Financial Analysis Senior Associate

JPMorgan Chase; Plano (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading financial institution located in Plano, TX is seeking a Financial Manager to join their team. This role involves analyzing financial data, creating reports, and providing insights for strategic decisions. Candidates should have at least a Bachelor's degree and 4+ years of relevant experience. Strong skills in Excel and PowerPoint are essential. The firm promotes diversity and career development within its Finance and Business Management organization.

Benefits

Competitive benefits and compensation

Professional growth opportunities

Qualifications

• Interest in financial analysis and management.
• 4+ years of working experience required.
• Self-motivated individual to go beyond immediate responsibilities.

Responsibilities

• Analyze financials to identify opportunities for improvement.
• Create various financial and management reports as directed.
• Prepare insightful presentations for management meetings.

Skills

Financial analysis

Strategic planning

Decision making

Oral communication

Written communication

Education

Bachelor's Degree or equivalent experience

Tools

Excel

PowerPoint

Essbase

SAP

Tableau

Job description

Overview

Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP. Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX. This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data. Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co.

As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk. By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet. At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity. We encourage professional growth and career development and offer competitive benefits and compensation. If you're ready to channel your passion for Financial Management into meaningful work, apply today.

Responsibilities

• Analyze financials to understand business drivers and identify opportunities to improve
• Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
• Interpret and analyze large data sets to prepare insightful presentations for business reviews and senior management meetings
• Working knowledge of AI/ML industry trends and experience preferred
• Assist in analytical ad-hoc requests and support various stakeholders
• Deliver clear and concise communication and work products to business partners
• Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives

Required qualifications, capabilities, and skills

• An interest in financial analysis and management
• Working experience with strategic planning, issue resolution and negotiation
• Skills in strategic thinking, decision making, oral and written communication skills
• Advanced knowledge of Excel, PowerPoint
• Self-motivated individual to go beyond immediate responsibilities
• Bachelor's Degree or equivalent experience
• 4+ years working experience

Preferred qualifications, capabilities, and skills

• Experience with Essbase, SAP and Tableau preferred

As a member of AWM F&BM you are an integral part of our efforts 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, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

At JPMorgan Chase & Co. we value the unique skills of every employee, and we're building a Finance and Business Management organization that thrives on diversity. We encourage professional growth and career development, and offer competitive benefits and compensation. if you're ready to put your passion for Financial Management to work in a way that makes a real difference, apply today.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.