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You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Asset & Wealth Management [AWM], you will spend each day defining, refining and delivering set goals for our firm
Your team will be Global Private Bank Banking Finance which provides financial analytical and reporting services including budgeting/forecasting, weekly/monthly business drivers, expense management, Regulatory reporting and strategic planning services. The team works closely with the GPB Regional CFO teams and supports the IPB CFO in addition to the Asset Wealth Management (AWM) CFO/P&A team and AWM Strategy for ad hoc requests.
Job Responsibilities:
The person will develop a solid understanding of regions and products across GPB and be able to articulate trends and business drivers for management decision support. The person will work very closely with Regional CFO and CEO teams to provide management insights, reporting and analytics.
The main tasks include:
- Responsible for weekly reporting for GPB business which include key business metrics. This includes Revenues, Balances and Flows
- Participate in the global annual planning process for revenues, flows and balances which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations
- Prepare ad-hoc analysis for management meetings and strategic reviews using Tableau as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
- Work with various Essbase and database interfaces to manage reporting changes.
- Contribute ideas around improving reporting capabilities and new projects
- Enhance controls and streamline processes, introducing automation where possible.
- Calculation and consolidation of the month-end results and the forecast for the remainder of the year
Required qualifications, capabilities, and skills:
- Minimum of CA or an MBA in Finance is required
- 3+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
- Advanced Tableau dashboarding, Excel and PowerPoint skills, preferably with experience of Hyperion Essbase, Alteryx, Python and MS Access.
- Strong quantitative, analytical, and problem solving skills. Positive attitude and demonstrate intellectual curiosity
- Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly. The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
Preferred qualifications, capabilities, and skills:
- Integrity in handling highly sensitive and confidential information. Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations. Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
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
