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Financial Analysis - Associate

United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time
Job Description

You are a strategic thinker passionate about driving solutions infinancial analysis. You have found the right team.

Financial Planning& Analysis (FP&A) 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. FP&A 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

  • Managing annual/continual financial planning activities for US Wealth Managment - providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on business financial performance, budgeting, stress testing, and management reports
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, and driving data quality initiatives
  • Creating presentations and providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities, And Skills

  • Master’s degree in Accounting, Finance, or a subject of a technical nature, CFA/CMA/CA/MBA (Finance) an advantage
  • Minimum 4 years’ experience in an analytical and financial role and preferably having worked on Banking products
  • Excellent communication (verbal and written) skills
  • Financial modelling acumen
  • Proficiency in Microsoft Office (especially Excel and PowerPoint)
  • Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python would be an added advantage

Preferred Qualifications, Capabilities, And Skills

  • Knowledge of Tableau and Alteryx will be an added advantage
  • Experience in discounted cash flow valuation a plus
  • Should be flexible to work in EMEA shifts


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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

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. ]]>

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