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You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.
Job Responsibilities
- Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Report on efficiency, analytics, and strategy, including location strategy, span of control, and other reporting and analytics. Monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
- Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
- Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
- Proactively partner with stakeholders across the broader finance and business management organization to assist in developing the Corporate Sector’s consolidated monthly financial forecast and annual budget (P&L and Balance Sheet).
- Own the relationship with key Corporate P&A stakeholders, including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A.
- Assist in the Corporate Sector quarterly earnings submission, partnering with Regulators, Firmwide P&A, Investor Relations, Controllership, and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings.
- Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision-making.
- Build and maintain relationships with peers across Corporate P&A to develop broad insight into the businesses across the Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment.
- Design new reports and dashboards to efficiently deliver financial results to senior management, enhancing controls and streamlining processes, and introducing automation where possible.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature,
- Strong technological aptitude, including Excel, PowerPoint, Word and Essbase skills.
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Communication skills – Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
- Organizational ability – Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
- Sound judgment and independent decision making are required.
- Ability to maintain composure in a fast-paced environment and prioritize projects accordingly
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
Preferred qualifications, capabilities, and skills
- Minimum 1 year of work experience, preferably in Financial Services, and/or accounting/controller background
Proven track record for executing on special projects / assignments, often with little lead time or information - Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
Source: JP Morgan Career Page
