JOB DESCRIPTION
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
ABOUT THE TEAM
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.
As a Central Planning & Analysis Associate within the Finance & Business Management team, you will play a crucial role in providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Join our Finance & Business Management team as a Central Planning & Analysis Associate, where you will play a crucial role in providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Planning & Analysis team is responsible for a wide range of activities, including financial control, forecasting and budgeting, analysis of financial metrics, and delivery of management reporting.
Job responsibilities
- Financial Measures: Manage key financial measures such as expenses, headcount, and financial modeling, delivering value-added financial reporting and analysis.
- Month-End Results: Calculate and consolidate month-end results, forecast for the remainder of the year, and budget for future years.
- Variance Analysis: Perform variance analysis to understand key drivers of results and provide commentary on changes from prior forecasts/budgets.
- Reporting: Produce weekly, monthly, quarterly, and ad hoc reporting of results and drivers for senior management.
- Process Improvement: Enhance controls and streamline processes, introducing automation where possible.
- Project Work: Drive global consistency and create synergies across the team through project work.
Required Qualifications
- Educational Background: Bachelor's degree in Accounting, Finance, or a technical subject.
- Experience: more than 3 years of relevant experience in the Finance and Planning field.
- Technical Skills: Advanced skills in Excel and PowerPoint.
- Personal Attributes: Inquisitive, enthusiastic, diligent, and capable of challenging peers.
- Communication Skills: Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
- Motivation: Highly motivated and able to thrive under pressure and tight deadlines.
- Integrity: Handle highly sensitive and confidential information with integrity.
- Team Player: Ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
Preferred Qualifications
- Knowledge of or experience with Alteryx, BI tools, databases, and SQL Querying.
Why Join Us?
- Strategic Impact: Assist with strategic direction and decision-making across finance teams.
- Leadership Opportunities: Provide leadership across finance teams and interact regularly with Operations and Technology Managers.
- Collaborative Environment: Work closely with peers across Finance & Business Management to identify risks and opportunities.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAM
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.
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