Financial Analysis - Associate

You are a strategic thinker passionate about driving solutions in planning and analysis. You have found the right team.

As a Planning & Analysis Associate within our Global Tech team at J.P. Morgan, you will spend each day managing the total expense base and performing analysis of financial Budget & Forecast. You will actively participate in business management functions and promote improvements, enhancing controls and streamlining processes. Your role will be integral to our success, contributing to our mission of providing strategic advice and products to prominent corporations, governments, and team members worldwide.

Job Responsibilities

• Manage the total expense base and perform comprehensive analysis of the financial budget and forecast for the designated Technology group within Global Tech, encompassing direct and indirect expenses as well as vendor expense management.
• Develop, consolidate, and present insightful qualitative and quantitative financial analysis, including annual budgets, quarterly and monthly forecast variances, while understanding key business drivers.
• Participate in business management functions such as workforce management, headcount location planning, and other non-financial metrics for the Technology group.
• Create PowerPoint presentations, dashboards, and other reporting materials for clients and the Finance & Business Management team.
• Drive improvements, enhance controls, and streamline processes by introducing automation where possible.
• Build and maintain relationships with both the Regional and Global Technology F&BM community and key service providers across IT lines of business, as well as enterprise functions like human resources, finance, legal, and vendor management.

Required qualifications, capabilities and skills

• Minimum of 7 years of financial / accounting & business management / FP&A experience
• Bachelor’s / Master’s degree in Business, Finance, Accounting or Intermediate/Final qualified CA, CWA or CS
• Advanced skills in Microsoft Office (MSExcel and PowerPoint) and Essbase
• Strong relationship management skills to interface with various stakeholders 
• Detail-oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills necessary

Preferred qualifications, capabilities, and skills

• Prior work experience in Corporate finance / Technology finance preferred
• Working knowledge on Tableau and Alteryx will be an added advantage
• Experience with financial systems (Ariba, Beeline, SAP, Essbase) preferred