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 be responsible for expense and headcount budgeting, forecasting, month-end close, and variance analysis, delivering actionable insights against targets. You will own MBR/EMR management reporting and executive storytelling, build business cases, and support ad-hoc analytics to drive efficiency, with strong understanding of allocation/indirect tech cost methodologies. Leverage Excel/PowerPoint and advanced analytics tools (Alteryx, Tableau, SQL, Databricks; Python) and contributes to Data Lake/Data Mesh initiatives to improve governed, self-service reporting for stakeholders.

 

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, the forecast for the remainder of the year, and the budget for future years.
• Accountable in developing management reporting (MBR / EMR) and enhancing the financial reporting and business analysis framework; Understand the key drivers of the results and accordingly presenting commentary.
• Support ad-hoc financial analysis for key functional areas and identify opportunities to improve efficiency.
• Create financial business cases supporting business initiatives.
• Strong understanding of Allocation methodology and Indirect technology expenses allocated to technology and business units.
• Translate financial data into clear executive-ready storylines, highlighting drivers, risks, and actions.
• Building and maintaining 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
• Experienced 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
  

Preferred qualifications, capabilities, and skills

• Proficiency in Excel, PowerPoint, Tableau, Alteryx, Python, SQL will be added advantage 
• Improved user experience for reporting and analysis by helping onboard domains to the Data Mesh and publishing well-governed datasets from the Data Lake.

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