Strategic Financial Planning & Analysis Associate
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Job Location:
Monthly Salary:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Join our dynamic Finance & Business Management (F&BM) team supporting Wholesale Lending Services where you will collaborate with senior leaders to deliver impactful financial insights and drive strategic objectives. You will play a key role in shaping business outcomes through financial planning analysis and executive-level reporting.
As a Finance / Business Manager Associate in Wholesale Lending Services you will lead budgeting forecasting and financial reporting to support business decision-making. You will partner with leaders across Finance Product Operations Business Management and Data & Analytics to drive financial performance and deliver actionable insights. Your work will help ensure senior management has visibility into key initiatives business metrics and financials contributing to the success of the organization.
Job Responsibilities
- Lead annual budgeting and quarterly forecasting processes ensuring alignment with strategic goals.
- Prepare analyze and present financial reports to senior management on a monthly quarterly and annual basis.
- Develop and maintain financial models for forecasting scenario planning and strategic decision-making.
- Evaluate investment opportunities and prepare business cases to support capital allocation.
- Conduct variance analysis to explain financial results versus budget forecast and prior periods.
- Serve as a trusted advisor to business leaders providing financial guidance and supporting strategic initiatives.
- Identify and implement process improvements to enhance Finance & Business Management (F&BM) efficiency.
- Perform ad hoc financial analysis to support business decisions and special projects.
Required Qualifications Capabilities and Skills
- Bachelors degree in Finance Accounting Business or related field.
- Progressive experience in financial planning and analysis (FP&A) financial analysis or related roles.
- Strong proficiency in Excel PowerPoint and financial modeling.
- Excellent analytical problem-solving and organizational skills.
- Strong verbal and written communication skills with the ability to present complex information clearly.
- Proven ability to work collaboratively across functions and build effective business partnerships.
- High attention to detail and commitment to accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications Capabilities and Skills
- MBA CPA CFA or similar qualifications.
- Experience in financial services or prior FP&A experience.
- Experience with data visualization tools such as Tableau or Power BI.
Required Experience:
IC
Key Skills
- Bidding
- Crane
- Finance Management
- Accountancy
- Avionics
- Blackberry
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
