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JPMorgan Finance Analysis Senior Associate 
United States, Texas, Plano 
633328221

18.05.2024

As a Financial Analysis Senior Associate within our Financial Planning and Analysis team, you will be responsible for analyzing, preparing, and reconciling accounting and technical data. You will prepare reports and devise ways to streamline and minimize cycle times through automated applications and process improvement. You will also assist in developing recommendations affecting business procedures and operations, and maintain financial and reporting systems. This role provides an opportunity to contribute to special projects and components of other projects as needed, offering a dynamic and challenging work environment.

Job responsibilities

  • Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Reporting on efficiency, analytics and strategy related to location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments, often with little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines with excellent time management/prioritization skills
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and Finance Planning & Analysis Teams
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely