You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be focusing on partnering and supporting the Cards PXT that will include Product, Experience (Design and Data & Analytics) and Technology. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for Cards PXT with strict governance across a large matrixed organization

Job Responsibilities :

• Manage continual financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, while conducting variance analysis to provide business rationale for the full Cards PXT financial performance and forecasting.
• Support the Cards PXT Finance team with monthly reporting by incorporating ad-hoc views and providing insights across direct and allocation expenses to product F&BMs and Card Services leadership.
• Ensure reports are insightful and contain commentary on key movements and watch items.
• Provide headcount reporting and planning, along with requisitions management and vendor management for the respective business managers for the Card business across PXT, and manage the cost center hierarchy and changes requested to the same.
• Take responsibility for bi-weekly/monthly headcount reporting from the Card PXT team, including named joiners and known leavers.
• Help design new reports and dashboards to efficiently deliver financial results to senior management, while enhancing controls and streamlining processes by introducing automation where possible. Prepare insightful, high-quality Senior Management presentations.
• Gain overall knowledge and understanding of the Card portfolio and its value to CCB and JPMC.
• Manage allocation reporting, oversight, and analysis, assist with vendor spends and accruals in line with forecast and recent spend approvals, and report on the status of business cases.
• Identify and leverage best practices from other PXT F&BM groups. Provide ad-hoc financial analysis to senior management on a frequent basis.
• Identify opportunities and recommend improvements for increased process and reporting efficiencies.
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements.

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 6 years of post-qualification experience
• Strong financial analytical skills - Fusion of Finance and Data Capabilities. Strong Team Management Skills
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Knowledge of Tableau and Alteryx will be an added advantage
• Experience with visualization and reporting tools such as Tableau preferred
• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable