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You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
We are key strategic business partners aligned to a product-agile financial model, producing valuable insights and supporting the right decisions for CCB Technology. We have successfully shifted the broader CCB team to operate in the product-agile framework with wide adoption of efficient processes & digital tools. We provide high quality, forward-looking, actionable finance deliverables to enable timely & thoughtful decision making across the Finance, Product, Experience & Technology (PXT) teams and can articulate the rationale on those decisions, while telling a connected story in a meaningful way.
This role will majorly focus on financial management across Home Lending & Auto Product Finance including detailed research and analysis of direct and indirect costs and articulating financial drivers with commentary & solutions to stakeholders. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role.
Role and Responsibilities:
- Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount metrics and scenarios/views, including general ledger, program/project, taxonomy, product, application, allocations and business case financials for the Home Lending & Auto Product Finance teams
- Create decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholder – for both Product lead/ owners and CEO. Create and manage full product expense view. Product portfolio management and connectivity back to Home Lending/ Auto strategy, priorities, and value creation
- Partner with Product Owners/Tech Partners - Product vision, strategy, and roadmap, development & measurement of OKRs. Linkage and full understanding of the cross-product impacts, ensuring connectivity to other product portfolios & JPMC LOBs
- Establish and maintain a product P&L, while ensuring expense optimization and controls across the portfolio, working with Product Finance. Support on integrated product planning, budgeting, governance, and other leadership forums to review performance and drive decisions. Ability to identify and leverage best practices across consumer lending tech reports & analysis
- Ability to learn analytical and reporting tools like Tableau, Alteryx and identify potential opportunities for automation or process improvements
- Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
- Provide ad-hoc financial analysis to senior management on a frequent basis. Identify opportunities and recommend improvements for increased process and reporting efficiencies. Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations. Adhere to internal compliance policies and other business reporting requirements
Required qualifications, capabilities, and skills
- Bachelor’s degree required
- Ability to work with large data sets and perform data mining using analytical tools (some experience of SQL etc. would be helpful)
- Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
- Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
- Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
- Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
- Excellent written and verbal communication skills a must. Individual must be able to work independently as well as in a team situation. Excellent time management skills and ability to multitask and handle competing priorities under pressure. Self-motivated individual to go beyond immediate responsibilities
Preferred qualifications, capabilities, and skills
- Degree in Finance, Accounting or Economics preferred. 7-9 years’ experience in planning and analysis/financial management / accounting environment with previous experience supporting Technology/ Product organizations preferred
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
- Experience with visualization and reporting tools such as Tableau preferred
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
