We have an exciting opportunity to join our Global Private Bank (GPB) Planning & Analysis (P&A) MIS Control team, where you’ll help deliver high-quality management information and strengthen reporting controls that support key business decisions.
As a Financial Analysis on our Global Private Bank (GPB) Planning and Analysis (P&A) MIS Control team, you will collectively seek to simplify MIS processes and create efficiencies by directing improvement in data tools and implementing best practices. To do this you will be working with the various MIS reporting tools and procedures used in the reporting of revenue, assets and flows, partnering closely with the MIS team, regional and product finance teams. Our time is split on projects impacting our MIS system/platform, the monthly close, organization hierarchies, metrics reporting, and ensuring oversight and integrity across all aspects of MIS reporting.
Job Responsibilities
Collaborate with Product CFO’s, Product Control, Regional finance teams, and the MIS team to oversee the month-end and weekly close of the reporting systems for revenue, assets, and flows.
Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
Assist the Flows, Revenue and Metric Leads with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.
Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.
Required qualifications, capabilities, and skills:
2+ years financial analysis experience in the financial services industry
Project management experience
Desire to learn the technical aspects of revenue, flows and balance reporting
Strong financial and analytical skills, as well as creative problem solving skills
Ability to identify, trouble shoot and investigate reporting anomalies
Exhibits the ability to consistently execute responsibilities independently
Identify priority items and manage multiple deliverables effectively.
Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.
Strong Microsoft Access skills
Bachelors degree in Finance or related discipline
Preferred qualifications, capabilities, and skills:
- Experience with Thoughtspot and essbase is a plus.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- 2+ years financial analysis experience in the financial services industry
- Project management experience
- Desire to learn technical aspects of revenue, flows and balance reporting
- Strong financial and analytical skills and creative problem solving
- Ability to identify, troubleshoot and investigate reporting anomalies
- Ability to consistently execute responsibilities independently
- Ability to identify priorities and manage multiple deliverables effectively
- Advanced Microsoft Excel skills (vlookups, pivot tables, conditional formatting, if-statements)
- Strong Microsoft Access skills
- Bachelor's degree in Finance or related discipline
- Experience with ThoughtSpot and Essbase
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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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