Asset & Wealth Management Technology FP&A-Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
You are a strategic thinker passionate about driving solutions in financial have found the right team.
As a Financial Planning & Analysis Associate within the Asset & Wealth Management Technology FP&A team you will be primarily responsible for leading and coordinating the budgeting and forecasting process including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Job Responsibilities
- Provide accurate and timely financials across various reports and business reviews that will provide clear impactful explanations of operating results and variances based on relevant business drivers and help ensure expense goals are achieved
- Develop consolidate and present insightful and robust financial analysis including annual budget quarterly/monthly forecast variances
- Participate in the global annual planning process for expensesheadcount and allocations including finalizing financial systems by loading the budget numbers
- Support and manage Technology Allocations by understanding various business drivers and the ensuring that the allocations charged are accurate and answer queries by providing satisfactory rationale behind variances observed
- Prepare executive presentations analysis and supporting materials for key internal clients including senior management
- Participate & support ad-hoc analysis by working &analyzinglarge data sets and presenting meaningful information
- Drive process improvement to enhance reporting and gain efficiencies
- Capable of completing reporting and analytics accurately under pressure and tight deadlines
- Build models for expense forecasting and allocations
- Build and maintain strong relationships with key business stakeholders. Proactively take ownership of financial data and elevate any issues
- Be proactive in adapting to the changing business requirements and being able to incorporate all required changes across various reporting requirements
Required qualifications capabilities and skills
- Minimum of CA or an MBA in Finance is required
- The candidate must be a self-starter who is able to work in a fast paced results driven environment
- Strong quantitative analytical and problem-solving skills
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Integrity in handling highly sensitive and confidential information
- Positive attitude and demonstrate intellectual curiosity
- Excellent organizationalskillsability to comprehend & clearly communicate complex concepts and maintain composure in a large group setting with multiple stakeholders
- Sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
Preferred qualifications capabilities and skills
- 7 years of FP&A experience preferably in Financial Services industry
- Advanced skills in Excel and PowerPoint preferably with experience of Hyperion Essbase and Access
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Team oriented inquisitive critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically
- Experience in Tableau Python and Alteryx will be an added advantage
Required Experience:
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
