Job Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm
You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to enhance profitability and efficiencies including Allocations reporting, analysis and review and location strategy.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
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
Efficiency reporting, analytics and strategy - including, but not limited 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
Managing Regulatory reporting – QC for CCAR, Lead bank reporting, LIBOR reporting
Required qualifications, capabilities, and skills:
Minimum of CA or an MBA in Finance is required
13 to 16 years of Finance experience, preferably in Financial Services industry
Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
Experience in creating Tableau dashboards, Python and Alteryx a plus
Strong quantitative, analytical, and problem solving skills
Positive attitude and demonstrate intellectual curiosity
Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Preferred qualifications, capabilities, and skills:
The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multipl. Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities. Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
Integrity in handling highly sensitive and confidential information. Team Lead with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations. Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
As the Financial Analysis professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm
You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to enhance profitability and efficiencies including Allocations reporting, analysis and review and location strategy.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
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
Efficiency reporting, analytics and strategy - including, but not limited 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
Managing Regulatory reporting – QC for CCAR, Lead bank reporting, LIBOR reporting
Required qualifications, capabilities, and skills:
Minimum of CA or an MBA in Finance is required
13 to 16 years of Finance experience, preferably in Financial Services industry
Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
Experience in creating Tableau dashboards, Python and Alteryx a plus
Strong quantitative, analytical, and problem solving skills
Positive attitude and demonstrate intellectual curiosity
Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Preferred qualifications, capabilities, and skills:
The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multipl. Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities. Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
Integrity in handling highly sensitive and confidential information. Team Lead with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations. Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Analysis | Vice President position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
