Do you thrive on analyzing data, streamlining processes, collaborating with business partners, and delivering impactful results? If you're also committed to continuous personal and professional development, this opportunity could be a perfect fit for you! 

 

In this role, you will have the opportunity to partner across the firm to deliver financial and strategic analysis, oversight, and coordination of budgeting and forecasting for the Affluent Banking business within Consumer & Community Banking (CCB).   In this dynamic position, you will have direct ownership of expense management for the J.P. Morgan Private Client business segment, as well as consolidation of financials for Chase Private Client and other Affluent Consumer Bank segments. You will be responsible for key financial measures such as revenue, expenses, headcount, and profitability modeling, delivering value-added reporting and analysis to support business decision-making.

 

As a Finance & Business Management - Senior Associate in the Affluent Banking business within Consumer & Community Banking (CCB), you will be responsible for analyzing, preparing, and reconciling accounting and technical data as well as preparing 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:

Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reportsPerform efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analyticsCreate financial business cases supporting business initiativesPerform reporting on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product areaDevelop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior managementPerform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgetsHelp design new reports and dashboards to efficiently deliver the financial results to senior managementEnhance controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities, and Skills:

Bachelor’s degree in Accounting or Finance 4+ years of work experience in Financial Services, and/or accounting/controller backgroundAdvanced skills in Excel and PowerPointProficiency with data mining/gathering and manipulation of data setsInquisitive, enthusiastic and diligent, and capable of challenging peersStrong verbal and written communication skills with the ability to articulate complex issues clearlyAbility to create ad hoc reporting for senior managementProven track record for executing on special projects / assignments with often little lead time or informationHighly motivated and able to thrive and think clearly under pressure and tight deadlinesTeam player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Preferred Qualifications, Capabilities, and Skills:

Experience using Essbase and General Ledger (preferred, not required)