Job Description

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Planning & Analysis Associate within Home Lending Servicing P&A, you will focus on managing stress testing, budgeting, and reporting activities while promoting insightful financial analysis and governance across the organization.

Job Responsibilities

Assisting in the centralized execution of Stress Testing activities for Home Lending business.
Managing the stress testing reporting deliverables and performing deep dive analyses and interpretation of variances
Conduct detail business and process due-diligence in order to develop the functional requirement documents.
Plan the UAT testing, test cases and work with the business users for UAT test execution & assist in developing the training documentation.
Documenting forecasting models migrating to the strategic forecasting platform as well as receiving sign-offs / approvals from review groups (Business / Firm-wide model documentation review groups).

Partnering with tech team to communicate remediate any issues

Managing continual financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis, providing business rational for the Home Lending Servicing financial performance and forecasting
Ensure reports are insightful and contain commentary on key movements and watch items
Helping design new reports and dashboards to efficiently deliver the financial results to senior management. Enhancing controls and streamlining processes, introducing automation where possible. Prepare insightful, high quality Senior Management presentations
Gain overall knowledge and understanding of Home Lending Servicing portfolio and its value to CCB and JPMC
Ability to identify and leverage best practices from other Home Lending Groups.

Provide ad-hoc financial analysis to senior management on a frequent basis

Identify opportunities and recommend improvements for increased process and reporting efficiencies.

Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.

Adhere to internal compliance policies and other business reporting requirements. Servicing P&A Reporting

Required Qualifications, Capabilities, And Skills

Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 6+ years of post-qualification experience
Strong financial analytical skills – Fusion of Finance and Data Capabilities
Excellent partnering skills. Ability to multi-task and work autonomously within team environment
Ability to research issues/problems and provide a solution-based approach
Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
Excellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situation
Excellent time management skills and ability to multi task and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities

Preferred Qualifications, Capabilities, And Skills

Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)
In-depth knowledge of Excel & PowerPoint and knowledge of Essbase preferred
Knowledge of Alteryx, Tableau, SQL, Python, Data bricks preferred

Comments: This role offers the opportunity to work on high-impact projects, contribute to strategic initiatives, and interact with senior leadership. Flexibility to work US shifts during critical reporting cycles is expected.

About Us

JPMorganChase, 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. 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.

About The Team

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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Home Lending- Financial Planning & Analysis- Associate

Home Lending- Financial Planning & Analysis- Associate