JPMorgan Senior Home Lending Advisor- Salem 

United States, Oregon, Salem 

687052762

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

Job Responsibilities

• Indirect Allocations Management:
  
• Process Coordination:
  Track and coordinate the timing of monthly indirect allocation runs for actuals, forecasts, and budget cycles to ensure accuracy and timeliness.
• Financial Variance Analysis:
  Analyze financial results to identify and explain variances across:
  • Different budget cycles
  • Forecast and outlook cycles
  • Actuals versus forecast and budget
• Cost Center Recertification:
  Lead the annual recertification process for approximately 200,000 CIB cost centers, ensuring compliance and data integrity.
• Business Support & Investigation:
  Assist business units in understanding their financials and the logic behind allocation results, providing clear explanations and actionable insights.
• Technology Engagement:
  Actively participate in technology initiatives, leveraging tools such as Databricks, SAPCO, Advanced Analytics, and Anaplan XL to drive process improvements and enhance analysis capabilities.

Required qualifications, capabilities, and skills

• Self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• (CFA, CPA, MBA a plus)
• At least 3 years of relevant FP&A experience, preferably in the financial services industry