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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 & Product CFO teams and supports AWM Marketing CFO in addition to the Asset Wealth Management (AWM) CFO/P&A team 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 respective CFO and CEO teams to manage HC and Expenses and of the business provide management insights, reporting and analytics.
The main tasks include:
- Responsible for managing, monitoring and reporting the headcount and expenses for the Global Private Bank business. The key responsibilities include:
- Enhance controls and streamline processes, introducing automation where possible.
- Work with various Essbase add-ins and reporting databases to manage reporting changes.
- Contribute ideas around improving reporting capabilities and new projects
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Partnering with the CFO/ CEO for Headcount & Expense management and reorganization of functions which includes cost center management and historical restatements
- Driving Headcount & Expense initiatives eg. location strategy
- Managing the monthly forecast and annual budget cycle
Required qualifications, capabilities, and skills:
- Minimum of CA or an MBA in Finance is required
- 3+ years of Finance experience, preferably in Financial Services industry & Headcount and Expense Experience
- Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and 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
Preferred qualifications, capabilities, and skills:
- Experience in Tableau, Python and Alteryx will be a plus
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
