Planning and Analysis - Analyst

related queries in line with expense policies, contributing to expense initiatives and reviews, setting up and managing expense approval limits on smart approval

• Managing annual/continual financial planning activities for product areas, providing business rationale 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 reports

• Calculate and consolidate the month-end results, the forecast for the remainder of the year, and the budget for future years

• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets

• Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management

• Enhance controls and streamline processes, introducing automation where possible

• Work on projects to drive global consistency and create synergies across the team

• Managing Regulatory reporting - QC for CCAR, Lead bank reporting, International reporting

Required qualifications, capabilities, and skills:

• Bachelor's degree in Accounting, Finance or a subject of a technical nature

• Inquisitive, enthusiastic and diligent, and capable of challenging peers

• Strong verbal and written communication skills, with the ability to articulate complex issues clearly

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines

• Integrity in handling highly sensitive and confidential information

• Team 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 in creating Tableau dashboards, Python and Alteryx is a must

• Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and MS Access.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.