Financial Analysis - Associate

JOB DESCRIPTION

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

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Your role will encompass a wide range of activities, including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities such as dashboards, and advising line of business CFOs on increasing profitability and efficiencies.

You will analyze, prepare, and reconcile accounting and technical data, as well as prepare reports, while continuously devising ways to streamline and minimize cycle times through automated applications and process improvement. Additionally, you will help develop recommendations affecting business procedures and operations and maintain financial and reporting systems. You will also assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities

• Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Oversee efficiency reporting, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
• Create financial business cases to support business initiatives.
• Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
• Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
• Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
• Help design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• 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
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Proven track record for executing on special projects / assignments, often with little lead time or information

Preferred qualifications, capabilities, and skills

• 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

ABOUT US


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.