Corporate Planning & Analysis Allocations Analyst
| Company | JP Morgan Chase |
|---|---|
| Location | Plano, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- BA/BS in Finance, Economics, or Accounting
- 2+ years of working experience
- Strong analytical skills, including Advanced Excel, PowerPoint
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously
- Excellent written and verbal communications skills with the ability to work and collaborate with internal and external partners
- Strong quantitative, analytical, and problem solving skills.
Responsibilities
- Serve as a liaison between Firm-wide P&A, Lines of business, Functional Finance teams and other support teams in order to provide impactful Reporting and insightful analyses
- Contribute directly and/or collaborate on several high-exposure initiatives through the simplification of key processes, enhancement of analytics & reporting and implementation of automated solutions
- Coordinate and deliver consolidated Other Corporate views to tell an insightful, holistic story in a comprehensive, but succinct manner
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances leveraging Business Intelligence Tool – Tableau and Alteryx
- Create, maintain and review financial models and analyses (both recurring and ad-hoc), Conduct ‘deep dive’ analyses on key issues impacting client to determine root cause and recommend solutions
- Collaborate with business partners across Corporate Sector P&A, Lines of Business and the organization to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders: Firm-wide, Functional Finance and Lines of Business teams
Preferred Qualifications
- Some Visualization and Workflow tools (e.g Tableau, Alteryx) is a plus
- (CFA, CPA, MBA a plus) with 2+ years of relevant experience, preferably in financial services or in a FP&A role in a large organization.