JPMorgan Senior Lead Software Engineer- AI Platform engineer 

United States, California, Palo Alto 

691243920

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.

This role will focus on partnering and supporting the Trust & Security PXT that will include Product, Experience (Design and Data & Analytics) and Technology. It will play a critical role in executing financial processes, analysis, reporting, and maintaining for Trust & Security PXT with strict governance across a large matrixed organization

Job Responsibilities :

• Manage continual financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, along with variance analysis, while providing business rationale for the full Trust & Security PXT financial performance and forecasting.
• Support the Trust and Security PXT Finance team with monthly reporting, incorporating ad-hoc views, and provide insights across direct and allocation expenses to product F&BMs and Trust & Security leadership.
• Ensure reports are insightful and contain commentary on key movements and watch items.
• Provide headcount reporting and planning with requisitions management and vendor management for the respective business managers for Trust & Security business across PXT, and manage the cost center hierarchy and changes requested to the same.
• Take responsibility for bi-weekly/monthly headcount reporting from the Trust & Security PXT team, inclusive of named joiners and known leavers.
• Help design new reports and dashboards to efficiently deliver the financial results to senior management, enhancing controls and streamlining processes, and introducing automation where possible. Prepare insightful, high-quality Senior Management presentations.
• Gain overall knowledge and understanding of the Trust & Security portfolio and its value to CCB and JPMC.
• Manage allocation reporting/oversight/analysis, assist with vendor spends and accruals in line with forecast and recent spend approvals, and report on the status of business cases.
• Identify and leverage best practices from other PXT F&BM groups. Provide ad-hoc financial analysis to senior management on a frequent basis.
• Identify opportunities and recommend improvements for increased process and reporting efficiencies. Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.
• Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 6 years of post-qualification experience
• Strong financial analytical skills – Fusion of Finance and Data Capabilities. Strong Team Management Skills
• Excellent partnering skills. Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a ‘solution-based’ approach
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Experience with visualization and reporting tools such as Tableau preferred
• Knowledge of Tableau and Alteryx will be an added advantage