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Job Description You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be focusing on partnering and supporting the Connected Banking F&BM team. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for Connected Banking Financials Product with strict governance across a large matrixed organization Job Responsibilities Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the full Connected Banking Product T&E and Other Direct Expense report creation, analysis and distribution – support Connected Banking with monthly reporting, incorporating ad-hoc views, providing insights to product F&BMs and Connected Banking leadership. Prepare headcount walk forwards – inclusive of in-seats, open requisitions, known leavers / estimated attrition, compared to approved forecast. Views would include product level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to latest budget or forecast. Perform follow-up to confirm agreed upon actions are completed (contractor reductions, old positions closed, joiners were on hired reports (checking forecast net growth vs actuals) Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for Connected Banking business and manage the cost center hierarchy and changes requested to the same Assist Connected Banking F&BM team with workforce position and requisition tracking and weekly approvals Gain overall knowledge and understanding of Connected Banking portfolio and its value to CCB and JPMC Scope to further expand responsibilities to include allocation reporting/oversight/analysis, assistance with vendor spends and accruals in line with forecast and recent spend approvals, as well as reporting on status of business cases Ability to identify and leverage best practices from other Product F&BM groups Provide ad-hoc financial analysis to senior management on a frequent basis. Identify opportunities and recommend improvements for increased 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 minimum 8 years of post-qualification experience 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 Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects) Preferred Qualifications, Capabilities, And Skills In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable Knowledge of Tableau and Alteryx will be an added advantage Experience with visualization and reporting tools such as Tableau preferred ABOUT US 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 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. About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. 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. Show more Show less
