Logo of Huzzle

Home

Matches

Explore

Manage

Financial Analysis - Associate

image

JP Morgan Chase & Co.

19d ago

  • Job
    Full-time
    Expert Level
  • Accounting & Tax
    Banking & Finance

AI generated summary

  • You should have 10+ years in finance, a CA/CFA/MBA, strong analytical skills, excellent communication, proficiency in Excel, and experience with tools like Tableau and SAP.
  • You will support financial processes, perform variance analysis, create review decks for management, ensure reporting accuracy, and identify process improvements and best practices.

Requirements

  • Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 10+ years of post-qualification experience
  • Experience in planning and analysis/financial management / accounting environment.
  • Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
  • Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
  • Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
  • Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
  • Excellent written and verbal communication skills a must
  • Individual must be able to work independently as well as in a team situation
  • Excellent time management skills and ability to multi task and handle competing priorities under pressure
  • Self-motivated individual to go beyond immediate responsibilities
  • In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
  • In depth knowledge and experience preferred with visualization and reporting tools such as Tableau, Alteryx.

Responsibilities

  • Support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, as well as variance analysis for the P&A function of the Technology business.
  • Dive deep into the Cost Allocations process and ensure reports are insightful, containing commentary on key movements and watch items.
  • Create financial review decks for senior management that clearly articulate the financial story and strategy to the F&BM and technology stakeholders.
  • Identify and leverage best practices from other tech F&BM groups.
  • Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics.
  • Provide ad-hoc financial analysis to senior management on a frequent basis.
  • Identify opportunities and recommend improvements for increased process and reporting efficiencies.
  • Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.
  • Adhere to internal compliance policies and other business reporting requirements.

FAQs

What are the main responsibilities of a Financial Analysis Associate?

The main responsibilities include supporting financial processes and reporting, managing the Cost Allocations process, creating financial review decks for senior management, identifying best practices, providing ad-hoc financial analysis, and ensuring data integrity in all financial reporting.

What qualifications are required for this position?

Required qualifications include a Chartered Accountant/CFA/MBA (Finance) or similar educational background with 10+ years of post-qualification experience, experience in planning and analysis or financial management, and excellent communication skills.

What skills are emphasized for this role?

Key skills include the ability to present financial information clearly, detail orientation, time management skills, self-motivation, and the ability to work both independently and in a team setting.

Are there preferred technical skills for candidates?

Yes, preferred technical skills include in-depth knowledge of Excel and PowerPoint, familiarity with Essbase and SAP, and experience with visualization and reporting tools such as Tableau and Alteryx.

What type of work environment can I expect?

You can expect a collaborative work environment that engages with senior management and various stakeholders, emphasizing communication, influence, and problem-solving.

Is there an opportunity for professional development and growth in this role?

Yes, the position offers opportunities for professional development by providing insights and recommendations to senior management and driving process improvements, all while working in a leading finance organization.

What is the company’s stance on diversity and inclusion?

The company places a high value on diversity and inclusion, ensuring equal opportunity for all applicants and employees and making reasonable accommodations for various needs.

Will I be required to work under pressure?

Yes, the role requires handling competing priorities under pressure while maintaining accuracy and timeliness in reporting and analytics.

What is the scope of the Consumer & Community Banking division?

The Consumer & Community Banking division serves Chase customers through various financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, and more.

What should I expect during the interview process for this position?

The interview process typically includes discussions about your financial analysis experience, technical skills, problem-solving capabilities, and ability to communicate and present financial information effectively.

image

JP Morgan Chase & Co.

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.