JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB’s business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis.
The CIB CAO Planning & Analysis group provides accurate and timely analysis on the financial performance of the CIB and it business units. The group has global responsibility for budgeting and analysis of compensation and non-compensation expenses. This function includes coordination across front office, support groups, corporate groups, and other LOBs. Financial presentations are regularly prepared for senior management and the CIB Operating Committee.
The Financial P&A Associate oversees the reporting needs of CIB CAO Senior Management, Business Management, and other entities. The role has a high level of interaction with the CIB Technology & Operations CFO, Business Managers, and cross-business Planning and Analysis teams. The candidate must be able to organize, and deliver monthly and ad hoc requests and quickly define views that prompt decisions by Senior Management. The role demands superior analytical skills, presentation skills, technical abilities and flexibility.
The candidate should have solid experience in providing monthly financial analysis that highlights key drivers and dependencies impacting results and the overall health of the organization. The candidate should also have experience collaborating with high-performing teams, a good working knowledge of financial systems and processes, as well as experience with managing extremely large data-sets and using aggregation tools to consolidate data into meaningful reporting views. Candidate should have familiarity with streamlining reporting processes to minimize delivery timelines.
Responsibilities will include the oversight of monthly expense management, analysis of all centrally produced financial management reporting (actual and plan) for CIB Chief Administration Office, assisting in annual budgeting and strategic planning, designing, establishing, and maintaining an efficient and effective MIS infrastructure to support delivery of management information, and oversight and assistance in ad hoc projects.
Successful candidate must demonstrate the following qualities:
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