financial planner Columbus, NY
Job description
Financial Planning & Analysis is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. Financial Planning & Analysis operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
Job Responsibilities
- Serve as a liaison between Firm-wide Planning & Analysis, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
- 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
- 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 propose solutions
- Collaborate with business partners across Planning & Analysis, lines of business and the firm 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
Required qualifications, capabilities, and skills:
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus). At least 4 years of relevant Financial Planning & Analysis experience, preferably in the financial services industry
- 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
- The 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. Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Strong quantitative, analytical, and problem solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Detail oriented individual 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
#LI-Hybrid
ABOUT USJPMorgan 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.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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, discretionary incentive compensation which may be awarded in recognition of 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.
ABOUT THE TEAM
