Financial Analysis Senior Associate - Client Onboarding & Service
Aumni
Join the JPMorganChase Commercial & Investment Bank (CIB) for an exciting opportunity to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Finance & Business Management (F&BM) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of regular management reporting, development of new reporting capabilities, and advising the line of business (LOB) on how to increase profitability and efficiencies, largely centered around headcount.
As an Associate Finance Manager in the Client Onboarding & Service (COS) organization, you will analyze, prepare, and reconcile financial and headcount data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities
- Maintain detailed headcount tracking to ensure accurate Position Management and Requisition approvals and reconciliation against current budget and outlook
- Partner with COS leadership and F&BM teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
- Prepare efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
- Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
- Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts and budgets
- Help design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities and skills
- Bachelor’s degree
- 3+ years of work experience in Accounting, Finance, Planning & Analysis, Business Management, or a related field
- Advanced skills in Excel and PowerPoint
- Strong attention to detail and solid work ethic
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects and assignments with often little lead time or information
- Team player with the ability to be respected as a trusted partner for the Business and F&BM teams
- Highly motivated self-starter with excellent time management and prioritization skills, and ability to able to thrive under pressure and tight deadlines
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, capabilities and skills
- Knowledge of or experience with Paragon, Alteryx, BI tools, databases, and SQL Querying is a plus
- 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).
- The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Provide strategic financial analysis along with forecasting, budgeting, timely reporting, and development of new reporting capabilities