Financial Planning Analysis - Associate

You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Financial Analysis professional in our Corporate & Investment Banking, you will spend each day defining, refining and delivering set goals for our firm

Your team will be Sales P&A Infrastructure team, which is responsible for managing core reference data, overseeing various data collection tools and driving standardized reporting initiatives. The team drives strategies to enhance the integration of core data across various platforms and drive our tools to state of the art technologies. The Infrastructure team acts in a broad array of roles that include business analysis, project management, report writing, database development, database management, system administration and end user training. Creative aspects of these responsibilities include creation of innovative solutions to management information, data analysis and reporting. The team is currently working a developing a data analysis platform built around Alteryx and a comprehensive data library which will drive the automation of numerous data intensive, repetitive and mundane tasks. Tools like Tableau, Alteryx, Qlikview & Qliksense are also relied on to provide enhanced visualization and self-service reporting. You will act as a business liaison and subject matter expert responsible for the ongoing development and administration of various reporting initiatives and platforms (i.e.: XIB Business Objects, WCP Cognos, Alteryx, Tableau) and various business tools (i.e.: SCRIBE, Clover, iODS ( Team Workflow, Tagging, etc.). You will require a strong understanding of the end to end business needs, alignment to tools and corresponding technical capabilities.

Job Responsibilities:

• Subject matter expert for the Alteryx COE Integration & Scheduling process. Oversee the design, development & delivery of standard reports, automation workflows and dashboard tools
• Ensure System Management, administration and testing . Oversight and Management of Reference Data, User Support – Communications, Training and Inquiry Management. Create innovative solutions to management reporting needs 
• Interact with technical teams to enhance and troubleshoot system issues and inefficiencies. Coordinate the collection of system requirements for the consolidated reporting initiative. Assist in QA & UA testing Develop and manage proof of concept tools (Tableau, Alteryx etc.) to drive requirements for strategic solutions 
• Ensure support the heritage toolset and assume responsibilities for User Support and Data Management. Enhance efficiency and consistency of reporting environment. Enhance ad-hoc reporting capabilities for broad user community 
• Ensure commonly used formulas and variables are built into reporting universe. Ensure the reporting elements are organized, clearly labeled and assigned meaningful descriptions  Ensure that supporting databases are designed efficiently to maximize performance. Work with broader Sales Support and business management teams to design effective solutions to management reporting needs.

Required qualifications, capabilities, and skills: 

• Bachelor’s Degree Required with minimum 4 years of experience in reporting, automation and/or dashboard development 
• Required technical skills : Tableau and Alteryx, Pitchpro+, SAP Business objects, Cognos 
• Innovative, self-motivated and solutions oriented. Extensive working knowledge of system management practices 
• Ability to be flexible, follow tight deadlines, organize and prioritize work and multi-task in a fast paced environment. 
• Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines. 
• Ability to work with all levels of employees and have a strong presence enabling effective influencing, interaction, and communication with senior management. Proven ability to work independently with minimal guidance. Excellent written and oral communication skills; and demonstrated ability to interact with technical, non-technical, and business members of the organization 

Preferred qualifications, capabilities, and skills: 

• Additional Technical skills are a plus: Superior skills in SQL, Python, or other scripting language & Qlik Sense 
• Subject matter knowledge of finance and business management functions and/or banking technologies/infrastructure a plus

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.