The MMBSI Planning & Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for MMBSI 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.
The Senior Associate will be an integral member of MMBSI Planning & Analysis team. The individual will be responsible for running business and financial analytics and reporting for senior members of the MMBSI sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions.
The Senior Associate will be an integral member of MMBSI Planning & Analysis:
Lead the dialogue with senior business leadership as well as stakeholders across the Commercial 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 for financial reporting meetings, quarterly business reviews, and budget
Create, 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
Development, consolidation and presentation of 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
The Senior Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
BA/BS in Finance, Economics, Accounting and corporate finance with at least 3 to 5 years of experience; Management Consulting, Corporate Finance and/or Accounting experience preferred
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 preferred
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
The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
Ability to build strong partnerships with colleagues
JPMorgan Chase & Co., 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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.