Financial Planning & Analysis- Analyst
Financial Planning & Analysis- Analyst
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Job Description
Join our Consumer & Community Banking division at JP Morgan Chase where we serve our customers with a range of financial services including personal banking credit cards mortgages and more. Were a leading force in the U.S. market boasting the most-used digital solutions and ranking first in customer satisfaction. This role as part of the Consumer Banking Finance team offers the opportunity to strategically manage capital promote growth maintain financial reporting and manage risk. As an Analyst youll be responsible for delivering key management reports and handling adhoc reporting requests ensuring the company can navigate all market conditions while protecting our fortress balance sheet.
A Job Summary section should be added to the job description following the required format. For example: As a Financial Planning & Analysis- Analyst within the Consumer Banking Finance team you will be responsible for delivering key management reports handling adhoc reporting requests and providing insightful commentary in reports. You will play a key role in producing the Budget decks walks and review material during the annual budgeting cycle. You will also support CCAR Risk Appetite and other regulatory reporting processes as appropriate. This role provides an opportunity to work directly with senior managers and influence direction.
Job Responsibilities
- Produce management reports on a weekly monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
- Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
- Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
- Play a key role in producing the Budget decks walks and review material during the annual budgeting cycle.
- Handle month close related deliverables including review decks and walks.
- Support CCAR Risk Appetite and other regulatory reporting processes as appropriate.
- Continuously look at opportunities to simplify / automate / Dashboard BAU processes
Required qualifications capabilities and skills:
- Proven ability to take initiative influence others and achieve results
- Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables execute toward milestones and identify roadblocks.
- Strong communication presentation planning and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
- CA / MBA / CWA with at least 1 year of experience in financial planning and analysis
- Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
- Strong knowledge of Excel and Powerpoint
Preferred qualifications capabilities and skills
- Knowledge and experience of SQL Alteryx Python Data Science Artificial Intelligence and Machine Learning
Required Experience:
IC
Employment Type
Full-Time
