytical requests and multiple long-term planning projects annually through automation, and custom reporting frameworks.
Utilizing Microsoft Excel for financial analysis including advanced formulas, pivot tables, VBA scripting, and Power Query.
Designing and maintaining dynamic models and interactive dashboards to support data-driven decision-making.
Synthesizing financial data into clear presentations using PowerPoint and delivering insights and recommendations to executives and stakeholders.
Developing interactive dashboards and analytical reports using leading BI platforms including Tableau and Power BI.
Automating data extraction, transformation, and loading using modern user tools including Power Query and Alteryx to improve efficiency and data integrity.
Leading finance projects, including process reengineering, system migrations, and automation.

Responsibilities

Support scenario planning, long-term forecasting, and deliver tailored solutions for ad-hoc requests.
Demonstrate expertise in JPMC financial systems, processes, and reporting timelines.
Identify risks and opportunities to align decisions with firmwide objectives and regulatory standards.
Conduct financial planning and forecasting of an expense organization with Financial Planning & Analysis (FP&A) leads, executing agendas for monthly, annual, and multi-year horizons.
Perform month-end close, annual forecasting, and budgeting, focusing on precision and consistency.
Analyze financial data across business dimensions such as managed versus non-managed, regional, country, sub-group, and functional group to provide actionable insights.
Identify and resolve any business areas of improvements, assisting with projects that drive operational efficiency and financial performance.
Translate complex requirements into actionable solutions and deliver results.
Drive transparent and strategic cost distribution of expense allocation, collaborating with global teams to manage complexity.
Drive automation initiatives to reduce manual tasks and enhance productivity, including designing interactive reporting solutions.
Develop and maintain financial dashboards for expenses, allocations, and headcount, integrating data from various platforms.
Coordinate financial system migrations, including planning, script development, training, report migration, and testing for seamless transitions and data integrity.
Build out a tool to enable consistent and efficient end-to-end FP&A processes across Risk Management & Compliance (RM&C) by reimagining reporting and process frameworks, developing new analytics capabilities, and connecting the entire process for enhanced visibility and strategic alignment.