Corporate Planning

2 months ago


Dallas, United States JPMorganChase Full time

Job Description
Join the Corporate Allocations Planning and Analysis Allocation team that provides analytics, executive level reporting, financial and variance analysis for Corporate Sector Expense Allocations.
As an Associate in the Corporate Allocations Planning and Analysis team, you will be responsible for automating overall process activities, developing analytical capabilities, supporting ad-hoc initiatives, and building senior management presentations for overall corporate expense base. Responsibilities will also include monthly, quarterly, and ad-hoc reporting and analysis in collaboration with Corporate Sector Finance/CFO teams. You will also drive value-added change by simplifying processes, implementing automation, and enhancing analytical support to the lines of business. The support will be tailored to senior leaders throughout the firm; therefore, you must be comfortable working in a fast paced environment with evolving priorities. Effective communication and strong collaboration with and beyond the team are also desirable.
Job responsibilities:

  • Contribute directly and/or collaborate on several high-exposure initiatives through the simplification of key processes, enhancement of analytics & reporting through automated solutions.
  • Serve as a liaison between Global Finance and Business Management groups and other support teams in order to provide impactful reporting and insightful analytics.
  • Provide financial analysis services and produce supporting materials for key internal clients including senior management; participate in ad-hoc projects and requests as needed.
  • Collaborate with business partners across Corporate Sector P&A, Lines of Businesses and the organization to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives integral in the firm financial reporting.


Required qualifications, capabilities and skills

  • Bachelor's degree in Finance, Economics, Accounting
  • 4+ years of relevant experience, in financial services or Technical Support/Analysis to a Financial Planning and Analysis role in a large organization
  • Must have hands on experience with Business Intelligence and workflow tools (Alteryx, Tableau), Advanced Excel skill set, Power Point
  • Alteryx (Advanced), Tableau (Mid to Advance)
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple initiatives simultaneously.
  • Comfortable with frequently changing priorities
  • Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners.
  • Proactive, professional, and a team player


Preferred qualifications, capabilities, and skills

  • Strong Financial Data Analytics and Story telling


#LI-Hybrid
About Us
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.


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