JP Morgan Chase - Associate - Financial Planning & Analysis

Job Description :

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Securities and You Invest, our digital investing platform. The business is highly dynamic given the rapid evolution of customer behavior, presenting both challenges in how we evolve to meet customer needs as well as opportunities in how we serve our customers more efficiently and effectively.

This role is part of the USWM Planning and Analysis team.

Position Overview:

This position will be an Associate (601) who would be working very closely with the Planning and Analysis team in US. The role will involve responsibilities around management reporting and analysis relating to USWM organization.

The ideal candidate thrives in a fast-paced, results-oriented environment and with very strong communication skills. Candidates should have a strong sense of curiosity to understand the business and relate their understanding to movements on the PnL and delivering these reports to various finance leaders. The role will also include responsibilities to handle adhoc requests relating to P&L Analysis, Products summary, etc.

Responsibilities:

- Work closely with the US Wealth Management CFO and her team as well as other leaders to develop and produce key management reports for the group including monthly EMRs, fact pack, headcount reports and other performance tracking reports

- Produce Month close review material with suitable commentary for discussions with the CFO and her leadershuip team.

- Understand accounting processes for various expense line items and identify improvement opportunities for better classification of expenses to facilitate analysis and reporting

- Handle adhoc reporting requests coming from Senior Leaders in the group.

- Actively look at opportunities to automate reports through Dashboards in collaboration with Dashboarding teams.

- Prepare analysis and presentation materials for key senior management forums.

Qualifications:

- Strong attention to detail and ability to support deliverables independently with minimal supervision and guidance

CA, CWA, MBA with 4-6 years of relevant experience in financial planning, business finance roles

- Effective stakeholder management skills with the ability to understand expectations and deliver effectively.

- Strong sense of curiosity to learn about the business and understand how key business decisions influence the PnL.

- Outstanding written and verbal communications

- Strong technical skills including advanced excel, power point and MS Access. Essbase knowledge will be an added advantage.

- Ability to work in teams and collaborate effectively on common projects

About Us

- 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. In accordance with applicable law, we make reasonable accommodations for applicants- and employees- religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team :

- Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We- re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

- Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

The apply button will redirect you to an external URL, please apply there as well.