Senior Liquidity Analytics & Forecasting Lead

JPMorgan Chase & Co.; City of Rochester (NY); Presencial; USD 110.000 - 150.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in New York is seeking a Senior Associate to join Deposits & Liquidity Performance Analytics within Treasury Services.

You will deliver critical financial insights through forecasting, variance analysis, and executive reporting, partnering with Finance, Product, and Treasury to translate data into actionable recommendations. You will drive improvements in forecasting, reporting, and controls, while mentoring junior colleagues and leading small projects.

Formación

• Bachelor’s degree in finance, treasury, or related field.
• Strong analytical skills with Excel and large datasets.
• Experience with BI tools such as Tableau or Alteryx; ability to learn new tools quickly.

Responsabilidades

• Lead balance sheet and revenue forecasting and analytics for Liquidity & Account Solutions, ensuring timely and accurate outputs.
• Support end-to-end revenue and net interest income forecast, including model development, assumptions, and scenario analysis.
• Run scenario and sensitivity analyses on rates, yield curves, policy changes, balance movements, and client repricing; synthesize results and recommend actions.
• Prepare monthly P&L variance analysis, including variance bridges versus plan, forecast, and prior year; develop driver commentary and investigate key variances.
• Reconcile actuals to source systems and allocation methodologies, maintaining traceability and documentation; address data or methodology gaps.
• Produce recurring executive-ready reporting, ensuring metric consistency, accuracy, and narrative enhancement as business conditions evolve.

Conocimientos

Analytical skills

Advanced Excel

Tableau

Alteryx

Multiple priorities

Executive communication

Leadership behaviors

Educación

Bachelor's degree

Herramientas

Tableau

Alteryx

Descripción del empleo

JPMorgan Chase & Co. in New York is seeking a Senior Associate to join Deposits & Liquidity Performance Analytics within Treasury Services.

You will deliver critical financial insights through forecasting, variance analysis, and executive reporting, partnering with Finance, Product, and Treasury to translate data into actionable recommendations. You will drive improvements in forecasting, reporting, and controls, while mentoring junior colleagues and leading small projects.