You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.
You will focus on leading and managing Card Services which includes Credit Card and Connected Commerce PXT (Product, Experience and Technology) Finance team partnering and supporting the US based teams. You will play a critical role in owning financial processes, budgeting, analysis, reporting, cost management (direct and indirect), articulating financial performance to the senior leadership team and keeping the team motivated, along with ensuring strict governance across a large matrixed organization. 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/resourcing metrics and scenarios/views, and perform variance analysis for the P&A function of the Technology business.
- Oversee and support the team with monthly reporting, incorporating ad-hoc views, and provide insights across direct and allocation expenses to F&BMs and other leadership teams.
- Ensure reports are insightful and contain commentary on key movements and watch items.
- Help design new reports and dashboards to efficiently deliver financial results to senior management, enhance controls, streamline processes, and introduce automation where possible.
- Prepare insightful, high-quality Senior Management presentations. Identify and leverage best practices from other PXT 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.
- Take on responsibility for bi-weekly/monthly headcount reporting from the Card Services PXT team, inclusive of named joiners and known leavers.
- Create dynamic financial management reporting and partner with Finance, Business Management teams, and Business to track and report various financial results and metrics. Gain overall knowledge and understanding of the Card Services portfolio and its value to CCB and JPMC.
Required qualifications, capabilities, and skills
- Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 12+ years of post-qualification experience
- Strong financial analytical skills – Fusion of Finance and Data Capabilities
- Strong Team Management Skills – with experience of managing Associate within team
- 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
Preferred qualifications, capabilities, and skills
- Excellent time management skills and ability to multi task and handle competing priorities under pressure
- Self-motivated individual to go beyond immediate responsibilities
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- Experience with visualization and reporting tools such as Tableau preferred
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.
