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Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis 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 Chief Financial Officers on how to increase profitability and efficiencies.

As a Financial Analysis Senior Associate within our Financial Planning and Analysis team, you will be responsible for analyzing, preparing, and reconciling accounting and technical data. You will prepare reports and devise ways to streamline and minimize cycle times through automated applications and process improvement. You will also assist in developing recommendations affecting business procedures and operations, and maintain financial and reporting systems. This role provides an opportunity to contribute to special projects and components of other projects as needed, offering a dynamic and challenging work environment.

Job responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports

• Reporting on efficiency, analytics and strategy related to location 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 generally providing financial analysis on a variety of topics to senior management

• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets

• Helping design new reports and dashboards to efficiently deliver the 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 subject of a technical nature

• 4+ years of work experience

• Advanced skills in Excel and PowerPoint

• Proficiency with data mining/gathering and manipulation of data sets

• Inquisitive, enthusiastic and diligent, and capable of challenging peers

• Strong verbal and written communication skills, with the ability to articulate complex issues clearly

• Ability to create ad hoc reporting for senior management

• Proven track record for executing on special projects / assignments, often with little lead time or information

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines with excellent time management/prioritization skills

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Finance Planning & Analysis Teams

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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