Headcount Associate - Global Private Bank

JPMorgan Chase & Co. • Plano, TX

11h • Onsite

About The Position

This is an exciting opportunity to join the JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team. The Headcount Associate will report directly to the Headcount & Expense lead, providing consolidated financial analysis and reporting largely centered around headcount. As a leader in overall headcount reporting, you will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and US partners in GPB/Asset & Wealth Management P&A. As an Associate on our Global Private Bank team, you are an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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

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

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

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