Job Description
Sales Planning & Analysis Reporting team is primarily responsible for maintaining management reports for front office sales, presentations for the Operating Committee and the Board of Directors, leading and coordinating revenue budgeting and forecasting process.
Primary Responsibilities
• Periodic reporting of revenue numbers to front office sales including maintaining of sales team & individual scorecards as well as management scorecards
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc requests as needed
• Competitor benchmarking quarterly revenue submissions under stringent timelines
• Active involvement in transformation agenda by participating and adapting to new technology solution like Alteryx & Tableau
• Collaborate with business partners across P&A, technology teams, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: sales business managers, regional leads, firm-wide, functional finance and lines of business teams
• Timely maintenance of various sales reference data & controls for accuracy of revenue numbers in the system
Qualifications
• Self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 3 years of relevant FP&A experience, preferably in the financial services industry
• 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
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• 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
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
Primary Responsibilities
• Periodic reporting of revenue numbers to front office sales including maintaining of sales team & individual scorecards as well as management scorecards
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc requests as needed
• Competitor benchmarking quarterly revenue submissions under stringent timelines
• Active involvement in transformation agenda by participating and adapting to new technology solution like Alteryx & Tableau
• Collaborate with business partners across P&A, technology teams, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: sales business managers, regional leads, firm-wide, functional finance and lines of business teams
• Timely maintenance of various sales reference data & controls for accuracy of revenue numbers in the system
Qualifications
• Self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 3 years of relevant FP&A experience, preferably in the financial services industry
• 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
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• 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
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
💡 Quick Summary
Seeking a career-building opportunity? The Sales Marketing PA|Client Reporting|Associate position is now open for candidates interested in the Counter Sales 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 Counter Sales Jobs is a plus.