Headcount Associate - Global Private Bank

JPMorganChase • Plano, TX

1d • Onsite

About The Position

This role is an exciting opportunity within the JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team. The Headcount Associate will report directly to the Headcount & Expense lead and will be responsible for providing consolidated financial analysis and reporting, primarily focused on headcount. The role involves coordinating with regional and India-based Finance teams, performing analysis of financial/business metrics, delivering management reporting, enhancing reporting initiatives, and developing ad-hoc business performance analysis. The Associate will also serve as a key liaison between regional teams and US partners in GPB/Asset & Wealth Management P&A. As an integral part of the Global Private Bank team, the Associate contributes to strategically managing capital, driving growth and efficiencies, maintaining financial reporting, and proactively managing risk by providing information, analysis, and recommendations to improve results and drive decisions.

Requirements

• Bachelor’s degree in Accounting, Finance or a related discipline
• Minimum of 3 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
• Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
• Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
• Experience leading projects, dealing with competing priorities
• Ability to distill complex information in a clear and concise way
• Advanced skills in Excel and PowerPoint
• Must be authorized to work in the United States
• Must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring
• Candidates must be able to work in our offices full-time (5 days)

Nice To Haves

• Professional certifications such as CFA or CPA
• Working knowledge of Alteryx , SQL, Tableau, Anaplan and ThoughtSpot

Responsibilities

• Conduct comprehensive financial analysis and variance analysis on business headcount trends
• Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
• Act as a lead in future projects to modernize our forecasting process including using tools such as Anaplan
• Maintain control and direct movement of organization hierarchy across the line of business
• Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
• Own, transform and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights

What This Job Offers

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