Financial Analysis- Associate

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

As a Financial Analysis Associate within the Data Tech F&BM team, you will play a critical role in executing financial processes, analysis, and reporting. You will partner with senior technology management to maintain strict governance across a large matrixed organization, providing insights and recommendations to promote financial efficiency and effectiveness.

Job Responsibilities :

• Support all financial processes and reporting, including month-end close, actuals, budgeting, forecasting, and variance analysis for various financial and headcount/resourcing metrics and scenarios within Digital F&BM.
• Provide monthly reporting for Digital F&BM, incorporating ad-hoc views and delivering insights to product F&BMs and Digital leadership.
• Prepare headcount walk forwards, including in-seats, open requisitions, known leavers, and estimated attrition, compared to approved forecasts. Deliver product-level and US/India split views to assist in managing expense impacts and assessing risks and opportunities against the latest budget or forecast. Perform follow-up to confirm completion of agreed actions, such as contractor reductions, closure of old positions, and verification of joiners on hired reports.
• Deliver headcount reporting and planning, manage requisitions and vendor relationships for Digital business managers across CCB, and maintain the cost center hierarchy and requested changes.
• Assist Digital F&BM with workforce position and requisition tracking.
• Take on responsibility for bi-weekly and monthly headcount reporting from the Digital team.
• Gain comprehensive knowledge and understanding of the Digital portfolio and its value to CCB and JPMC.
• Identify and leverage best practices from other CCB PXT F&BM groups.
• Provide ad-hoc financial analysis to senior management on a frequent basis.
• Identify opportunities and recommend improvements to increase 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.

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 5 years of post-qualification experience
• Strong financial analytical skills - Fusion of Finance and Data Capabilities
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• 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

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Experience with visualization and reporting tools such as Tableau preferred
• Timing - 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)
• Knowledge of Tableau and Alteryx will be an added advantage