Planning & Analysis Reporting- Associate

Posted 7 Days Ago
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Mumbai, Maharashtra
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Associate in Planning & Analysis Reporting, you will provide financial and strategic analysis, coordinate with management, enhance reporting processes, and assist with special projects in Financial Services.
Summary Generated by Built In
Job Description
You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.
As a Planning & Analysis Reporting- Associate within the Financial Planning and Analysis team, you have found the right team.You will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities:
  • Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Conduct \"deep dive\" analysis on key issues impacting client to determine root cause and propose solutions
  • Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts by analyzing key research performance metrices.
  • Work with business partners to design and implement enhancements to existing processes
  • Working on tools like Qlik Sense, Tableau, Alteryx, Macros, Sharepoint for reporting purposes.
  • Enhancing controls and streamlining processes, introducing automation where possible.

Required qualifications, capabilities, and skills
  • Bachelor's degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience in Financial Services, and/or accounting/controller background
  • Required Skill - Knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel
  • Highly motivated self-starter with excellent time management/prioritization skills

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 Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Alteryx
Excel
Macros
PowerPoint
Qlik Sense
Sharepoint
Tableau

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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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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