Financial Planning and Analysis Associate - Expense and Headcount Management

Financial Analysis – Central Expenses P&A – Associate

Financial Planning & Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards and automation), and advising the line of business leaders on how to increase profitability and efficiencies.

As a Associate, Central Expense & Headcount in Expense Management, you will be responsible for our key financial measures – headcount and expenses, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to interact regularly with the FP&A Managers, the line of business leaders and peers across Finance & Business Management and the business.

Job Responsibilities :

• Develop and track performance metrics, creating presentations, and generally provide financial analysis on a variety of topics to senior management
• Oversee of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamline processes, introducing automation where possible
• Lead process improvement / transformation / dashboarding initiatives for the team and perform efficient reporting, analytics and strategy
• Drive the analysis, design and development of the Expense and Headcount reporting

 

Required qualifications, capabilities and skills :

• Bachelor’s degree in finance or related field and/or CA/CFA/MBA / PGDBM from top Tier Institute is required
• 5+ years of work experience in Financial Services, and experience in FP&A, budgeting, forecasting, and expense management
• Advanced skills in Excel and PowerPoint, advanced knowledge and experience working on Essbase
• Strong verbal and written communication skills with the ability to articulate complex issues clearly & presenting financial insights
• Highly motivated self-starter with excellent time management/prioritization skills and able to thrive and think clearly under pressure and tight deadlines
• Inquisitive, enthusiastic, and diligent team player, capable of challenging peers, detail-oriented, organized, and able to manage multiple priorities
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

 

Preferred qualifications, capabilities and skills : 

• Strong analytical skills and proficiency in financial modeling and Excel
• Business Intelligence and Programming knowledge preferred

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