Financial Analysis, Associate

Next Frontier Capital; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Next Frontier Capital is seeking a Financial Analysis Associate to join the Asset Management finance team in Columbus. You will provide reporting, planning, forecasting, and analysis to support Americas sales channels including Institutional, Retail, Sub-Advisory, and Insurance.

The role collaborates with Americas Client CFOs and FP&A teams, delivering ad hoc reports, variance analysis, and KPI scorecards, while driving process improvements and automation.

Qualifications

• Bachelor’s degree in Accounting, Finance or related area.
• 2+ years of work experience.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining/gathering and manipulation of data sets.
• Inquisitive, enthusiastic and diligent, able to challenge peers.
• Strong verbal and written communication skills, ability to articulate complex issues.
• Ability to create ad hoc reporting for senior management; track record for executing on special projects.
• Highly motivated and able to thrive under pressure and tight deadlines.
• Team player and trusted partner for Business, Finance, and FP&A teams.
• Strong analytical and problem solving skills with large data sets.

Responsibilities

• Produce weekly/monthly/quarterly reporting for senior management and prepare materials for business reviews.
• Perform variance analysis and provide commentary on changes from forecasts/budgets.
• Produce monthly flows forecast and assist with annual flows budget.
• Review and analyze profitability of sales channels and products via activity-based costing.
• Coordinate the production of sales metric scorecards for tracking performance of salespeople.
• Drive global consistency and automate processes across regional finance teams.

Skills

Advanced Excel

PowerPoint

Data mining

Communication

Ad hoc reporting

Education

Bachelor's degree in Accounting or Finance

2+ years experience

Job description

We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.

As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.

Job Responsibilities:

• Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
• Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
• Produce monthly flows forecast and assist with the annual flows budget
• Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
• Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
• Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.

Required qualifications, skills, and capabilities

• Bachelor’s degree in Accounting, Finance or other related area
• 2+ years of work experience
• 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, often with little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, skills, and capabilities

• Preferably in Financial Services, and/or accounting/controller background

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).

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.

• 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

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 our FAQs for more information about requesting an accommodation.

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

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.

Deliver strategic financial analysis, forecasting, budgeting, timely reporting, and innovative reporting capabilities