You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. 

You will be focusing on partnering and supporting the Card Services PXT that will include Product, Experience (Design and Data & Analytics) and Technology. It will play a critical role in executing financial processes, analysis, reporting, and maintaining for Card Services PXT with strict governance across a large matrixed organization

Job Responsibilities :

Manage continual financial processes and reporting, including month-end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views, and variance analysis, providing business rationale for the full Card Services PXT financial performance and forecasting.Support the Trust and Security PXT Finance team with monthly reporting, incorporating ad-hoc views, and provide insights across direct and allocation expenses to product F&BMs and Card Services leadership.Ensure reports are insightful and contain commentary on key movements and watch items.Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for Card Services business across PXT, and manage the cost center hierarchy and changes requested to the same.Take responsibility for bi-weekly/monthly headcount reporting from the Card Services PXT team, inclusive of named joiners and known leavers.Design new reports and dashboards to efficiently deliver financial results to senior management, enhance controls, streamline processes, and introduce automation where possible. Prepare insightful, high-quality Senior Management presentations.Gain overall knowledge and understanding of the Card Services portfolio and its value to CCB and JPMC.Manage allocation reporting/oversight/analysis, assist with vendor spends and accruals in line with forecast and recent spend approvals, and report on the status of business cases.Identify and leverage best practices from other PXT F&BM groups. Provide ad-hoc financial analysis to senior management on a frequent basis.Identify opportunities and recommend improvements for increased process and reporting efficiencies.Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 6+ years of post-qualification experienceStrong financial analytical skills – Fusion of Finance and Data CapabilitiesStrong Team Management SkillsExcellent partnering skills. Ability to multi-task and work autonomously within team environmentAbility to research issues/problems and provide a ‘solution-based’ approach Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior managementAbility to present information in a clear and concise manner that tells the story behind financials in a compelling wayConfident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflictsDetail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable mannerExcellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situationExcellent time management skills and ability to multi task and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferableTiming – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)Knowledge of Tableau and Alteryx will be an added advantage