Financial Analysis Associate

Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

• Handle expense and headcount budgeting, reporting, forecasting, and analysis.
• Analyze variances, trends, risks, opportunities, and performance against budget, forecast, and targets; identify key business drivers and sensitivities.
• Deliver month-end results, forecasts for the remainder of the year, and budgets for future years.
• Develop management reporting (MBR/EMR) and enhance the financial reporting and business analysis framework; understand key drivers of results and present insightful commentary.
• Support ad-hoc financial analysis for key functional areas and identify opportunities to improve efficiency.
• Create financial business cases to support business initiatives.
• Demonstrate strong understanding of allocation methodology and indirect technology expenses allocated to technology and business units.
• Build and maintain advanced workflows and dashboards using Alteryx, Tableau, SQL, and Databricks.

Required qualifications, capabilities, and skills

• Chartered Accountant/ MBA (Finance) (or similar educational background) with 5+ years of post-qualification experience
• Strong financial analytical skills – Fusion of Finance and Data Capabilities
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a ‘solution-based’ approach 
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• 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
• Excellent time management skills and ability to multi task and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages

Preferred qualifications, capabilities, and skills

• Proficiency in Excel, PowerPoint, Tableau, Alteryx, Python, SQL
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages

JPMorganChase, 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.

Experience Level

Mid Level