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JPMorgan Financial Planning Analysis - Associate 
India, Maharashtra, Mumbai 
262603514

11.06.2025

You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Financial Analysis professional in our Corporate & Investment Banking, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

  • Serve as the subject matter expert for the Alteryx COE Integration & Scheduling process.
  • Oversee the design, development, and delivery of standard reports, automation workflows, and dashboard tools.
  • Ensure system management, administration, and testing. Manage reference data, user support, communications, training, and inquiry management.
  • Create innovative solutions to meet management reporting needs. Interact with technical teams to enhance and troubleshoot system issues and inefficiencies.
  • Coordinate the collection of system requirements for the consolidated reporting initiative. Assist in QA & UA testing.
  • Develop and manage proof of concept tools (Tableau, Alteryx, etc.) to drive requirements for strategic solutions.
  • Support the heritage toolset and assume responsibilities for user support and data management.
  • Enhance the efficiency and consistency of the reporting environment. Improve ad-hoc reporting capabilities for a broad user community.
  • Build commonly used formulas and variables into the reporting universe.
  • Organize, clearly label, and assign meaningful descriptions to reporting elements. Design supporting databases efficiently to maximize performance.
  • Collaborate with broader sales support and business management teams to design effective solutions for management reporting needs.

Required qualifications, capabilities, and skills:

  • Bachelor’s Degree Required with minimum 4 years of experience in reporting, automation and/or dashboard development
  • Required technical skills : Tableau and Alteryx, Pitchpro+, SAP Business objects, Cognos
  • Innovative, self-motivated and solutions oriented. Extensive working knowledge of system management practices
  • Ability to be flexible, follow tight deadlines, organize and prioritize work and multi-task in a fast paced environment.
  • Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
  • Ability to work with all levels of employees and have a strong presence enabling effective influencing, interaction, and communication with senior management. Proven ability to work independently with minimal guidance. Excellent written and oral communication skills; and demonstrated ability to interact with technical, non-technical, and business members of the organization

Preferred qualifications, capabilities, and skills:

  • Additional Technical skills are a plus: Superior skills in SQL, Python, or other scripting language & Qlik Sense
  • Subject matter knowledge of finance and business management functions and/or banking technologies/infrastructure a plus