Corporate & Investment Bank: Finance & Business Management – Central Planning & Analysis: Client Profitability - Associate
1 week ago
Join our dynamic Financial Planning & Analysis team as a Corporate & Investment Bank Associate, where you'll lead the budgeting and forecasting process, driving strategic decisions through insightful profitability analysis. As a key player in our Central Planning & Analysis: Client Profitability team, you'll collaborate with firmwide groups to prepare impactful management reports and presentations, influencing the future direction of our business. Take ownership of end-to-end project implementation, enhancing our internal reporting platform and delivering critical insights to senior management, while ensuring data accuracy and robust governance. Leverage your expertise in upstream and downstream applications to support our lines of business, providing solutions and delivering ad hoc reports that highlight client performance and profitability.
As a Corporate & Investment Bank: Finance & Business Management – Central Planning & Analysis: Client Profitability - Associate within the Financial Planning & Analysis team, you will be primarily responsible for leading and coordinating the budgeting and forecasting process. You will work closely with firmwide groups in each line of business to prepare management reports and presentations. You will also own end-to-end implementation of projects that enhance functionality and reporting, collaborate with LOBs on any issues, and deliver various adhoc reporting for senior management. This role provides an opportunity to leverage your understanding of upstream and downstream applications, and to contribute to strategic decisions through profitability analysis.
Job Responsibilities
- Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesale Client Profitability (WCP) by leveraging understanding of upstream and downstream applications to WCP
- Collaborate with LOBs on any issues and provide support
- Deliver various adhoc reporting for senior management such as for low performing clients, client attributable and sponsors
- Support end to end project delivery by understanding the business needs and translating into concrete programs and deliverables.
- Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
- Prepare and present profitability analysis to the front office and other key stakeholders to enable them to take strategic decisions on future direction.
- Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation
Required qualifications, capabilities, and skills:
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- Experience in the consolidation, review, analysis, and presentation of client financials
- Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
Preferred qualifications, capabilities, and skills:
- Previous experience in a finance / planning role in banking or financial services strongly preferred
- 3+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers preferred
- QL & Tableau preferred
- Experience with internal financial systems such as Cognos; Essbase and Paragon
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. 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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