EMEA Planning and Analysis - Senior Associate

Testing Site - JPMC; Greater London; On-site; GBP 55,000 - 75,000; Full time

Job summary

Testing Site - JPMC in London is seeking a Finance Analyst to support the EMEA Asset Management finance team, delivering financial reporting, planning and analysis to back institutional and retail sales.

You will collaborate with EMEA Client CFOs, FP&A and sales managers, drive process improvements, automate MIS reporting and maintain data accuracy while sustaining a collaborative team culture.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Significant experience in Financial Services.
• Strong technical and analytical skills, with proficiency in Excel, PowerPoint, and financial applications such as Essbase and Alteryx.
• Effective verbal and written communication skills, with the ability to explain complex issues clearly.
• Highly motivated, diligent, and able to prioritize in a fast-paced environment.
• Demonstrated ability to understand and utilize MIS reporting systems.
• Strong knowledge of financial principles and ability to link results to business activities.
• Team player who builds trusted partnerships with Business, Finance, and FP&A teams.

Responsibilities

• Deliver weekly, monthly, and quarterly financial reporting and analysis for senior management.
• Prepare materials for business reviews and key presentations.
• Perform variance analysis and provide clear commentary on financial results versus forecasts and budgets.
• Produce monthly flows forecasts and assist with the annual flows budget process.
• Review and analyze results from the Asset Management activity-based costing model.
• Coordinate the production of sales metric scorecards to track individual and team performance.
• Collaborate with EMEA Client CFOs, FP&A, and sales teams to support business objectives.
• Drive projects to enhance global consistency, streamline processes, and introduce automation.
• Support the implementation and effective use of MIS reporting systems.
• Maintain strong controls and ensure data accuracy in all reporting and analysis.
• Foster a collaborative and inclusive team culture.

Skills

Financial analysis

MIS reporting

Team collaboration

Prioritization in fast-paced env

Communication skills

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Essbase

Alteryx

Job description

Join our dynamic Finance team in London and play a pivotal role in supporting the EMEA sales channels within our Asset Management division. This is your opportunity to drive business performance by providing critical financial insights and partnering with senior leaders. You’ll gain broad exposure to the drivers of our Asset Management business and collaborate with talented professionals across the region. If you’re passionate about financial analysis and want to make a real impact, this role is for you.

As a Finance Analyst in the EMEA Asset Management Finance team, you will deliver value-added financial reporting, planning, and analysis to support our Institutional and Retail sales teams. You will work closely with EMEA Client CFOs, the Financial Planning & Analysis team, and sales managers to help drive business performance and achieve key priorities. You will have the opportunity to develop a deep understanding of the Asset Management business and contribute to strategic decision-making. Together, we will enhance financial outcomes and foster a collaborative team environment.

Job responsibilities

• Deliver weekly, monthly, and quarterly financial reporting and analysis for senior management.
• Prepare materials for business reviews and key presentations.
• Perform variance analysis and provide clear commentary on financial results versus forecasts and budgets.
• Produce monthly flows forecasts and assist with the annual flows budget process.
• Review and analyze results from the Asset Management activity-based costing model.
• Coordinate the production of sales metric scorecards to track individual and team performance.
• Collaborate with EMEA Client CFOs, FP&A, and sales teams to support business objectives.
• Drive projects to enhance global consistency, streamline processes, and introduce automation.
• Support the implementation and effective use of MIS reporting systems.
• Maintain strong controls and ensure data accuracy in all reporting and analysis.
• Foster a collaborative and inclusive team culture.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Significant experience in Financial Services.
• Strong technical and analytical skills, with proficiency in Excel, PowerPoint, and financial applications such as Essbase and Alteryx.
• Effective verbal and written communication skills, with the ability to explain complex issues clearly.
• Highly motivated, diligent, and able to prioritize in a fast-paced environment.
• Demonstrated ability to understand and utilize MIS reporting systems.
• Strong knowledge of financial principles and ability to link results to business activities.
• Team player who builds trusted partnerships with Business, Finance, and FP&A teams.

Preferred qualifications, capabilities, and skills

• Advanced qualifications such as CFA, CPA, or MBA.
• Experience with Tableau or Python.
• Experience supporting sales teams or working in Asset Management.
• Proven ability to drive process improvements and automation.
• Enthusiastic, inquisitive, and proactive approach to problem-solving.
• Experience working in a global or regional finance team.
• Ability to challenge peers constructively and contribute to a positive team culture.