J.P. Morgan’s Commercial & Investment Bank is a global leader in banking, markets, securities services, and payments, trusted by corporations, governments, and institutions in over 100 countries. We offer strategic advice, capital raising, risk management, and liquidity solutions worldwide. As one of the oldest financial institutions, JPMorgan Chase provides innovative financial solutions to millions of consumers, small businesses, and leading corporate clients. Our success is promoten by the diverse talents of our global workforce, and we are committed to fostering an inclusive environment. We are an equal opportunity employer, valuing diversity and making accommodations for religious practices and disability needs.
Job Description
The CIB Finance & Business Management (F&BM) team is seeking a professional to support the Client Onboarding and Service organization (COS) who has penchant for story-telling with financial data and is detail oriented, organized, strategic, analytical and energetic. This is a high-impact opportunity on our F&BM team ensuring senior management across COS have visibility into major initiatives, business metrics and financials to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management, Data & Analytics and Project Management teams to enable effective end-to-end execution. In this position, the candidate will be responsible for financial reporting, including forecasting and planning, with an emphasis on staffing models, expenses & headcount and allocation processes.
As an Associate within the Corporate and Investment Banking Finance & Business Management team, you will support the Client Onboarding and Service organization by utilizing your expertise in financial data storytelling, organization, and strategic analysis. You will play a vital role in ensuring senior management has insight into major initiatives, business metrics, and financials to achieve strategic goals. Your responsibilities will encompass financial reporting, forecasting, and planning, with a focus on staffing models, expenses, headcount, and allocation processes. You will collaborate with senior Business and Operations leaders and key partners across Corporate and Investment Banking Finance, Business Management, Data & Analytics, and Project Management teams to facilitate effective end-to-end execution.
Job Responsibilities
- Detail headcount tracking to ensure accurate Position Management/Requisition approvals and reconciliation against current budget and outlook
- Partner with COS leadership and CIB F&BM teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
- Preparation of accurate and timely monthly financial reporting packages
- Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
- Coordinate deliverables with business managers, finance, project managers and other F&BM teams
- Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy
Required Qualifications:
- Bachelor’s degree
- Minimum 3-6 years of experience in financial data analysis and story-telling
- Ability to work collaboratively; develop strong partnership with multiple levels of employees
- Strong presentation skills and ability to tell the story on financials and initiatives
- Strong verbal and written communication skills
- Ability to produce successful results in a fast-paced environment
- Ability to develop strong, positive relationships with business stakeholders
- Strong attention to detail and solid work ethic
- Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
- Excellent problem solving and critical thinking skills with ability to interpret and present complex data
- Mature, independent, highly organized, self-motivated and a team player
- Strong PowerPoint, Excel, and Word skills.
Preferred Qualifications
- Knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying.
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.
