Financial Analysis- Associate

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Analysis Associate within the Digital F&BM team, you will play a critical role in executing financial processes, analysis, and reporting. You will partner with senior technology management to maintain strict governance across a large matrixed organization, providing insights and recommendations to senior management. This role offers the opportunity to leverage your financial analytical skills and collaborate with various stakeholders to promote process improvements and efficiencies.

Job Responsibilities :

• Support all financial processes and reporting, including month-end close, actuals, budgeting, forecasting, and variance analysis for various financial and headcount/resourcing metrics and scenarios within Digital F&BM.
• Provide monthly reporting for Digital F&BM, incorporating ad-hoc views and delivering insights to product F&BMs and Digital leadership.
• Prepare headcount walk forwards, including in-seats, open requisitions, known leavers, and estimated attrition, compared to approved forecasts. Deliver product-level and US/India split views to assist in managing expense impacts and assessing risks and opportunities against the latest budget or forecast. Perform follow-up to confirm completion of agreed actions, such as contractor reductions, closure of old positions, and verification of joiners on hired reports.
• Deliver headcount reporting and planning, manage requisitions and vendor relationships for Digital business managers across CCB, and maintain the cost center hierarchy and requested changes.
• Assist Digital F&BM with workforce position and requisition tracking.
• Take on responsibility for bi-weekly and monthly headcount reporting from the Digital team.
• Gain comprehensive knowledge and understanding of the Digital portfolio and its value to CCB and JPMC.
• Identify and leverage best practices from other CCB PXT F&BM groups.
• Provide ad-hoc financial analysis to senior management on a frequent basis.
• Identify opportunities and recommend improvements to increase process and reporting efficiencies.
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.
• Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 6+ years of post-qualification experience
• Strong financial analytical skills Fusion of Finance and Data Capabilities
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a solution-based approach
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Experience with visualization and reporting tools such as Tableau preferred
• Timing 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)
• Knowledge of Tableau and Alteryx will be an added advantage