- As a Financial Associate in our Finance team, you will focus on defining, refining, and achieving set goals for our firm
- Your responsibilities include partnering across the firm to provide financial and strategic analysis, overseeing budgeting and forecasting, and delivering management reports
- You will handle financial control, analyze business metrics, and develop new reporting capabilities like dashboards
- Additionally, you will advise line of business CFOs on enhancing profitability and efficiency
- Your role involves analyzing and reconciling data, preparing reports, and streamlining processes through automation
- You will also contribute to developing business procedure recommendations and maintaining financial systems, while assisting with special projects as needed
Job Responsibilities
- Demonstrate experience in expense and headcount reporting.
- Consolidate financial information from various teams for the preparation of Business EMRs, Quarterly Business Reviews, Monthly PL reports, and business drivers.
- Prepare daily, weekly, and monthly Central PA reports, including trend analysis and variance analysis with commentary.
- Interact with various teams across the USA, accommodating US time zone flexible timing, to gather inputs for various analyses.
- Provide ad-hoc analysis to the JPMC Global Banking finance team.
- Create management review packs organized by segment and region, and customize them as per senior management requirements.
- Exercise expert control over complex Excel spreadsheets related to data extraction, consolidation, and report finalization, involving data extraction from various tools/systems and alignment of information for management analysis reports.
- Generate Excel and PowerPoint-based analyses that provide management with information on trends, major movements, and monthly/quarterly revenue and expense segmentation reports, along with other key measures and commentary.
Required qualifications, capabilities, and skills
- CMA / CA / CIMA / MBA (from reputed college)
- In-depth knowledge in Excel and working knowledge in MS Access PowerPoint is required
- Minimum 5 years experience in the finance domain
- Strong data control and analytical skills with a track record of execution against deliverables
- Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team
- Excellent written and oral communication skills
Preferred qualifications, capabilities, and skills
- Bachelors degree in finance or accounting preferred. Experience on Corporate Business Finance, Management Reporting and similar environment will be considered favorably
- Experience for a large BFSI GIC or Captive will be considered favorably
- Proactive approach to identifying and solving problems, ability to consider multiple dimensions of an issue
- Curious, energetic and highly proactive in nature and always focusing on opportunity arising from situations
- No excuses culture and mindset as a belief system
- Taking responsibility of people/ team and be a helping hand in grooming people to develop
