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JPMorgan Financial Analysis Senior Associate - Planning & 
United States, Ohio, Columbus 
597645247

22.09.2024

Job responsibilities

  • Distill and refine financial storytelling by drilling below surface level to identify key drivers of business trends
  • Curate materials for leadership business reviews and external forums (i.e. Earnings Call, Investor Day and industry conferences)
  • Create ad-hoc analytics and presentations for senior management (i.e. Leadership Offsite, competitor analysis)
  • Develop excel tools to project and evaluate long-term financial trajectory for the Banking & Wealth Management business
  • Assist in the budget development and review process
  • Drive change by introducing alternative reporting solutions including defining dashboard requirements, automation of tasks, etc.
  • Enhance consistency and efficiency across existing processes and reporting to meet evolving business needs

Required qualifications, capabilities and skills

  • Bachelor’s degree in Accounting/Finance or related field
  • 3+ years of experience in financial analysis or finance type function
  • Ability to multi-task, work well under pressure, and keen attention to detail
  • Excellent relationship management skills and ability to drive change across a large, complex organization
  • Strong analytical, critical thinking, and problem-solving skills
  • Ability to distill large quantities of information (both data and qualitative content) into key takeaways
  • Self-starter willing to take initiative and drive results
  • Exercises sound judgment and observes the highest degree of confidentiality
  • Ability to communicate and present to partners and senior leaders (both oral and written)
  • Expert knowledge of Microsoft Office (PowerPoint and Excel)

Preferred qualifications, capabilities and skills

  • Knowledge of Hyperion Essbase helpful, but not required
  • Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)
  • Experience in a planning and analysis function helpful, but not required