JPMorgan Financial Analysis Senior Associate - Planning & 

United States, Ohio, Columbus 

597645247

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