Product Experience & Technology - Planning & Analysis - Analyst (502)
The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analysis and perspective to senior management, which supports decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.
In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The PXT P&A team helps to craft the team's reporting strategy and execute on data visualization and automation initiatives.
Key responsibilities:
- Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
- Handle adhoc requests coming from senior management on metrics and P&L lines in a timely manner by understanding the context of the requests.
- Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
- Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
- Handle month close related deliverables including review decks and walks.
- Support Capitalization & Amortization for the Internally developed Software
- Continuously look at opportunities to simplify / automate / Dashboard BAU processes
Skills required/desired for the role: - Proven ability to take initiative, influence others, and achieve results
- Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
- Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
- CA / MBA / CWA with 1-3 years of experience in financial planning and analysis
- Strong knowledge of Excel and Powerpoint
- Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
Preferred qualifications, capabilities, and skillsKnowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning
ABOUT USJPMorganChase, 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 TEAMOur 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.
