Financial Analysis - Consumer Banking Field Expense, Senior Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. in Columbus seeks an FP&A Senior Associate to lead field forecasting and analytics, coordinating budgeting and forecasting with a focus on efficiency and accuracy. You will develop dashboards and present insights to senior leadership.

You will collaborate with Finance and Business teams, utilize advanced Excel and PowerPoint, and drive continuous process improvements to shorten cycle times and enhance decision support.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• 4+ years of work experience in Finance, Planning & Analysis or Business Management.
• Strong Excel and PowerPoint skills for reporting.
• Ability to mine and manipulate data sets and present insights clearly.
• Excellent verbal and written communication; able to collaborate with peers.

Responsibilities

• Manage annual/continual financial planning activities for assigned pillars and present month-end performance.
• Prepare efficiency reporting, analytics, and strategic insights for executive summaries.
• Monitor key metrics, drive data quality initiatives, and define future reporting needs.
• Develop dashboards and deliver financial analysis to senior management.
• Perform variance analysis and explain changes from forecasts.

Skills

Excel

PowerPoint

Data mining

Communication

Ad hoc reporting

Time management

Team collaboration

Analytical thinking

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

Join Consumer Banking Field Finance for an exciting opportunity 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 regular management reporting, development of new reporting capabilities, and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Senior Associate on the Field Forecasting and Analytics team you will analyze, prepare, and reconcile accounting and financial data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities:

• Manage annual/continual financial planning activities for assigned pillars, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on financial performance, consumption/demand planning, budgeting, trends, and exception reports
• Prepare efficiency reporting, analytics, and strategic insights, including executive summaries, presentations, and performance reporting
• Report and monitor key metrics, drive data quality initiatives, and help define future needs of Consumer Banking Field Finance
• Develop and monitor performance metrics, create executive-level presentations, and deliver financial analysis and insights to senior management
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
• Enhance controls and streamline processes, introducing automation where possible
• Design and enhance reports and dashboards that deliver actionable financial insights to senior management

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 4+ years of work experience in Finance, Planning & Analysis or Business Management
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of effectively collaborating with - and challenging - peers and colleagues
• 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, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management, prioritization skills and ability to able to thrive under pressure and tight deadlines
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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). This role is not eligible for relocation assistance.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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 our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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.