Analyst - Financial Planning & Analysis

Role overview

Analyst - Financial Planning & Analysis at JP Morgan

Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality Handle adhoc requests coming from senior management on metrics and P&L lines in a timely manner by understanding the context of the requests.

Responsibilities

• Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
• Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
• Handle month close related deliverables including review decks and walks.
• Support Capitalization & Amortization for the Internally developed Software Continuously look at opportunities to simplify / automate / Dashboard BAU processes Skills required/desired for the role: Proven ability to take initiative, influence others, and achieve results Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
• Strong communication, presentation, planning, and inter-personal skills.
• Confidence to work directly with senior managers to influence direction and provide a counter point.
• In this role, you will be responsible for conducting thorough financial analysis, preparing reports, and providing insights to support strategic decision-making.
• You will collaborate with various departments to ensure accurate financial forecasting, budgeting and contribute to the optimization of financial performance.

Preferred qualifications and skills

• CA / MBA / CWA with 1-3 years of experience in financial planning and analysis Strong knowledge of Excel and Powerpoint Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions Preferred qualifications, capabilities, and skills Knowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning We are seeking a detail-oriented and analytical Financial Analyst to join our dynamic finance team.

Employment details

• Location: Bengaluru [Karnataka] [India]

About the employer

• The team provides financial analysis and perspective to senior management, which supports decision-making.
• The team also contributes to 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.

Additional role details

• Product Experience & Technology – Planning & Analysis – Analyst (502) The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO.
• The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.
• In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams.
• One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team.
• The PXT P&A team helps to craft the team’s reporting strategy and execute on data visualization and automation initiatives.