Finance & Business Management, Senior Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading global financial services firm is seeking an Associate in the Global Technology FP&A team. The role involves managing financial planning, delivering management reports, and advising senior management. Candidates should have a Bachelor's in Accounting or Finance, with at least 4 years of relevant experience. Strong Excel skills and an analytical mindset are essential. The position is based in Bournemouth, UK.

Qualifications

• 4+ years of work experience in Financial Services or accounting/controller background.
• Proficiency with data mining and manipulation of data sets.
• Strong problem-solving skills and ability to analyze large data sets.

Responsibilities

• Manage annual/continual financial planning activities for Global Technology.
• Create financial business cases supporting business initiatives.
• Perform variance analysis to understand key drivers and present findings.

Skills

Financial analysis

Excel

PowerPoint

Data manipulation

Communication skills

Analytical skills

Education

Bachelor’s degree in Accounting or Finance

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 (. 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