JOB DESCRIPTION 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 You will be focusing on partnering and supporting the Card Services 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 Card Services PXT with strict governance across a large matrixed organization Job Responsibilities Manage continual financial processes and reporting including month-end actuals budget forecast of various financial and headcount resourcing metrics and scenarios views and variance analysis providing business rationale for the full Card Services 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 Card Services leadership Ensure reports are insightful and contain commentary on key movements and watch items Provide headcount reporting and planning with requisitions management vendor management for the respective business managers for Card Services 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 Card Services PXT team inclusive of named joiners and known leavers Design new reports and dashboards to efficiently deliver financial results to senior management enhance controls streamline processes and introduce automation where possible Prepare insightful high-quality Senior Management presentations Gain overall knowledge and understanding of the Card Services 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 6 years of post-qualification experience Strong financial analytical skills - Fusion of Finance and Data Capabilities Strong Team Management Skills Excellent partnering skills Ability to multi-task and work autonomously within team environment Ability 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 management Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way Confident and personable attitude with the ability to face off with senior management at all levels influence handle difficult messages problem solve and resolve conflicts Detail oriented individual capable of completing reporting and analytics accurately on a timely basis and in a presentable manner Excellent written and verbal communication skills a must Individual must be able to work independently as well as in a team situation Excellent time management skills and ability to multi task and handle competing priorities under pressure Self-motivated individual to go beyond immediate responsibilities Preferred qualifications capabilities and skills In-depth knowledge of Excel PowerPoint and knowledge of Essbase and SAP preferable Timing - 2 00pm to 11 00pm may change for budget periods adhocs and projects Knowledge of Tableau and Alteryx will be an added advantage 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 prospect 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 Our Consumer Community Banking division serves our Chase customers through a range of financial services including personal banking credit cards mortgages auto financing investment advice small business loans and payment processing We re proud to lead the U S in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction Global Finance Business Management works to strategically manage capital drive growth and efficiencies maintain financial reporting and proactively manage risk By providing information analysis and recommendations to improve results and drive decisions teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet