Planning & Analysis- Associate

Job Description

As a Planning and Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will majorly focus on financial management across Home Lending & Auto PXT Finance including detailed research and analysis of direct and indirect costs and articulating financial drivers with commentary & solutions to stakeholders. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role. Job Responsibilities Support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount metrics and scenarios/views, encompassing general ledger, program/project, taxonomy, product, application, allocations, and business case financials for the Home Lending PXT Finance teams. Deep-dive into tech expenses by breaking down costs into applications, investments, overhead, and corporate expenses. Budget for HL & Auto Tech owned apps and investments through a billing key process by identifying beneficiaries/users. Analyze GTI end-user consumables expenses from a rate-volume perspective. Analyze GTI application infrastructure expenses using data from internal sources like MARS & Keystone, and conduct monthly meetings with iCTOs to understand and identify variance drivers. Collaborate closely with business, technology, and finance partners across JPMC. Evaluate and implement forecast improvements and track technology allocations from various groups. Engage closely in technology expense reduction activities for Home Lending & Auto, regularly tracking product costs and identifying drivers/opportunities impacting costs, app decommissions, and billing key changes. Demystify corporate expenses, including Corp. Tech, CIB, and Cyber. Analyze and respond to ad-hoc queries pertaining to technology and related costs. Create decks for senior management that clearly articulate the financial story/strategy to F&BM and technology stakeholders, including CIO, CFO, and CEO. Establish linkage and full understanding of cross-product impacts, ensuring connectivity to other product portfolios and JPMC LOBs. Establish a product P&L while ensuring expense optimization and controls across the portfolio. Identify and leverage best practices across CCB tech reports and analysis. Learn analytical and reporting tools like Tableau and Alteryx, identifying potential opportunities for automation or process improvements. Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics. 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 Bachelor s degree required 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 multitask and handle competing priorities under pressure Self-motivated individual to go beyond immediate responsibilities Preferred qualifications, capabilities, and skills Experience with visualization and reporting tools such as Tableau preferred Ability to work with large data sets and perform data mining using analytical tools (some experience of SQL etc. would be helpful) Degree in Finance, Accounting or Economics preferred. In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable Minimum 7 years experience in planning and analysis/ financial management / accounting environment with previous experience supporting Technology organizations preferred