Description

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Planning & Analysis- Analyst within the MG&I CARD PXT team, you will play a critical role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. You will focus on partnering and supporting the MG&I CARD PXT that will include Product, Experience (Design and Data & Analytics) and Technology. You will play a critical role in executing financial processes, analysis, reporting, and maintaining for strict governance across a large matrixed organization

Job Responsibilities :

• Managing continual financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis, providing business rational for the Card MG&I financial performance and forecasting
• Support Card MG&I PXT Finance team with monthly reporting, incorporating ad-hoc views, providing insights across direct and allocation expenses to product F&BMs and Card leadership
• Ensure reports are insightful and contain commentary on key movements and watch items
• Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for MG&I business across PXT and manage the cost center hierarchy and changes requested to the same
• Take on responsibility of bi-weekly / monthly headcount reporting from Consumer card team, inclusive of named joiners and known leavers
• Helping design new reports and dashboard s to efficiently deliver the financial results to senior management. Enhancing controls and streamlining processes, introducing automation where possible. Prepare insightful, high quality Senior Management presentations
• 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 2 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

• Experience with visualization and reporting tools such as Tableau preferred. Knowledge of Tableau and Alteryx will be an added advantage
  
  • In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
  • Agentic AI experience for DATA interpretation
  • Timing - 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.