Global Private Bank Finance and Business Management has a new opening for an Associate.
As a Finance and Business Management Associate within Global Private Bank Finance and Business Management, you will report to the Headcount & Expense Lead and provide consolidated financial analysis and reporting focused on expenses and allocations. As a leader in overall expense reporting, you will coordinate across regional and India-based Finance teams, analyze financial and business metrics, deliver management reporting, enhance reporting initiatives, and develop ad-hoc business performance analyses. You will also serve as a key liaison between regional teams and U.S. partners in Global Private Bank/Asset and Wealth Management Planning & Analysis.
Job responsibilities
- Conduct comprehensive financial analysis and variance analysis on expense trends
- Act as the owner of our allocation model which pushes costs from support groups to the front office using a series of drivers centered around assets, revenue, and other key metrics
- Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
- Act as a lead in future projects to modernize our forecasting process including using tools such as Anaplan
- Maintain control and direct movement of organization hierarchy across the line of business
- Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
- Own, transform and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a related discipline
- 3 plus years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
- Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
- Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
- Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
- Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
- Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
- Experience leading projects, dealing with competing priorities
- Ability to distill complex information in a clear and concise way
- Advanced skills in Excel and PowerPoint
Preferred qualifications, capabilities, and skills
- Professional certifications such as CFA or CPA
- Working knowledge of Alteryx , SQL, Tableau, Anaplan and Thoughtspot
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Similar Jobs
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
