Financial Planning and Analysis Associate

Home Lending- Financial Planning & Analysis- Associate

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

As a Financial Planning & Analysis Associate within Home Lending Servicing P&A, you will focus on managing stress testing, budgeting, and reporting activities while promoting insightful financial analysis and governance across the organization.

Job Responsibilities: 

 

• Assisting in the centralized execution of Stress Testing activities for Home Lending business.
• Managing the stress testing reporting deliverables and performing deep dive analyses and interpretation of variances
• Conduct detail business and process due-diligence in order to develop the functional requirement documents. 
• Plan the UAT testing, test cases and work with the business users for UAT test execution & assist in developing the training documentation.

• Documenting forecasting models migrating to the strategic forecasting platform as well as receiving sign-offs / approvals from review groups (Business / Firm-wide model documentation review groups). 

  Partnering with tech team to communicate remediate any issues

• Managing continual financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis, providing business rational for the Home Lending Servicing financial performance and forecasting
• Ensure reports are insightful and contain commentary on key movements and watch items
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management. Enhancing controls and streamlining processes, introducing automation where possible. Prepare insightful, high quality Senior Management presentations
• Gain overall knowledge and understanding of Home Lending Servicing portfolio and its value to CCB and JPMC

• Ability to identify and leverage best practices from other Home Lending Groups. 

  Provide ad-hoc financial analysis to senior management on a frequent basis

• Identify opportunities and recommend improvements for increased process and reporting efficiencies. 

  Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. 

  Adhere to internal compliance policies and other business reporting requirements. Servicing P&A Reporting

 

Required qualifications, capabilities, and skills :

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 6+ 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

• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way

• 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. Individual must be able to work independently as well as in a team situation

• Excellent time management skills and ability to multi task and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities

 

Preferred qualifications, capabilities, and skills 

• Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase preferred

• Knowledge of Alteryx, Tableau, SQL, Python, Data bricks preferred

 

 

Comments: This role offers the opportunity to work on high-impact projects, contribute to strategic initiatives, and interact with senior leadership. Flexibility to work US shifts during critical reporting cycles is expected.

Experience Level

Senior Level