Financial Analysis Associate

JPMorganChase; Chicago (IL); On-site; USD 76,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago, IL seeks a Financial Analysis Associate to partner across the firm for financial planning, budgeting, forecasting, and management reporting. You will analyze data, produce commentary, and support senior leaders with business cases and ad hoc analyses.

The role emphasizes developing reports and dashboards, improving controls, and driving efficiency through automation. Candidates should have a Bachelor's in Accounting or Finance and 3+ years in financial services,

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related technical discipline.
• 3+ years of experience in Financial Services and/or an accounting/controller role.
• Advanced Excel and PowerPoint skills.
• Proficiency in data mining, gathering, and manipulating large datasets.
• Strong analytical and problem-solving skills; able to synthesize conclusions concisely.
• Inquisitive, enthusiastic, diligent, and comfortable constructively challenging peers.
• Strong verbal and written communication; able to clearly explain complex issues.
• Ability to produce ad hoc reporting for senior management.
• Proven track record executing special projects/assignments with limited lead time or information.
• Highly motivated self-starter with excellent time management and prioritization.
• Team-oriented partner trusted by Business, Finance, and FP&A teams; performs well under pressure and tight deadlines.

Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting.
• Efficiency reporting, analytics and strategy, including 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.
• Developing and tracking performance metrics, creating presentations, and providing financial analysis to senior management.
• Performing variance analysis to explain drivers and changes from forecasts.
• Helping design new reports and dashboards for senior management.
• Enhancing controls and streamlining processes, introducing automation where possible.

Skills

Advanced Excel

PowerPoint

Financial analysis

Data mining

Analytical thinking

Communication

Ad hoc reporting

Time management

Team collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

Financial Analysis Associate

Chicago, IL, United States and 1 more

Full time

Base Pay/Salary Chicago,IL $76,000.00-$100,000.00

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (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.

As a Financial Analysis Associate in Finance, you will partner across teams to deliver financial and strategic analysis, budgeting, forecasting, and management reporting. You will analyze and reconcile financial and technical data, produce reporting, and provide commentary that explains performance drivers. You will help enhance controls and improve processes, including automation opportunities that reduce cycle times. You will support senior leaders with business cases, key metrics, and ad hoc analysis.

Job responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale 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


• Efficiency 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, Finance, or a related technical discipline


• 3+ years of experience in Financial Services and/or an accounting/controller role


• Advanced Excel and PowerPoint skills


• Proficiency in data mining, gathering, and manipulating large datasets


• Strong analytical and problem-solving skills; able to synthesize conclusions concisely


• Inquisitive, enthusiastic, diligent, and comfortable constructively challenging peers


• Strong verbal and written communication; able to clearly explain complex issues


• Ability to produce ad hoc reporting for senior management


• Proven track record executing special projects/assignments with limited lead time or information


• Highly motivated self-starter with excellent time management and prioritization


• Team-oriented partner trusted by Business, Finance, and FP&A teams; performs well under pressure and tight deadlines

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).