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JP Morgan Chase

Runs a consumer bank and an investment bank

Financial Analysis Senior Associate - Consumer Banking Field Expense

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeColumbus, OH, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a subject of a technical nature is required.
  • At least 4 years of work experience in Finance, Planning and Analysis, or Business Management is required.
  • Advanced skills in Excel and PowerPoint are required.
  • Proficiency with data mining, data gathering, and manipulating data sets is required.
  • The ability to create ad hoc reporting for senior management is required.
  • A proven track record of executing special projects and assignments, often with little lead time or information, is required.
  • Strong analytical and problem-solving skills, including the ability to analyze large data sets and present conclusions concisely, are required.
  • Candidates must be authorized to work in the United States.
  • The role does not offer employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits, including OPT or CPT.

Responsibilities

  • Manage annual and continual financial planning activities for assigned pillars, providing business rationale and decisions for month-end financial performance and forecasting, and conducting reviews and analysis of financial performance, consumption and demand planning, budgeting, trends, and exception reports.
  • Prepare efficiency reporting, analytics, and strategic insights, including executive summaries, presentations, and performance reporting.
  • Report and monitor key metrics, drive data-quality initiatives, and help define future needs of Consumer Banking Field Finance.
  • Develop and monitor performance metrics, create executive-level presentations, and deliver financial analysis and insights to senior management.
  • Perform variance analysis to identify key drivers of results and present commentary to senior managers explaining changes from prior forecasts and budgets.
  • Enhance controls and streamline processes, introducing automation where possible.
  • Design and enhance reports and dashboards that deliver actionable financial insights to senior management.
  • Analyze, prepare, and reconcile accounting and financial data and prepare reports.
  • Develop recommendations affecting business procedures and operations, and maintain financial and reporting systems.
  • Assist the department and other team members with special projects or components of projects as needed.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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