You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst / Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering key goals for our firm. You will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams support a broad range of responsibilities, including financial control; forecasting and budgeting; analysis of financial and business performance metrics; delivery of weekly, monthly, and quarterly management reporting; development of enhanced reporting capabilities (e.g., dashboards); and advising line of business CFOs on opportunities to improve profitability and efficiency.
You will also analyze, prepare, and reconcile accounting and technical data and produce clear, actionable reports. You will continuously look for ways to streamline processes, reduce cycle times, and improve accuracy through automation and process improvement. In addition, you will help develop recommendations that influence business procedures and operating practices, maintain financial and reporting systems, and support the team with special projects and other priority initiatives as needed.
Job responsibilities
- Manage annual and ongoing financial planning for product areas, including month-end performance, forecasting, consumption/demand planning, budgeting, billing, trend reviews, and exception reporting.
- Deliver efficiency reporting, analytics, and strategy outputs, including location strategy, span of control, and related reporting.
- Create financial business cases to support business initiatives and investment decisions.
- Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytical needs.
- Develop and track performance metrics and produce executive-ready presentations and financial analysis for senior management.
- Perform variance analysis to identify key drivers and provide clear commentary on changes versus prior forecasts and budgets.
- Design and enhance reports and dashboards to deliver financial results efficiently to senior leadership.
- Strengthen controls and streamline processes by introducing automation where possible.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature
- 3+ years of work experience, in Financial Services, and/or accounting/controller background
- Advanced skills in Excel and PowerPoint
- Experience in SQL and Databricks is a must
- Proficiency with data mining/gathering and manipulation of data sets
- Support delivery of FP&A data products ensuring alignment between business needs, data models, and platform capabilities
- Partner with business stakeholders and technology teams to help define requirements, and support lake product owners to drive implementation of scalable data solutions
- Support delivery governance across the lifecycle, including dependency management, risk tracking, release readiness, and ensuring timely execution of committed milestones
- Ensure data quality, stability, and reliability of the product by establishing validation strategies, monitoring health metrics, and driving continuous improvements
- Perform functional testing for newly added features as well as regression testing of existing features, with any new prod release.
- Coordinate and track User Acceptance testing, and signoffs across preprod and prod releases. Drive issue triage, defect follow-ups, and stakeholder communication during testing cycles.
JPMorganChase, 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
- Bachelor's degree in Accounting, Finance, or a technical subject
- 3+ years of work experience in Financial Services and/or accounting/controller background
- Advanced skills in Excel
- Advanced skills in PowerPoint
- Experience in SQL
- Experience in Databricks
- Proficiency with data mining, gathering, and manipulation of data sets
- Ability to support delivery of FP&A data products aligning business needs, data models, and platform capabilities
- Experience partnering with business stakeholders and technology teams to define requirements and implement scalable data solutions
- Experience supporting delivery governance across lifecycle including dependency management, risk tracking, and release readiness
- Ability to establish validation strategies, monitor health metrics, and drive data quality and reliability improvements
- Experience performing functional and regression testing and coordinating User Acceptance Testing and signoffs
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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