Billing Services and Transformation Financial Analyst – Senior Associate

JPMorgan Chase & Co.

The Global Technology Finance & Business Management team is seeking a senior associate to support the Billing Services and Transformation team. This is a high-exposure opportunity as our Finance & Business Management teams ensure senior management across the firm have visibility into the significant budgets and forecasts the makeup global technology.

As a Billing Services and Transformation Financial Senior Associate on the Billing Services and Transformation team you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting with a specific focus on Enterprise Technology allocations. The team is responsible for a wide range of activities including maintaining the technology demand capture tools; analyzing technology demand for budgets, actuals, and forecast; providing data and reporting to assist both Lines Of Business partners and technology product owners in understanding allocations; developing new reporting capabilities (e.g. dashboards), and advising the line of business and technology Chief Financial Officers on how to increase profitability and efficiencies.

Job responsibilities: 

  • Partner with the technology teams in all areas of financial management with a focus on internal allocations including: budget planning, monthly forecasting and reporting, productivity tracking, run rate analysis, monitoring allocations, and cost recovery
  • Manage annual/continual financial planning activities for product area allocations, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Report on and monitoring key metrics, driving data quality initiatives across the product area, and help define future needs of the product area
  • Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
  • Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Help design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhance controls and streamline 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, preferably in Financial Services, and/or accounting/controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, capable of challenging peers, and able to thrive and think clearly under pressure and tight deadlines
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments with often little lead time or information
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis teams
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

#LI-Hybrid 

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 opportunity 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.

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Confirmed 20 hours ago. Posted 30+ days ago.

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