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Company Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, Company 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 Company and Chase brands. Information about Company Chase & Co. is available at Company website.
The Corporate Sector, with an annual operating expense budget of over $10B and headcount of more than 35,000, is managed in two groups: “CTC” (the Chief Investment Office, Treasury and Private Investments), and “Other Corporate” (all other functions). The responsibilities below pertain to Other Corporate only.
The Corporate Sector Finance & Business Management (“CS F&BM”) group provides financial management, business management and reporting support for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Risk, Compliance, Finance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas.
The Corporate Sector Planning & Analysis (P&A) team is a centralized team that partners with the functional teams and supports their CFOs in the 30+ corporate functions that span the Firm. The team coordinates across all Corporate Sector teams and has direct interaction with Firmwide P&A, Investor Relations, the Regulatory Capital Management Office, Resolution & Recovery, Corporate Financial Reporting and the Global Finance & Business Management organization among other groups. The team consists of approximately 80 people, with primary locations in Jersey City, Columbus and Mumbai.
Reporting to the Vice President of Central Planning and Analysis, the Associate will be responsible for developing analytical capabilities, supporting ad-hoc initiatives and building management presentations on a wide range of topics. The support will be tailored to senior leaders throughout the firm; therefore this person must be comfortable with working in a fast paced environment and evolving priorities. In addition, this role will support core forecasting and reporting deliverables across Corporate Sector P&A working with multiple teams to deliver timely, accurate and insightful results.
Serve as a liaison between Firm-wide P&A, Lines of business, Functional Finance teams and other support teams in order to provide impactful Reporting, Planning and insightful analyses
Produce presentations, analysis and supporting materials for key internal clients including Senior management; participate and support ad-hoc special projects and requests as needed.
Development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances.
Create, maintain and review financial models and analyses (both recurring and ad-hoc), Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
Help drive process improvement and forecasting consistency across functions and identify opportunities to increase operational efficiency.
Collaborate with business partners across Corporate Sector P&A, 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: Firm-wide, Functional Finance and Lines of Business teams
The candidate must be a self-starter who is able to work in a fast paced, results driven environment
BA/BS in Finance, Economics, Accounting with at least 3+ years of relevant FP&A experience, preferably in the financial services industry or in a FP&A role in a large organization
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
The 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 are a plus
Partner with allocation team members in implementing automation strategies (dashboard automation, robotics, etc.)
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Detail oriented individual with the ability to work well under pressure and handle 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
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