Asset Management - Expense Planning and Analysis - Vice President

JPMorgan Chase; City Of London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading global financial services firm in London is seeking a Financial Planning & Analysis expert to manage budgeting, reporting, and financial forecasting. The ideal candidate has a Bachelor's degree in Accounting or Finance, advanced Excel skills, and relevant experience in the financial sector. This role emphasizes teamwork and analytical problem-solving skills. Competitive compensation and opportunities for growth are offered.

Qualifications

• Relevant work experience preferably in Financial Services.
• Integrity in handling highly sensitive and confidential information.
• Self-starter with excellent time management skills.

Responsibilities

• Budgeting, reporting, and forecasting of expenses and headcount.
• Creating financial business cases to support initiatives.
• Oversight of month-end results and budget preparation.

Skills

Advanced skills in Excel

Strong verbal and written communication skills

Analytical and problem solving

Team player

Time management and prioritization

Inquisitive and enthusiastic

Education

Bachelor’s degree in Accounting, Finance or a technical subject

Tools

PowerPoint

Anaplan

Job description

Overview

The Financial Planning & Analysis (FP&A) team is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our FP&A 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 CFOs on how to increase profitability and efficiencies.

Responsibilities

• Budgeting, reporting, forecasting and analysis of expense and headcount.
• Reporting efficiency, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Creating financial business cases supporting business initiatives.
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management.
• Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhancing controls and streamlining processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature.
• Relevant work experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel, PowerPoint and Anaplan.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A 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.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQsfor more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Global Finance & Business Management works 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, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

For further information, and to apply, please visit our website via the “Apply” button below.