Financial Analysis Analyst — Growth, Forecasting & Automation

Testing Site - JPMC; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Analyst to deliver ongoing financial reporting, support forecasting, and automate processes for the Global Private Bank Annuities & Life Insurance CFO Team.

You will work with senior leaders to drive growth and manage risk, using Excel and data analytics to tell the story behind the numbers. The role emphasizes collaboration, large data set analysis, and process improvement with automation, and requires a bachelor's degree and at least

Qualifications

• Bachelor’s degree required.
• 1 year of relevant experience preferred.
• Experience with Excel and data analysis.
• Experience with SQL or Python is a plus.

Responsibilities

• Provide ongoing reporting and financial analysis to support effective stakeholder relationships and daily business operations
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
• Resolve inquiries regarding forth office metrics

Skills

Strong analytical skills

Excel

Data analysis

Communication skills

Education

Bachelor's degree

Tools

SQL

Python

Alteryx

ThoughtSpot

DataBricks

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Analyst to deliver ongoing financial reporting, support forecasting, and automate processes for the Global Private Bank Annuities & Life Insurance CFO Team.

You will work with senior leaders to drive growth and manage risk, using Excel and data analytics to tell the story behind the numbers. The role emphasizes collaboration, large data set analysis, and process improvement with automation, and requires a bachelor's degree and at least