Financial Planning & Analysis - Associate

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

As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be focusing on partnering and supporting the Connected Banking F&BM team. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for Connected Banking Financials Product with strict governance across a large matrixed organization

Job Responsibilities :

• Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the full Connected Banking Product
• T&E and Other Direct Expense report creation, analysis and distribution – support Connected Banking with monthly reporting, incorporating ad-hoc views, providing insights to product F&BMs and Connected Banking leadership.
• Prepare headcount walk forwards – inclusive of in-seats, open requisitions, known leavers / estimated attrition, compared to approved forecast. Views would include product level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to latest budget or forecast. Perform follow-up to confirm agreed upon actions are completed (contractor reductions, old positions closed, joiners were on hired reports (checking forecast net growth vs actuals)
• Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for Connected Banking business and manage the cost center hierarchy and changes requested to the same
• Assist Connected Banking F&BM team with workforce position and requisition tracking and weekly approvals
• Gain overall knowledge and understanding of Connected Banking portfolio and its value to CCB and JPMC
• Scope to further expand responsibilities to include allocation reporting/oversight/analysis, assistance with vendor spends and accruals in line with forecast and recent spend approvals, as well as reporting on status of business cases
• Ability to identify and leverage best practices from other Product F&BM groups
• Provide ad-hoc financial analysis to senior management on a frequent basis. Identify opportunities and recommend improvements for increased process and reporting efficiencies
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 8 years of post-qualification experience
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• 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 a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities
• Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Knowledge of Tableau and Alteryx will be an added advantage
• Experience with visualization and reporting tools such as Tableau preferred