As a Global Corporate Banking Planning and Analysis Lead in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will join the Global Finance and Business Management organization, assisting with Finance reporting and analysis. You will assist with Finance reporting and support the budget and forecast process and will learn core business processes, build new capabilities, develop metrics/management reporting, and provide decision support via ad hoc reporting. You will have the opportunity to work on high-impact initiatives that help drive efficiency across the Global Corporate Banking organization.
Job Responsibilities
- Lead the financial planning and analysis processes for the Global Corporate Banking in India.
- Develop and manage financial models to support business planning and decision-making.
- Analyze financial performance, identify trends, and provide actionable insights to senior management
- Lead and mentor a team of finance professionals, fostering a culture of high performance and continuous improvement.
- Prepare daily, weekly, and monthly 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 Corporate 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 12 years experience in the finance domain, with 4+ years of experience leading teams
- 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 we'll as contribute to the broader team
- Experience working with client profitability data
- 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
