Financial Planning and Analysis Data Transformation - Associate

Posted Yesterday
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead financial planning, forecasting, variance analysis, and management reporting for product areas. Build business cases, dashboards, and ad hoc reports; ensure data quality and controls; drive automation and process improvements; partner with business and senior management to provide insights and support decision-making and special projects.
Summary Generated by Built In

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Finance team, you will spend each day defining, refining, and delivering budgeting, forecasting, and management reporting outcomes that support firmwide decision-making. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of forecasting and budgeting, including analysis of financial and business metrics and development of new reporting capabilities such as dashboards. You will analyze, prepare, and reconcile accounting and technical data, maintain financial and reporting systems, and drive automation and process improvements to streamline cycle times while supporting special projects as needed.

 

Job responsibilities 

  • Partner with Data Product owners and data governance to define data classification, data masking that stay aligned with evolving business needs.
  • Design and enforce fine grained, role based access control across unity catalog to ensure least privilege data access.
  • Manage E-2-E entitlement lifecycle - provisioning periodic review and de-previsioning - while maintaining audit trails for compliance and security reviews.
  • Deliver efficiency reporting, analytics, and strategy, including location strategy, span of control, and related reporting.
  • Monitor key metrics, drive data quality initiatives across the product area, and define future reporting and analytics needs.
  • Support delivery of FP&A data products, ensuring alignment between business needs, data models, and platform capabilities.
  • Strengthen controls and streamline processes by introducing automation where possible.
  • 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
     

 

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 6+ years of work experience, in Financial Services, and/or accounting/controller background
  • Proficient in SQL, Python and Databricks
  • 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 with often little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
About Us

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.

About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Skills Required

  • Bachelor's degree in Accounting, Finance or a technical subject
  • 6+ years of work experience in Financial Services and/or accounting/controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining, gathering and manipulation of data sets
  • Strong verbal and written communication skills
  • Ability to create ad hoc reporting for senior management
  • Proven track record executing special projects with little lead time
  • Highly motivated with excellent time management and prioritization skills
  • Team player able to act as a trusted partner to Business, Finance, and FP&A teams
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
  • Inquisitive, enthusiastic, diligent, and capable of challenging peers

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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