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Corporate Sector P&A - Financial Analyst - Associate

Company: JPMorgan Chase & Co.
Location: Plano
Posted on: November 25, 2022

Job Description:

The Corporate Sector, with an annual operating expense budget of over $12B and headcount of more than 37,000, is managed in two groups: "CTC" (the Chief Investment Office, Treasury and Strategic Investments), and "Other Corporate" (all other functions). Within Other Corporate, the Corporate Sector Finance & Business Management ("CS F&BM") group provides financial management, business management and reporting support for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Risk, Compliance, Finance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas.

This role is part of the Central Analytics & Reporting team within Corporate Sector Planning & Analysis ("CS P&A") with specific responsibility for analysis and implementation for the Reporting strategy. CS P&A is a centralized team that partners with the functional teams and supports their CFOs in the 30+ corporate functions that span the Firm. Besides coordinating across Corporate Sector teams, the team interacts with Firmwide & Line of Business groups performing Finance & Business Management functions including Reporting and Data management, Regulatory Management, Investor Relations, Stress Testing and finance related functions. CS P&A consists of approximately 60 people, with primary locations in Plano, Jersey City, and Mumbai.

In this position, you'll constantly be learning how to better apply technologies to financial reporting and then sharing your expertise with our partners. You will support team dashboards and coordinate data availability for Budget, Forecast, and other ad hoc needs. As you grow into the role, you will be responsible for the development of recommendations and implementation of automation solutions to drive efficiencies in the semi-automated legacy reporting model, ultimately striking a balance between dashboards and recurring reports. This encompasses improvement and/or rationalization of existing reporting, development of new recurring decks or schedules, and working with colleagues world-wide on the deliverables. To accomplish these tasks, you'll partner across CS P&A to understand the requirements and execute in a timely manner to meet partner needs. Along the way, you'll have the opportunity to work on multiple complex projects, interact with senior leaders throughout the firm, and gain great exposure to multiple functions across Corporate. You should be comfortable working in a fast paced environment with evolving priorities. Re-engineering financial reporting processes, building automation, enhancing controls, and documenting are a key aspects of this role.

Responsibilities Include:

  • Identify, drive, 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

  • Bachelor's degree in Accounting, Finance or a subject of a technical nature (MBA, CFA, CPA, a plus) with at least 2+ years of relevant Financial Analysis and/or Dashboarding experience, preferably 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 preferred), and Visualization/Dashboarding platforms (Tableau preferred). Related RPA & programming skills (UiPath, Python preferred) are a plus.
  • 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 FP&A 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

Keywords: JPMorgan Chase & Co., Plano , Corporate Sector P&A - Financial Analyst - Associate, Professions , Plano, Texas

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