JPMorgan Chase Bank, N.A. Hiring for Expense Financial Planning & Analysis – Associate at Bengaluru, Karnataka Full Time

Global Finance and Business Management (GF&BM) India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main “pillars” of work – Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.

The Consumer and Community Banking (CCB) Core Planning & Analysis (P&A) team provides direct support to the CCB CFO. This role will support the Expense Team Initiative which is launched with a mandate to develop a fully integrated and evergreen CCB expense and investment framework.

Job Responsibilities :
This expense framework is supported by developing a team that allows both business and finance to map customer and account level expenses to features, initiatives and agile products/teams. The team will leverage many of the existing databases to create a data repository, allowing various analytical cuts of the data. The expense team will help the financial and business management (F&BM) community to perform a wide range of activities including analysis of financial/business metrics, development of new reporting capabilities (e.g. dashboards), financial control, forecasting and budgeting, and providing transparency on profitability and efficiencies.

Work on the analysis, design and development of the Expense Platform. Align agile products to provide transparency and be able to generate product level P&L

Efficiency reporting, analytics, and strategy. Creating financial business cases supporting business initiatives

Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

Oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.

Performing variance analysis to understand the key drivers of the results and presenting commentary to financial planning and analysis managers and line of business CFOs explaining changes from prior forecasts/budgets.

Helping design new reports and dashboards to efficiently deliver the financial results to senior management

Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills

Master’s in finance or economics / CA / CFA / MBA / PGDBM from top Tier institute is required

5+ years of post-qualification experience in planning and analysis

Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase

Strong analytical, critical thinking and problem-solving skills with ability to analyze large data sets and present conclusions concisely

Excellent verbal and written communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions

Highly motivated self-starter, keen attention to detail, and work well under pressure and tight deadlines

Exercise sound judgment and observe the highest degree of confidentiality

Preferred qualifications, capabilities, and skills

Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)

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.