Asset Management Expense Planning and Analysis Senior Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting budgeting and analysis. This position supports strategic decision-making through detailed expense insights ensuring effective cost control and alignment with business goals.
As an Asset Management - Expense Planning and Analysis - Associate within the Financial Planning & Analysis (FP&A) team you will be responsible for expense and headcount management delivering value-added financial reporting and analysis and assisting with strategic direction and decision making. You will provide leadership across the FP&A teams and interact regularly with FP&A Managers line of business CFOs and peers across Finance & Business Management and the business.
Job responsibilities:
- Handle expense and headcount budgeting reporting forecasting and analysis.
- Perform reporting analytics and strategy - including but not limited to - location strategy span of control reporting and analytics.
- Create financial business cases supporting business initiatives.
- Develop and track performance metrics creating presentations and generally providing financial analysis on a variety of expense related topics to senior management.
- Handle oversight of the process to deliver 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 presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
- Design new reports and dashboards to efficiently deliver the financial results to senior management.
- Enhance controls and streamline processes introduce automation where possible.
Required qualifications capabilities and skills:
- Bachelors degree in Accounting Finance or a subject of a technical nature.
- 4 years of work experience
- Advanced skills in Excel PowerPoint and Anaplan.
- 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.
- 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.
Preferred qualifications capabilities and skills:
- Preferred experience in Financial Services and/or accounting/controller background.
Required Experience:
Senior IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
