PXT P&A Alternative Reporting Finance & Product Support

JPMorgan Chase

4d • Onsite

About The Position

Join us in a highly visible and exciting new role! The Product Experience and Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analyses and perspective to senior management, which support decision-making. In addition to managing traditional financial planning workstreams, such as the monthly forecast process, business reviews, and annual budget, the PXT P&A team also helps to craft the team's reporting strategy and execute on data visualization and automation initiatives. As a Vice President on the Product Experience and Technology Planning & Analysis team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning.

Requirements

• Bachelor's degree in Accounting/Finance
• 7+ years of work experience in financial planning and analysis for retail financial services
• Ability to multi-task, work well under pressure, and keen attention to detail
• Excellent relationship management skills and ability to drive change across a large, complex organization
• Strong analytical, critical thinking, and problem-solving skills
• Ability to distill large quantities of information (both data and qualitative content) into main takeaways
• Team-oriented, and high energy level with passion for driving quantifiable business results
• Exercises sound judgment and observes the highest degree of confidentiality
• Ability to communicate and present to partners and senior leaders (both oral and written)
• Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase
• Experience with data analytics and visualization tools (e.g., Alteryx, Tableau)
• Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).
• Candidates must be able to physically work in our offices full-time (5 days).

Responsibilities

• Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning
• Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
• Distill and refine financial storytelling and variance analysis
• Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences)
• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)
• Drive change, including defining dashboard requirements and automation
• Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business
• Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning

What This Job Offers

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