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

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. 

This role will focus on partnering and supporting the Trust & Security PXT that will include Product, Experience (Design and Data & Analytics) and Technology. It will play a critical role in executing financial processes, analysis, reporting, and maintaining for Trust & Security PXT with strict governance across a large matrixed organization

Job Responsibilities :

Manage continual financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount/resourcing metrics and scenarios/views, along with variance analysis, while providing business rationale for the full Trust & Security PXT financial performance and forecasting.Support the Trust and Security PXT Finance team with monthly reporting, incorporating ad-hoc views, and provide insights across direct and allocation expenses to product F&BMs and Trust & Security leadership.Ensure reports are insightful and contain commentary on key movements and watch items.Provide headcount reporting and planning with requisitions management and vendor management for the respective business managers for Trust & Security business across PXT, and manage the cost center hierarchy and changes requested to the same.Take responsibility for bi-weekly/monthly headcount reporting from the Trust & Security PXT team, inclusive of named joiners and known leavers.Help design new reports and dashboards to efficiently deliver the financial results to senior management, enhancing controls and streamlining processes, and introducing automation where possible. Prepare insightful, high-quality Senior Management presentations.Gain overall knowledge and understanding of the Trust & Security portfolio and its value to CCB and JPMC.Manage allocation reporting/oversight/analysis, assist with vendor spends and accruals in line with forecast and recent spend approvals, and report on the status of business cases.Identify and leverage best practices from other PXT F&BM 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.

Required qualifications, capabilities, and skills

Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with minimum 6 years of post-qualification experienceStrong financial analytical skills – Fusion of Finance and Data Capabilities. Strong Team Management SkillsExcellent partnering skills. Ability to multi-task and work autonomously within team environmentAbility 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 managementAbility to present information in a clear and concise manner that tells the story behind financials in a compelling wayConfident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflictsDetail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable mannerExcellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situationExcellent time management skills and ability to multi task and handle competing priorities under pressureSelf-motivated individual to go beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferableExperience with visualization and reporting tools such as Tableau preferredKnowledge of Tableau and Alteryx will be an added advantage