JOB DESCRIPTION You are a strategic thinker passionate about driving solutions in Financial Analysis You have found the right team As an Associate in the Sales Planning Analysis Reporting team you will be responsible for maintaining management reports for front office sales creating presentations for the Operating Committee and the Board of Directors and coordinating revenue budgeting and forecasting processes You will engage in competitor benchmarking client profitability analysis and actively participate in transformation initiatives using new technology solutions like Alteryx and Tableau You will collaborate with business partners across various teams to ensure timely and accurate delivery of initiatives while also guiding and upskilling junior team members Job Responsibilities Report periodic revenue numbers to front office sales maintaining sales team and individual scorecards as well as management scorecards Produce presentations for business reviews offsites and townhalls along with analysis and supporting materials for key internal stakeholders including senior management Support and participate in ad-hoc requests as needed Participate in user acceptance testing UAT for system migrations both upstream and downstream Benchmark competitor quarterly revenue submissions under stringent timelines Analyze client profitability and provide associated reporting to senior management Engage actively in the transformation agenda by participating in and adapting to new technology solutions such as Alteryx and Tableau Collaborate with business partners across P A technology teams lines of business and the firm to ensure timely accurate and effective delivery of recurring and ad-hoc initiatives Build and maintain strong relationships with key business stakeholders including sales business managers regional leads firm-wide functional finance and lines of business teams Maintain various sales reference data and controls to ensure the accuracy of revenue numbers in the system Guide and support junior team members by providing direction on prioritization training and upskilling Required qualifications capabilities and skills Self-starter who is able to work in a fast paced results driven environment Sound judgment professional maturity and personal integrity strong work ethic proactive and results-oriented and ability to manage multiple tasks simultaneously Candidate must be comfortable with frequently changing priorities Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced dynamic environment Excellent organizational management and both verbal and written communication skills Strong quantitative analytical and problem solving skills Strong technical and analytical skills including Excel PowerPoint Power BI Business Objects Alteryx and Tableau Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Detail oriented with the ability to work well under pressure handling multiple projects and initiatives simultaneously Team oriented inquisitive critical thinker who anticipates questions from internal clients and senior management Ability to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically Preferred qualifications capabilities and skill At least 4 years of relevant P A experience preferably in the financial services industry ABOUT US JPMorganChase one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the world s most prominent corporate institutional and government clients under the J P Morgan and Chase brands Our history spans over 200 years and today we are a leader in investment banking consumer and small business banking commercial banking financial transaction processing and asset management We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success We are an equal chance employer and place a high value on diversity and inclusion at our company We do not discriminate on the basis of any protected attribute including race religion color national origin gender sexual orientation gender identity gender expression age marital or veteran status pregnancy or disability or any other basis protected under applicable law We also make reasonable accommodations for applicants and employees religious practices and beliefs as well as mental health or physical disability needs Visit our FAQs for more information about requesting an accommodation ABOUT THE TEAM J P Morgan s Commercial Investment Bank is a global leader across banking markets securities services and payments Corporations governments and institutions throughout the world entrust us with their business in more than 100 countries The Commercial Investment Bank provides strategic advice raises capital manages risk and extends liquidity in markets around the world