Global Technology Financial Planning & Analysis - Associate

Next Frontier Capital; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City is seeking an Associate on the Global Technology Planning and Analysis team to own the full scope of technology expenses and deliver value-added financial reporting to senior management.

You will work with LOB and Enterprise Technology P&A teams to drive insights and support budgeting and forecasting with a focus on automation and process improvement. You will partner with multiple teams to prepare analyses, consolidate project details, and deliver timely

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or IS (Information Systems).
• 2+ years of FP&A experience.
• Advanced skills in MS Excel, PowerPoint, Teams, and SharePoint.
• Strong data mining and data manipulation abilities.
• Independent decision-making and accuracy under pressure.
• Excellent communication and collaboration across teams.

Responsibilities

• Assist in accurate and timely financial reporting and analysis.
• Maintain month-end and forecast for the remainder of the year and the budget for future years.
• Partner with Tech F&BM teams to provide analytics and insight on technology expenses, risks & opportunities.
• Produce executive presentations and supporting materials for senior management.
• Perform variance analysis and explain changes from forecasts/budgets to senior management.
• Coordinate monthly deliverables with Firmwide P&A, Corporate P&A and Allocations teams.
• Consolidate Global Technology taxonomy reporting and related project detail.
• Enhance controls and streamline processes, introducing automation/models where possible.
• Own continuous review of processes and ensure data integrity for timely reporting.
• Drive efficiencies and participate in transformation initiatives.

Skills

Analytical skills

Excel

PowerPoint

Teams

SharePoint

Data analysis

Independent work

Attention to detail

Time management

Verbal/written comms

Education

Bachelor’s degree in Finance, Accounting, Economics or IS

Tools

MS Excel

PowerPoint

Teams

SharePoint

Job description

Join the Global Technology Planning and Analysis (GT P&A) team to support key strategic programs and provide financial oversight for the Global Technology organization’s ~68K+ resources and $19B+ spend. The GT P&A team is responsible for partnering across the firm to create a consolidated view of technology spend as well as provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our team is part of the Global Technology Finance & Business Management (GT F&BM) organization within Corporate Finance, and reports to the Global Technology CFO, with accountability to the Firmwide Head of P&A. We partner with multiple stakeholders including Line of Business (LOB) and Enterprise Technology P&A and expense leads as well as other teams within the Global Technology organization (e.g., Strategy, Portfolio Governance, Vendor mgt) to execute on key deliverables, agendas, and action items. Additionally, you will analyze, prepare, and reconcile accounting and financial data as well as prepare reports, while always thinking of process automation and improvement. You will also assist team members with special projects, as needed.

As an Associate on the Global Technology Planning and Analysis team, you will support key strategic programs and team deliverables for the Global Technology organization. You will be responsible for the full scope of technology expenses, where you will be expected to deliver value-added financial reporting and analysis to support and influence senior management decision making. You will work directly with LOB and Enterprise Technology P&A and expense leads as well as other teams within the Global Technology organization (e.g., Strategy, Portfolio Governance, Vendor mgt) to execute on key deliverables, agendas, and action items. Additionally, you will analyze, prepare, and reconcile accounting and financial data as well as prepare reports, while always thinking of process automation and improvement. You will also assist team members with special projects, as needed.

Job Responsibilities

• Assist the team to provide accurate and timely financial reporting and analysis
• Maintain oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Partner with the various Tech F&BM teams to provide analytics and insight to technology expenses, risks & opportunities, run rate analysis and efficiency programs
• Assist in producing executive presentations, analysis and supporting materials for key internal clients including senior management; support ad-hoc special projects and requests, as needed
• Perform variance analysis to understand key drivers of the financial results and present commentary to senior management and line of business Tech CFOs explaining changes from prior forecasts/budgets
• Manage completion of monthly corporate deliverables, including interaction with Firmwide P&A, Corporate P&A and Allocations teams to provide commentary and walk forwards of monthly expense trends, movements and risks
• Consolidate and review of Global Technology taxonomy reporting and related project detail, ensuring the details captured in multiple sources support the overall messaging and plans at a business level
• Enhance controls and streamline processes, introducing automation/models, where possible
• Own continuous review of processes and ensure data integrity, with the goal of providing timely and accurate financial reporting and presentations
• Drive efficiencies and process improvements and be involved in transformation processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, Economics or IS (Information Systems)
• 2+ years of work experience with relevant Financial Planning & Analysis experience
• Advanced skills in MS Excel, PowerPoint, Teams, and SharePoint.
• Strong analytical skills and proficiency with data mining/gathering and manipulation of data sets
• Proven ability to act independently with excellent decision-making skills
• Strong attention to detail with the ability to work well under pressure in a fast paced environment, handling multiple projects and initiatives simultaneously, and able to complete work within timely deadlines with a sense of urgency
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong verbal and written communication skills with the ability to analyze data and present conclusions concisely
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically, and interface with all levels in the organization from senior management to process participants
• Be inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Be a strong team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives

Preferred qualifications, capabilities, and skills

• Background in the technology environment is preferred but not required
• Experience in Financial Services

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.

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.

Provide financial and strategic analysis, technology spend insights, and budgeting and forecasting oversight for Global Technology