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 be responsible for partnering across the firm to provide financial and strategic analysis, Timesheet automation & reporting and Headcount reporting. Our Performance Excellence (PE) teams are responsible for a wide range of activities including Process Design & Excellence, PXT Reporting & Insight GM/ Interim Automation & Visualization, Expense Transparency, Tools Transformation.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities
- Support the team in terms of governance by ensuring correct configuration of the tools, gathering of metrics and investigating issues faced by user.
- Arrange Monthly Communications of Calendar to F&BM for timelines after thoroughly review underlying data
- Work on weekly Reporting and checks, like – hygiene report, timesheet reminders to not in scope resources, load in PI.
- Manage mailbox for publishing the reports and queries.
- Take ownership of Timesheet attestation process – including, uploading attestation template in PI, follow-up with attestor and resolve any query, resolve and track system anomalies.
- Communicate monthly timelines to the F&BMs, preparation of hygiene reports, following up with stakeholders, assessing system anomalies and reporting of the same. Supporting month end processing and reconciliations i.e..Adjustments to PI for unsubmitted timesheet, reconciliations and communication ti F&BMs on revised forecast, system updates in PI…etc
- Able to identify and leverage best practices from other PXT F&BM groups. Provide ad-hoc 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/ headcount 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 2+ years of post-qualification experience
- Experience in planning and analysis/financial management / accounting environment.
- 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 and experience preferred with visualization and reporting tools such as Tableau, Alteryx.
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP and JIRA preferable
JPMorgan Chase & Co., 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.
