Financial Planning and Analysis Associate - Securities Services

Securities Services P&A Associate

As a Securities Services P&A Associate in Financial Analysis, you would be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and 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 advising the line of business CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

• Managing annual and rolling financial planning activities for product areas; providing business rationale and decisions for month-end financial performance and forecasting; conducting reviews and analysis on product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reports
• Reporting, analytics and strategy, including (but not limited to) implementing strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and providing financial analysis on a variety of topics to senior management (including ad hoc reporting)
• Performing variance analysis to understand key drivers of results and presenting commentary to senior managers, explaining changes from prior forecasts and budgets
• Helping design new reports and dashboards to efficiently deliver financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance, or a technical discipline
• Advanced Excel and PowerPoint skills
• Proficiency with data mining/gathering and manipulation of datasets
• Strong analytical and problem-solving skills; able to analyze large datasets and present conclusions concisely
• Strong verbal and written communication skills; able to articulate complex issues clearly
• Inquisitive, enthusiastic, and diligent; capable of constructively challenging peers
• Proven track record of executing special projects/assignments with limited lead time or information
• Highly motivated self-starter with excellent time management/prioritization; able to thrive under pressure and tight deadlines
• Team player; respected as a trusted partner to Business, Finance, and FP&A teams

Preferred qualifications

• 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background

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.