Financial Analysis - Associate

• As a Financial Associate in our Finance team, you will focus on defining, refining, and achieving set goals for our firm
• Your responsibilities include partnering across the firm to provide financial and strategic analysis, overseeing budgeting and forecasting, and delivering management reports
• You will handle financial control, analyze business metrics, and develop new reporting capabilities like dashboards
• Additionally, you will advise line of business CFOs on enhancing profitability and efficiency
• Your role involves analyzing and reconciling data, preparing reports, and streamlining processes through automation
• You will also contribute to developing business procedure recommendations and maintaining financial systems, while assisting with special projects as needed

Job Responsibilities

• Demonstrate experience in expense and headcount reporting.
• Consolidate financial information from various teams for the preparation of Business EMRs, Quarterly Business Reviews, Monthly PL reports, and business drivers.
• Prepare daily, weekly, and monthly Central PA reports, including trend analysis and variance analysis with commentary.
• Interact with various teams across the USA, accommodating US time zone flexible timing, to gather inputs for various analyses.
• Provide ad-hoc analysis to the JPMC Global Banking finance team.
• Create management review packs organized by segment and region, and customize them as per senior management requirements.
• Exercise expert control over complex Excel spreadsheets related to data extraction, consolidation, and report finalization, involving data extraction from various tools/systems and alignment of information for management analysis reports.
• Generate Excel and PowerPoint-based analyses that provide management with information on trends, major movements, and monthly/quarterly revenue and expense segmentation reports, along with other key measures and commentary.

Required qualifications, capabilities, and skills

• CMA / CA / CIMA / MBA (from reputed college)
• In-depth knowledge in Excel and working knowledge in MS Access PowerPoint is required
• Minimum 5 years experience in the finance domain
• Strong data control and analytical skills with a track record of execution against deliverables
• Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team
• Excellent written and oral communication skills

Preferred qualifications, capabilities, and skills

• Bachelors degree in finance or accounting preferred. Experience on Corporate Business Finance, Management Reporting and similar environment will be considered favorably
• Experience for a large BFSI GIC or Captive will be considered favorably
• Proactive approach to identifying and solving problems, ability to consider multiple dimensions of an issue
• Curious, energetic and highly proactive in nature and always focusing on opportunity arising from situations
• No excuses culture and mindset as a belief system
• Taking responsibility of people/ team and be a helping hand in grooming people to develop