Global Technology Financial Planning & Analysis - Associate

JPMorganChase; Jersey City (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City seeks a Financial Planning and Analysis professional to support the Global Technology Planning and Analysis (GTP&A) team.

You will help provide financial oversight for the Technology organization’s large workforce and multi‑billion spend, partnering across the firm to consolidate technology spend and deliver strategic insights. Responsibilities include timely financial reporting, month‑end and forecast management, presenting to senior management, and driving

Qualifications

• 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.

Responsibilities

• Assist the team to provide accurate and timely financial reporting and analysis.
• Maintain oversight of the month-end process, forecast, and budget planning.
• Partner with Tech F&BM teams to provide analytics and insights on technology expenses, risks, and opportunities.
• Prepare executive presentations and supporting materials for senior management; handle ad-hoc projects.
• Perform variance analysis and explain changes from forecasts to senior management and Tech CFOs.

Skills

Advanced MS Excel

PowerPoint

Data analysis

Strong communication

Time management

Problem solving

Cross-functional collaboration

Education

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

Tools

MS Teams

SharePoint

Job description

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 and to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

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).

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