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 Corporate & Investment Banking [CIB] , you will spend each day defining, refining and delivering set goals for our firm
Your team will be CIB Support and Risk Planning & Analysis, your team manages the periodic (monthly/weekly) updates of the Expense and Headcount forecast, providing updates to CIB Management and Corporate Planning & Analysis. Your team is involved in the monthly, quarterly and year end close process providing details on variances to forecast and period on period variances. The Forecasting team works very closely with the Support group business managers and CFOs across the Finance organization. The Support and Risk Planning & Analysis plays an integral role in the CIB annual budgeting process as well as ad-hoc analysis related to all things Support groups
Job Responsibilities:
Serve as one of the points of contact for the Support group Business Manager and CFOs related to forecast and budget updates.
Work closely with BMs to collect headcount updates and calculate direct expenses budget.
Perform monthly forecast vs actual checks and updates forecast accordingly.
Participate in Monthly, Quarterly, and annual business reviews with CFOs.
Manage Indirect expense allocation in and out from Support and Risk groups.
Manage Standard and alternate hierarchy submission for support groups.
Ensure timely and accurate information delivery. Conduct ad-hoc MIS reporting and analysis, in conjunction with other members of the team.
Desired Candidate Profile:
CA/MBA (Finance).
Minimum of 3-5 years Financial Service industry experience
Excellent communication skills and ability to develop relationship with other teams.
Ability to multi-task multiple requirements under considerable time pressure
Maintain a high degree of accuracy and quality of work
Strong analytical and problem-solving skills
Ability to work with teams across different locations
Strong attention to detail
Proficient in Microsoft Excel
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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
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 Corporate & Investment Banking [CIB] , you will spend each day defining, refining and delivering set goals for our firm
Your team will be CIB Support and Risk Planning & Analysis, your team manages the periodic (monthly/weekly) updates of the Expense and Headcount forecast, providing updates to CIB Management and Corporate Planning & Analysis. Your team is involved in the monthly, quarterly and year end close process providing details on variances to forecast and period on period variances. The Forecasting team works very closely with the Support group business managers and CFOs across the Finance organization. The Support and Risk Planning & Analysis plays an integral role in the CIB annual budgeting process as well as ad-hoc analysis related to all things Support groups
Job Responsibilities:
Serve as one of the points of contact for the Support group Business Manager and CFOs related to forecast and budget updates.
Work closely with BMs to collect headcount updates and calculate direct expenses budget.
Perform monthly forecast vs actual checks and updates forecast accordingly.
Participate in Monthly, Quarterly, and annual business reviews with CFOs.
Manage Indirect expense allocation in and out from Support and Risk groups.
Manage Standard and alternate hierarchy submission for support groups.
Ensure timely and accurate information delivery. Conduct ad-hoc MIS reporting and analysis, in conjunction with other members of the team.
Desired Candidate Profile:
CA/MBA (Finance).
Minimum of 3-5 years Financial Service industry experience
Excellent communication skills and ability to develop relationship with other teams.
Ability to multi-task multiple requirements under considerable time pressure
Maintain a high degree of accuracy and quality of work
Strong analytical and problem-solving skills
Ability to work with teams across different locations
Strong attention to detail
Proficient in Microsoft Excel
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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
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 Planning Analysis |Associate 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.
