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Salary
You are passionate about forecasting and budgeting, analysis of financial and business metrics you found the right team!
As a Finance and Business Management Rotational Analyst in the Finance and Business Management team you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business Chief Financial Officers (CFOs) on how to increase profitability and efficiencies.
You will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.
Job responsibilities
- Calculation and consolidation of the month-end results, the forecast for the remainder of the year, and the budget for future years
- Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets
- Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management
- Enhance controls and streamline processes, introducing automation where possible
- Work on projects to drive global consistency and create synergies across the team
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature
- Advanced skills in Excel and PowerPoint
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Integrity in handling highly sensitive and confidential information
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
