What are the responsibilities and job description for the Global Banking Planning & Analysis - Senior Associate position at JPMorgan Chase?
The Global Bank Finance Analytics team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for Global Bank and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.
As a Planning & Analysis Senior Associate with the Global Bank, you will be a key member of our Global Bank Finance Analytics team. You will be responsible for running business and financial analytics and reporting for senior members of our Global Bank sub line of business. You will have the opportunity to create, maintain and review financial models and analyses (both recurring and ad-hoc), and conduct "deep dive" analyses on key issues impacting our clients to determine root cause and propose solutions. This role offers you the chance to make a significant impact on our business and help shape our future direction.
Job responsibilities
- Assist with the dialogue with senior business leadership as well as stakeholders across the Global Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
- Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
- Maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue
- Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
Required qualifications, capabilities and skills
- BA/BS in Finance, Economics, Accounting
- 4 years of experience; Management Consulting, Corporate Finance and/or Accounting experience
- Understands a Bank’s balance sheet and P&L
- Experience in corporate financial analytics / understanding of key drivers
- Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
- Excellent oral & written communication and relationship management skills
- Strong technical and analytical skills, including Excel, PowerPoint, Prior Essbase experience
- Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
- Strong work ethic; work well in a fast-paced environment
- Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
- Self-starter and seeks to break the status-quo and initiate improvements where necessary, while building strong partnerships with colleagues
