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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Planning & Analysis Reporting- Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

This is an FP&A role within a global bank supporting Equities and Fixed Income with financial and strategic analysis, management reporting, and scorecards. The associate will prepare and reconcile technical data, produce presentations and deep-dive analyses, and partner with business managers and senior management to drive insights. They will develop and enhance reporting capabilities and dashboards while introducing automation and process improvements. The role requires working with tools such as Qlik Sense, Tableau, Alteryx, Macros, SharePoint and Excel and supporting ad-hoc projects.

Compensation
Not specified

Currency: Not specified

City
Mumbai
Country
India

Full Job Description

Location: Mumbai, Maharashtra, India

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

As a Planning & Analysis Reporting- Associate within the Financial Planning and Analysis team, you have found the right team.You will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

  • Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions 
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed 
  • Conduct "deep dive" analysis on key issues impacting client to determine root cause and propose solutions 
  • Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts  by analyzing key research performance metrices. 
  • Work with business partners to design and implement enhancements to existing processes
  • Working on tools like Qlik Sense, Tableau, Alteryx, Macros, Sharepoint for reporting purposes. 
  • Enhancing controls and streamlining processes, introducing automation where possible.

Required qualifications, capabilities, and skills 

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience in Financial Services, and/or accounting/controller background
  • Required Skill - Knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel 
  • Highly motivated self-starter with excellent time management/prioritization skills
Build your career in Financial Analysis while working in the world’s most innovative bank which values creativity and excellence.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Planning & Analysis Reporting- Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Mumbai

Country: India

This is an FP&A role within a global bank supporting Equities and Fixed Income with financial and strategic analysis, management reporting, and scorecards. The associate will prepare and reconcile technical data, produce presentations and deep-dive analyses, and partner with business managers and senior management to drive insights. They will develop and enhance reporting capabilities and dashboards while introducing automation and process improvements. The role requires working with tools such as Qlik Sense, Tableau, Alteryx, Macros, SharePoint and Excel and supporting ad-hoc projects.

Full Job Description

Location: Mumbai, Maharashtra, India

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

As a Planning & Analysis Reporting- Associate within the Financial Planning and Analysis team, you have found the right team.You will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

  • Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions 
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed 
  • Conduct "deep dive" analysis on key issues impacting client to determine root cause and propose solutions 
  • Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts  by analyzing key research performance metrices. 
  • Work with business partners to design and implement enhancements to existing processes
  • Working on tools like Qlik Sense, Tableau, Alteryx, Macros, Sharepoint for reporting purposes. 
  • Enhancing controls and streamlining processes, introducing automation where possible.

Required qualifications, capabilities, and skills 

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience in Financial Services, and/or accounting/controller background
  • Required Skill - Knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel 
  • Highly motivated self-starter with excellent time management/prioritization skills
Build your career in Financial Analysis while working in the world’s most innovative bank which values creativity and excellence.