Liquidity Finance Senior Associate: Strategic Insights

Aumni; Plano (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking an Associate on the Product CFO team to deliver comprehensive financial analysis, planning, and reporting for Global Liquidity within Asset Management.

You will collaborate with the Liquidity CFO and the P&A team to drive performance and provide insights to business leaders across product and channel desks. The role offers exposure to senior stakeholders and opportunities for development, owning various tasks and projects while supporting strategic

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical subject.
• Minimum of 3 years of relevant Financial Services experience, and understanding of financial principles.
• Proficiency with Excel, PowerPoint, Essbase, and experience with Alteryx.
• Excellent verbal and written communication skills.
• Ability to maintain composure in a fast-paced environment.
• Integrity in handling sensitive and confidential information.
• Ability to work independently and manage multiple projects.
• Enthusiastic and proactive approach to work.
• Team player with the ability to be a trusted partner.

Responsibilities

• Provide senior stakeholders with comprehensive monthly and quarterly financial reviews, helping them understand profitability drivers to make informed decisions.
• Conduct in-depth variance analysis on financial results to identify trends and opportunities.
• Partner with business during budget cycle to analyze industry and project full year flows budget.
• Collaborate with desk heads to develop key performance metrics.
• Develop streamlined processes for Business as usual reporting through automation, boosting efficiency and accuracy.
• Participate in month end controls to ensure accurate and timely financial reporting, maintaining the integrity of financial data.

Skills

Financial analysis

Variance analysis

Budgeting

Communication

Independence

Integrity

Time management

Team player

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

PowerPoint

Essbase

Alteryx

Job description

JPMorgan Chase & Co. in Plano, TX is seeking an Associate on the Product CFO team to deliver comprehensive financial analysis, planning, and reporting for Global Liquidity within Asset Management.

You will collaborate with the Liquidity CFO and the P&A team to drive performance and provide insights to business leaders across product and channel desks. The role offers exposure to senior stakeholders and opportunities for development, owning various tasks and projects while supporting strategic