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· Financial Analysis

Consumer & Community Banking - Planning and Analysis - Senior Associate

JPMorgan Chase

Senior · 2+ yrsOn-site · Wilmington, DE, United StatesListed 14d ago
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How to stand out for Consumer & Community Banking - Planning and Analysis - Senior Associate at JPMorgan Chase

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Experience Senior · 6+ yrs (2+ years)

About the role

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Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions. Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions As a Senior Associate in Consumer Banking P&A, you…

What you will do

  • Support key financial activities including recurring financial reporting, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and business resiliency
  • Perform variance analysis and refine financial storytelling that provides key drivers of the results versus prior forecasts/budgets
  • Coordinate and prepare materials for leadership meetings (e.g., Business Reviews) and external forums (i.e., Investor Day, industry conferences)
  • Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)
  • Enhance controls and identify process improvement opportunities (e.g., streamline processes, introduce automation, develop new reporting) to efficiently deliver financial results to senior management

What they are looking for

  • Bachelor’s degree in Accounting, Finance, or related field
  • 2+ years of professional experience in financial planning and analysis, with demonstrated ownership of recurring financial reporting/forecasting deliverables and experience analyzing P&L and balance sheet drivers
  • Advanced Microsoft Office skills (Excel and PowerPoint)
  • Strong analytical, critical thinking, and problem-solving skills; ability to distill large quantities of information (both data and qualitative content) into main takeaways
  • Excellent relationship management skills and ability to drive change across a large, complex organization
  • Ability to multi-task, work well under pressure, and maintain keen attention to detail
  • Ability to communicate and present to partners and senior leaders (both oral and written)
  • Team-oriented, observes the highest degree of confidentiality, with a passion for driving quantifiable business results

Nice to have

  • Experience with financial systems such as Essbase and Hyperion, or willingness to learn

Before you apply

  • Must be authorized to work in the United States without employment-based immigration sponsorship.
financial planning and analysisforecastingvariance analysisfinancial reportingbudgetingP&L analysisbalance sheet analysisrelationship managementExcelPowerPointMicrosoft OfficeEssbaseHyperion
Full posting text

Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions.

Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions

As a Senior Associate in Consumer Banking P&A, you will partner with P&A and other finance teams across the business to understand business and financial results and support the financial analytics and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. You will also contribute to the analyses that support public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

Job responsibilities

Support key financial activities including recurring financial reporting, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and business resiliency

Perform variance analysis and refine financial storytelling that provides key drivers of the results versus prior forecasts/budgets

Coordinate and prepare materials for leadership meetings (e.g., Business Reviews) and external forums (i.e., Investor Day, industry conferences)

Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)

Enhance controls and identify process improvement opportunities (e.g., streamline processes, introduce automation, develop new reporting) to efficiently deliver financial results to senior management

Required qualifications, skills, and capabilities:

Bachelor’s degree in Accounting, Finance, or related field

2+ years of professional experience in financial planning and analysis, with demonstrated ownership of recurring financial reporting/forecasting deliverables and experience analyzing P&L and balance sheet drivers

Advanced Microsoft Office skills (Excel and PowerPoint)

Strong analytical, critical thinking, and problem-solving skills; ability to distill large quantities of information (both data and qualitative content) into main takeaways

Excellent relationship management skills and ability to drive change across a large, complex organization

Ability to multi-task, work well under pressure, and maintain keen attention to detail

Ability to communicate and present to partners and senior leaders (both oral and written)

Team-oriented, observes the highest degree of confidentiality, with a passion for driving quantifiable business results

Preferred qualifications, skills, and capabilities:

Experience with financial systems such as Essbase and Hyperion, or willingness to learn

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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JPMorgan Chase

Financial Services

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an

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