Financial Analysis - Consumer Banking Field Expense, Senior Associate

JPMorgan Chase & Co.; Ohio; On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks an experienced FP&A analyst to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will work with Consumer Banking Field Finance to deliver management reporting, performance insights, and data-driven recommendations.

The role emphasizes collaboration with senior stakeholders, development of new reporting capabilities, and driving profitability and efficiencies across pillars.

Qualifications

• Bachelor's degree in Accounting, Finance or a technically related field.
• 4+ years of work experience in Finance, Planning & Analysis or Business Management.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining and manipulation of data sets.
• Inquisitive, collaborative, and diligent with peers and colleagues.
• Strong verbal and written communication skills for complex issues.
• Ability to create ad hoc reporting for senior management.
• Proven track record executing on special projects with limited lead time.

Responsibilities

• Manage annual and ongoing financial planning activities for assigned pillars with budgeting and forecasting.
• Prepare efficiency reporting, analytics, and strategic insights including executive summaries and presentations.
• Report and monitor key metrics, drive data quality, and define future reporting needs.
• Develop and monitor performance metrics and deliver financial analysis to senior management.
• Perform variance analysis and explain changes from prior forecasts and budgets.
• Enhance controls and streamline processes, introducing automation where possible.
• Design and enhance reports and dashboards delivering actionable insights to senior management.

Skills

Excel

PowerPoint

Data mining

Communication

Ad hoc reporting

Education

Bachelor's degree in Accounting or Finance

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.

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.