Financial Analysis Senior Associate - Card PXT Finance

Testing Site - JPMC; Wilmington (DE); Sur place; USD 100 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the United States seeks a Senior Associate for Card PXT Finance to drive strategic financial analysis and reporting, oversee budgeting and forecasting, and advise business leaders on profitability and efficiency.

You will partner with CFOs, deliver executive-ready materials, and lead cross-functional efforts across product areas with a focus on design of management reporting and controls.

Qualifications

• Bachelor’s degree in Accounting, Finance or a related field.
• 4+ years of experience in Finance, Business Management or Controller.
• Proven ability delivering timely, high quality presentations or reporting.
• Excellent communication, organization and project management skills.
• Strong MS Office skills with emphasis on Excel and PowerPoint.

Responsabilités

• Manage annual/continual financial planning activities for product areas and provide decisions on monthly performance.
• Report and monitor key metrics, drive data quality, and define future needs.
• Perform variance analysis and present commentary to senior managers.
• Create wireframes and mockups for management presentations, reports and dashboards.
• Communicate with business partners to understand projects and drive next steps.
• Deliver key work streams and tasks while managing risks and controls.
• Support audit, regulatory, and compliance deliverables within the RCSA framework.
• Coordinate team activities and prepare materials for town halls and strategy sessions.
• Collect and maintain internal resources on collaboration sites like SharePoint.
• Collaborate with global managers to simplify and improve business processes.

Connaissances

Financial analysis

Budgeting & forecasting

Communication

Presentation skills

Stakeholder management

MS Office

Formation

Bachelor’s degree in Accounting, Finance or related field

Outils

Excel

PowerPoint

Pivot Tables

Description du poste

Join our Card PXT Finance team for an exciting opportunity to drive key initiatives, provide strategic financial analysis & reporting, oversee and coordinate the budgeting and forecasting process, and be a trusted advisor to Business leaders.

As a Senior Associate in the Card PXT Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of business. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of management reporting, development of new reporting capabilities, and advising the line of business CFOs on how to increase profitability and efficiencies. You will provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. 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 product areas, providing business rational 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

• Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area

• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets

• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards

• Communicate effectively with key business partners to understand projects and drive next steps

• Manage and deliver key work streams and tasks

• Identify key business risks on the platform and drive resolution of mitigating controls

• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework

• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions

• Collect and maintain internal resources and documentation on collaboration sites, like SharePoint

• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a related field

• 4+ years of work experience with a Finance, Business Management, Planning & Analysis, Accounting or Controller background

• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence

• Demonstrated ability in dealing with different stakeholder groups and driving the agenda

• Excellent communication, organization and project management skills

• Ability to articulate and demonstrate thoughtful rationale in design decisions

• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)

• Self-motivated, tenacious and able to work with high degree of independence

• Excellent written and oral communication skills; strong time management and prioritization skills

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 requires the ability to physically work in our offices 5 days a week

• Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting

• This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring