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Financial Analysis - Associate

  • Job
    Full-time
    Mid Level
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You must be a proactive self-starter with excellent analytical skills, 3+ years FP&A experience, strong Excel proficiency, and the ability to communicate complex concepts clearly.
  • You will analyze financial data, produce reports and presentations, collaborate with stakeholders, manage financial models, and conduct in-depth analyses to support planning and decision-making initiatives.

Requirements

  • Self-starter who is able to work in a fast paced, results driven environment
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
  • Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
  • Excellent organizational, management, and both verbal and written communication skills
  • Strong quantitative, analytical, and problem solving skills
  • Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
  • Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
  • BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
  • At least 3 years of relevant FP&A experience, preferably in the financial services industry
  • Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management. Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Responsibilities

  • Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
  • Create, maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
  • Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
  • Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

FAQs

What is the role of a Financial Analyst in this position?

The Financial Analyst will be responsible for leading the budgeting and forecasting process, producing management reports, and conducting financial analysis to support decision-making for the firm.

What qualifications are required for this position?

Candidates should possess a BA/BS in Finance, Economics, or Accounting, along with at least 3 years of relevant FP&A experience, preferably in the financial services industry.

What skills are preferred for the Financial Analyst role?

Preferred skills include strong quantitative and analytical abilities, proficiency in Excel, PowerPoint, and financial modeling, as well as excellent organizational and communication skills.

Is experience in the financial services industry necessary?

Yes, at least 3 years of relevant FP&A experience in the financial services industry is preferred.

What kind of environment does the Financial Analyst work in?

The Financial Analyst will work in a fast-paced, results-driven environment with frequently changing priorities.

How is collaboration handled within this role?

The Financial Analyst will collaborate with various business partners across P&A, lines of business, and firm-wide teams to ensure effective communication and delivery of financial initiatives.

Are there opportunities for career advancement in this position?

Yes, opportunities for growth and advancement are available depending on performance and contributions within the team and organization.

Does the company support diversity and inclusion in its hiring practices?

Yes, the company is an equal opportunity employer and places a high value on diversity and inclusion, ensuring there is no discrimination based on any protected attribute.

What is the focus of the Corporate & Investment Bank team?

The Corporate & Investment Bank team provides strategic advice, capital raising, risk management, and liquidity solutions to corporations, governments, and institutions in over 100 countries.

Will the Financial Analyst need to create presentations for senior management?

Yes, producing presentations and analysis, along with supporting materials for key internal clients, including senior management, is a part of the job responsibilities.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.