You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Planning & Analysis Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will serves as a strategic analytical resource to help senior executives understand, manage, forecast and plan the financial profitability of the business. You will be responsible for managing the monthly and quarterly forecast, CCAR Stress testing, earnings press release process, and annual budget/mid-year forecast reporting. T
Job Responsibilities:
- Ensure data integrity and accuracy in all reporting and forecasting.
- Proactively analyze trends, research issues, and respond to inquiries.
- Provide detailed financial results and an overview of the Cards P&L to senior management, CFO, and CCB Marketing team.
- Conduct analyses to understand variances and incorporate findings into financial commentaries.
- Provide informative business financial information and coordinate business financial planning and budget management.
- Present results and recommendations clearly and concisely.
- Demonstrate strong quantitative, critical thinking, and analytic skills; possess excellent quantitative and analytical problem-solving abilities; exhibit confidence with finance and accounting concepts; and effectively comprehend and communicate complex concepts in a fast-paced, dynamic environment.
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Required qualifications, capabilities, and skills :
- Bachelor's degree in Accounting/Finance/Economics or other related majors.
- Minimum 2 years in Finance/Accounting, management consulting or other financial/analytic roles
- Strong interpersonal, verbal and written communication skills
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
Preferred qualifications, capabilities, and skills:
- Knowledge of Alteryx and Tableau will be an added advantage
- Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)
- CFA a plus
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 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.
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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.