Financial Planning & Analysis Automation Innovation Associate - JPMorgan Chase
Plano, TX
About the Job
Join our dynamic team at Corporate Sector Finance & Business Management as a Central Analytics & Reporting specialist and play a key role in re-engineering financial reporting processes and directing operational efficiency! As part of Corporate Sector Planning & Analysis, you'll partner with functional teams and senior leaders across the firm, utilizing your analytical and technical skills to produce insightful presentations and dashboards, and implement automation solutions to meet evolving business needs.
Job Summary:
As a Financial Planning and Analysis Associate within the Central Analytics & Reporting team, you will be responsible for the analysis and implementation of the Reporting strategy. You will collaborate with functional teams and support CFOs across 30+ corporate functions. Your role will involve interaction with Firmwide & Line of Business groups performing various finance and business management functions. You will contribute to the development of automation solutions to enhance efficiency in semi-automated legacy reporting models. This includes improving existing reporting, developing new recurring decks or schedules, and collaborating with global colleagues on deliverables. You will support team dashboards and coordinate data availability for Budget, Forecast, and other ad hoc needs. As you grow in your role, you will work on multiple complex projects, interact with senior leaders, and gain exposure to multiple functions across the Corporate sector. You will be expected to thrive in a fast-paced environment with evolving priorities, focusing on re-engineering financial reporting processes, enhancing controls, and documenting changes.
Job responsibilities:
+ Identify, direct, build, and maintain process improvement and automations including planning & analysis financial reporting dashboards to increase operational efficiency
+ Support ad-hoc special financial analytical projects and requests as needed
+ Produce presentations, analysis and supporting materials for senior management that summarize plans and progress
+ Provide timely and concise updates and escalate issues appropriately
+ Enhance controls and improve risk environment, including maintaining appropriate documentation on key processes that you own
Required qualifications, capabilities, and skills:
+ Bachelor's degree in Finance, Accounting or a subject of a technical nature (MBA, CFA, CPA) with at least 3+ years of relevant Financial Analysis and/or Dashboarding experience, in Financial Services
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely using automation. Tools include:Microsoft Office (Excel with Essbase & PowerPoint), Data Gathering/Manipulation tools (Alteryx & SQL)
+ Strong verbal and written communication skills, with the ability to articulate complex issues clearly
+ Proven track record for executing on special & ad-hoc projects / assignments for senior management
+ Team player with the ability to be a respected, trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
+ Highly motivated self-starter with excellent time management/prioritization skills
+ Thrives in an environment that is fast-paced during the reporting cycle or when major deliverables are due
Preferred qualifications, capabilities, and skills:
+ Visualization/Dashboarding platforms (Tableau preferred). Related RPA & programming skills (UiPath, Python)
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Job Summary:
As a Financial Planning and Analysis Associate within the Central Analytics & Reporting team, you will be responsible for the analysis and implementation of the Reporting strategy. You will collaborate with functional teams and support CFOs across 30+ corporate functions. Your role will involve interaction with Firmwide & Line of Business groups performing various finance and business management functions. You will contribute to the development of automation solutions to enhance efficiency in semi-automated legacy reporting models. This includes improving existing reporting, developing new recurring decks or schedules, and collaborating with global colleagues on deliverables. You will support team dashboards and coordinate data availability for Budget, Forecast, and other ad hoc needs. As you grow in your role, you will work on multiple complex projects, interact with senior leaders, and gain exposure to multiple functions across the Corporate sector. You will be expected to thrive in a fast-paced environment with evolving priorities, focusing on re-engineering financial reporting processes, enhancing controls, and documenting changes.
Job responsibilities:
+ Identify, direct, build, and maintain process improvement and automations including planning & analysis financial reporting dashboards to increase operational efficiency
+ Support ad-hoc special financial analytical projects and requests as needed
+ Produce presentations, analysis and supporting materials for senior management that summarize plans and progress
+ Provide timely and concise updates and escalate issues appropriately
+ Enhance controls and improve risk environment, including maintaining appropriate documentation on key processes that you own
Required qualifications, capabilities, and skills:
+ Bachelor's degree in Finance, Accounting or a subject of a technical nature (MBA, CFA, CPA) with at least 3+ years of relevant Financial Analysis and/or Dashboarding experience, in Financial Services
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely using automation. Tools include:Microsoft Office (Excel with Essbase & PowerPoint), Data Gathering/Manipulation tools (Alteryx & SQL)
+ Strong verbal and written communication skills, with the ability to articulate complex issues clearly
+ Proven track record for executing on special & ad-hoc projects / assignments for senior management
+ Team player with the ability to be a respected, trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
+ Highly motivated self-starter with excellent time management/prioritization skills
+ Thrives in an environment that is fast-paced during the reporting cycle or when major deliverables are due
Preferred qualifications, capabilities, and skills:
+ Visualization/Dashboarding platforms (Tableau preferred). Related RPA & programming skills (UiPath, Python)
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Source : JPMorgan Chase
