Analyst - Financial Analysis

Role overview

Analyst - Financial Analysis at JP Morgan

This role goes beyond traditional MIS reporting: you will directly extract data from the data warehouse using SQL , reconcile across sources, and translate operational and financial signals into decision-ready insights for Finance and senior stakeholders.

Responsibilities

• You will partner with Finance and Program teams to standardize definitions, improve data integrity, and enable consistent governance reporting across the transformation portfolio.
• Perform reconciliations across systems (program tools vs finance/warehouse datasets); investigate and explain variances, identify root causes, and track issues through resolution with partner teams.
• Support Finance partners by translating business questions into clear analytical requirements and producing accurate, explainable outputs aligned to finance definitions and controls.
• Provide insight-led commentary for leadership forums: highlight key movements, risks, bottlenecks, and actions needed , supported by data.
• Contribute to dashboards and visualization deliverables where needed (e.g., ThoughtSpot/Power BI/Tableau) and drive process improvements to reduce manual effort and improve refresh reliability.

Required qualifications

• Required qualifications, capabilities, and skills ~2–4 years of experience in financial analysis, reporting, business intelligence, or an analytical finance support role.

Preferred qualifications and skills

• Experience with one or more Intelligent Automation tools (preferred).

Employment details

• Location: Bengaluru [Karnataka] [India]

Application details

• Apply data controls and governance standards, including documentation, validation checks, lineage clarity, and change traceability.

Additional role details

• Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
• We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
• As a Financial Analyst within the Consumer Banking team in Bengaluru, you will support reporting and analytics for Branch Network Transformation initiatives —specifically New Builds, Branch Consolidations, and Branch Relocations .
• Job responsibilities Build and own reporting for New Builds, Consolidations, and Relocations by first understanding underlying data structures and source tables, extracting required data (SQL/Databricks), defining key cuts/segmentations, and developing meaningful KPIs and insights for governance and finance reporting.
• Develop and maintain SQL queries and Python-based workflows to support recurring reporting, ad-hoc analysis, and automated validation/reconciliation routines.
• Define, calculate, and maintain standardized performance and execution metrics (e.g., plan vs actual milestone attainment, cycle-time/aging, slippage indicators, exception flags) to support governance and forecast discussions.
• Strong proficiency in SQL (complex joins, CTEs, aggregations, window functions) with ability to extract directly from data warehouse/Databricks environments.
• Working proficiency in Python for data transformation, reconciliation, and analytical workflows.
• Demonstrated experience working with complex datasets across multiple systems and resolving inconsistencies in definitions and outputs.
• Ability to structure and communicate analysis clearly to finance and non-technical stakeholders (clear narrative, drivers, and implications).
• Strong Microsoft Excel skills for analysis and validation.
• Exposure to finance concepts such as P&L, cost drivers, allocations, cost center structures, and reporting hierarchies; experience supporting governance routines is a plus.
• Bachelor’s degree or equivalent experience.
• Financial Analysis, extracting, reconciling, and analyzing Branch Network Transformation data (New Builds, Branch Consolidations, and Relocations) across systems, ensuring data quality and enabling finance and program reporting.