Job Information
JPMorgan Chase Financial Planning & Analysis Senior Associate in Chicago, Illinois
The Commercial Banking Finance & Business Management team supports Middle Office organization and is looking for someone who has penchant for story-telling with financial data and is detail oriented, organized, strategic, analytical and energetic. This is a high-impact opportunity on our Finance & Business Management team ensuring senior management across Commercial Bank have visibility into major initiatives, business metrics and financials to achieve their strategic objectives.
As a Financial Planning and Analysis Senior Associate within the Commercial Bank Middle Office team, you will be providing support to senior Business and Operations leaders and key partners across Commercial Bank Finance, Business Management, Data & Analytics, and Project Management teams to ensure effective end-to-end execution. Your responsibilities will include financial reporting, forecasting and planning, with a particular focus on staffing models, expenses & headcount, and allocation processes.
Job responsibilities
Detail headcount tracking to ensure accurate Position Management/Requisition approvals and reconciliation against current budget and outlook
Partner with Middle Office leadership and Commercial Bank Finance & Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
Prepare accurate and timely monthly financial reporting packages
Take analysis and create executive level presentation using PowerPoint PitchPro+ Coordinate deliverables with business managers, finance, project managers and other Finance & Business Management teams
Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy
Required qualifications, capabilities and skills
Bachelor's degree
4+ years of experience in financial data analysis and story-telling
Ability to work collaboratively; develop strong partnership with multiple levels of employees
Strong presentation skills and ability to tell the story on financials and initiatives
Strong verbal and written communication skills
Ability to produce successful results in a fast-paced environment
Ability to develop strong, positive relationships with business stakeholders
Strong attention to detail and solid work ethic
Excellent problem solving and critical thinking skills with ability to interpret and present complex data
Mature, independent, highly organized, self-motivated and a team player
Strong PowerPoint, Excel, and Word skills
Preferred qualifications, capabilities and skills
- Knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying
#LI-Hybrid
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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