Product Experience & Technology – Planning & Analysis – Analyst (502)
The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analysis and perspective to senior management, which supports decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.
In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.
One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The PXT P&A team helps to craft the team’s reporting strategy and execute on data visualization and automation initiatives.
Key responsibilities:
Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
Handle adhoc requests coming from senior management on metrics and P&L lines in a timely manner by understanding the context of the requests.
Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
Handle month close related deliverables including review decks and walks.
Support Capitalization & Amortization for the Internally developed Software
Continuously look at opportunities to simplify / automate / Dashboard BAU processes
Skills required/desired for the role:
Proven ability to take initiative, influence others, and achieve results
Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
CA / MBA / CWA with 1-3 years of experience in financial planning and analysis
Strong knowledge of Excel and Powerpoint
Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
Preferred qualifications, capabilities, and skills
Knowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning
About UsJPMorganChase, 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.
Skills Required
- CA, MBA, or CWA qualification
- 1–3 years of experience in financial planning and analysis
- Strong knowledge of Microsoft Excel
- Strong knowledge of Microsoft PowerPoint
- Strong written and oral communication skills
- Ability to communicate effectively with all levels of management and business partners
- Ability to manage multiple changing project deliverables, prioritize independently, execute milestones, and identify roadblocks
- Initiative, influence, and results-oriented execution
- Strong presentation, planning, and interpersonal skills
- Confidence working directly with senior managers and providing counterpoints
- Knowledge or experience with SQL
- Knowledge or experience with Alteryx
- Knowledge or experience with Python
- Knowledge or experience with data science, artificial intelligence, and machine learning
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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