Finance & Business Management, Senior Associate

jpmorgan-chase-%26-co. - Columbus, OH, United States | 2024-08-05 22:44:51

JPMorgan Chase is seeking a Senior Associate to join our Financial Planning and Analysis team within Corporate Finance.  

Job Summary:

As a Senior Associate in our Financial Planning and Analysis team, you will be responsible for analyzing, preparing, and reconciling 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.

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

Job responsibilities:

  • Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Efficiently reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills:

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • Minimum of 4+ years of work experience in Financial Services, and/or accounting/controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data set
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments with often little lead time or information
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely


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