Finance & Business Management, Associate

JPMorgan Chase; Bournemouth; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading financial institution in Bournemouth is seeking an Associate in their Global Technology Financial Planning and Analysis team. The role involves managing financial planning activities, developing reporting capabilities, and providing insights on financial performance. Ideal candidates should have a Bachelor's degree in Accounting or Finance and over 4 years of relevant experience, along with advanced Excel skills and strong analytical abilities.

Benefits

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Qualifications

• 4+ years of work experience in Financial Services or accounting.
• Proficiency with data mining and manipulation of data sets.
• Strong ability to articulate complex issues clearly.

Responsibilities

• Managing annual/continual financial planning activities.
• Developing and tracking performance metrics.
• Performing variance analysis for senior managers.

Skills

Advanced skills in Excel

Strong verbal and written communication skills

Analytical and problem-solving skills

Team player

Ability to create ad hoc reporting

Education

Bachelor’s degree in Accounting or Finance

Tools

PowerPoint

Job description

Job Description

JPMorgan Chase is a global leader in financial services, offering innovative solutions to help individuals, businesses, and communities achieve their goals. Our Global Technology Financial Planning and Analysis (FP&A) team is 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 CFO on how to increase efficiency.

As an Associate in the Global Technology Financial Planning and Analysis (FP&A) team, you will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, and delivery of management reporting. You will have the opportunity to develop new reporting capabilities, advise the CFO on efficiency improvements, and streamline processes through automation. Your role will also involve developing business recommendations, maintaining financial systems, and assisting with special projects..

Job responsibilities:

• Managing annual/continual financial planning activities for Global Technology areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, 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 or Finance
• 4+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments with often little lead time or information
• Team player with the ability to be respected as a trusted partner for the Business, Technology, Finance, and FP&A Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 ourFAQsfor more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.