DESCRIPTION:
Duties: Support scenario planning, long-term forecasting, and deliver tailored solutions for ad-hoc requests. Demonstrate expertise in JPMC financial systems, processes, and reporting timelines. Identify risks and opportunities to align decisions with firmwide objectives and regulatory standards. Conduct financial planning and forecasting of an expense organization with Financial Planning & Analysis (FP&A) leads, executing agendas for monthly, annual, and multi-year horizons. Month-end close, annual forecasting, and budgeting, focusing on precision and consistency. Analyze financial data across business dimensions such as managed versus non-managed, regional, country, sub-group, and functional group to provide actionable insights. Identify and resolve any business areas of improvements, assisting with projects that drive operational efficiency and financial performance. Translate complex requirements into actionable solutions and deliver results. Drive transparent and strategic cost distribution of expense allocation, collaborating with global teams to manage complexity. Drive automation initiatives to reduce manual tasks and enhance productivity, including designing interactive reporting solutions. Develop and maintain financial dashboards for expenses, allocations, and headcount, integrating data from various platforms. Coordinate financial system migrations, including planning, script development, training, report migration, and testing for seamless transitions and data integrity. Build out a tool to enable consistent and efficient end-to-end FP&A processes across Risk Management & Compliance (RM&C) by reimagining reporting and process frameworks, developing new analytics capabilities, and connecting the entire process for enhanced visibility and strategic alignment.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Engineering (any), Accounting, Finance, Information Systems, or closely related field of study plus 7 years of experience in the job offered or as Financial Analysis or related occupation.
Skills Required: This position requires experience with the following: Budgeting, forecasting, preparing, and analyzing financial statements using Essbase Planning, Excel, VBA, Power Query, Alteryx, and Tableau for a multinational organization with multiple legal entities and diverse lines of business; navigating organizational hierarchies including managing financial processes across various reporting structures and business units, supporting an enterprise workforce spanning multiple business units; managing month-end close and annual budget cycles, ensuring accuracy, timeliness, insightful analysis, and alignment of business objectives using Excel, VBA, Power Query, Alteryx, Tableau, and SQL; handling annual expense allocations of a multinational organization across diverse business units and product lines using Excel, Alteryx, and Tableau; developing and governing transparent allocation methodologies across various business units accounting for multi-region impacts; analyzing cost drivers and providing insights to optimize resource utilization and profitability; building high-impact financial scenarios for planning, sensitivity analysis, and what-if simulations, factoring in multi-currency transactions across global regions using Excel, VBA, and Power Query; architecting and deploying innovative solutions utilizing a range of modern tools and technologies including Excel, VBA, Power Query, Alteryx, Tableau, and SQL to streamline data processing, enhance accuracy, and improve reporting efficiency for financial data retrieval, integration, and upload, supporting a high volume of ad-hoc analytical requests and multiple long-term planning projects annually through automation, and custom reporting frameworks; utilizing Microsoft Excel for financial analysis including advanced formulas, pivot tables, VBA scripting, and Power Query; designing and maintaining dynamic models and interactive dashboards to support data-driven decision-making; synthesizing financial data into clear presentations using PowerPoint and delivering insights and recommendations to executives and stakeholders; developing interactive dashboards and analytical reports using leading BI platforms including Tableau and Power BI; automating data extraction, transformation, and loading using modern user tools including Power Query and Alteryx to improve efficiency and data integrity; and leading finance projects, including process reengineering, system migrations, and automation.
Job Location: 545 Washington Boulevard, Jersey City, NJ 07310. This position requires up to 10% domestic travel for meetings with team members and business stakeholders.
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, discretionary incentive compensation which may be 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. In addition, please visit: https://careers.jpmorgan.com/us/en/about-us.
Full-Time. Salary: $144,500 - $200,000 per year.
About UsWe 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
- Bachelor's degree in Engineering, Accounting, Finance, Information Systems, or a closely related field
- Seven years of experience in the job offered or a related occupation
- Experience with budgeting, forecasting, and financial statement analysis
- Experience using Essbase Planning, Excel, VBA, Power Query, Alteryx, and Tableau for financial analysis
- Experience managing month-end close and annual budget cycles
- Experience with SQL and financial data analysis across multiple business units and reporting structures
- Experience developing expense allocation methodologies and analyzing cost drivers
- Experience building financial scenarios, sensitivity analyses, and what-if simulations
- Experience designing financial models, dashboards, and interactive analytical reports using Tableau or Power BI
- Experience automating data extraction, transformation, loading, and reporting processes
- Experience synthesizing financial data into presentations and delivering recommendations to executives and stakeholders
- Experience leading finance projects involving process reengineering, system migrations, and automation
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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