The Corporate Allocations P&A team is an integral part of the CS F&BM group responsible for a wide-range of deliverables including Allocations, Analytics, Initiatives and Firm-wide activities that support the team's ability tell an insightful, holistic story. The team is a specialized function within Corporate Sector P&A which provides operational support, guidance, and oversight for the end-to-end expense allocation process. The team is comprised of Finance professionals in the United States and India who collaborate across the Corporate Sector to develop allocation strategies. Those strategies are then implemented via SAP-CO to distribute expenses out to the lines of business via business drivers and various methodologies. In addition to operational activities, the team conducts ongoing and ad-hoc analytics of allocated expenses and drivers.
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The Associate will be part of the Corporate Sector Central planning & analytics team and responsible for developing analytical capabilities, supporting ad-hoc initiatives and building management presentations on a wide range of topics. Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector functions and Finance/CFO teams. The individual will also have the opportunity to drive value-added change by helping to simplify processes, implement automation, and enhance analytics and customer support to the lines of business. The support will be tailored to senior leaders throughout the firm; therefore this person must be comfortable working in a fast paced environment and with evolving priorities.
Job responsibilities:
- Serve as a liaison between Firm-wide P&A, Lines of business, Functional Finance teams and other support teams in order to provide impactful Reporting and insightful analyses
- Contribute directly and/or collaborate on several high-exposure initiatives through the simplification of key processes, enhancement of analytics & reporting and implementation of automated solutions.
- Coordinate and deliver consolidated Other Corporate views to tell an insightful, holistic story in a comprehensive, but succinct manner.
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances leveraging Business Intelligence Tool - Tableau and Alteryx.
- Create, maintain and review financial models and analyses (both recurring and ad-hoc), Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and recommend solutions
- Collaborate with business partners across Corporate Sector P&A, Lines of Business and the organization to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders: Firm-wide, Functional Finance and Lines of Business teams
Required qualifications, capabilities, and skills:
- BA/BS in Finance, Economics, or Accounting
- 2+ years of relevant experience
- Strong analytical skills, including Advanced Excel, PowerPoint.
- 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.
- Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners.
- Strong quantitative, analytical, and problem solving skills.
Preferred qualifications, capabilities, and skills:
- CFA, CPA, MBA a plus
- Preferred experience in financial services or in a FP&A role in a large organization.
- Experience with Programming languages (SQL, VBA, etc.) is a plus.
- Preferred Visualization and Workflow tools background (e.g Tableau, Alteryx)
ABOUT US
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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.