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CIB F&BM Technology Financial Analysis- Associate

Req #: 180007001
Location: Brooklyn, NY, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB’s business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis.

CIB Technology Product Control Overview

The CIB Technology Product Control organization’s core objectives are to provide central leadership for expense budgeting and forecasting, drive process improvement across Finance & Business Management (F&BM), and otherwise provides financial oversight and governance for Technology.  The team is the central source of driving senior management reviews across multiple areas of the firm and supporting business strategy through meaningful, forward looking expense analytics. 

Position Description

The Finance Associate will be a key partner in ensuring accurate and controlled reporting and expense analytics, linking financial performance to business drivers, and facilitating senior management presentations across a variety of stakeholders.  The Associate will regularly interact with various levels of the Technology F&BM organization and gain a breadth of exposure and experience across the various Technology and Business areas within CIB.  The Associate with be heavily encourage to help suggest and interject changes into the organization to help it become more effective and efficient. 

  • Coordinate the annual planning process as well as the monthly forecasting process
  • Provide meaningful analytics and other reporting, communication of process across the organization, and management of the Technology Product Control team agenda
  • Produce executive-level presentations and management reporting on expense actuals, forecasts, and variances to plan / prior periods.  The Associate will link business drivers and Technology projects to financial performance
  • Drive a suite of financial analytics around historical performance and forward looking projections.  The Associate will be vital in suggesting the right tools to accomplish this
  • Highlight expense risks and opportunities across each area of Technology
  • Lead the financial management responsibilities of the Management CTO inclusive of headcount & expense planning
  • Ensure financial infrastructure is well governed and produces the right answer
  • Drive reporting standardization / simplification across the organization by centralizing processes and procedures across the organization
  • Adhoc projects with senior management exposure

  • Minimum Education
    • Bachelor degree
  • Desirable Education (i.e. CPA, MBA, CFA)
    • MBA and/or Masters Certificate a plus
  • Minimum years of experience within Financial Services or Technology organization
    • 3-5 years of relevant industry experience with strategic financial analysis for global organizations
  • Technical skills (i.e. Excel, PowerPoint)
    • Advanced MS Office (PowerPoint and Excel)
    • Financial system experience (Essbase, Paragon, etc)
  • Interpersonal/communication skills (i.e. organization, influencing, presentation)
    • Must have a collaborative and participative style
    • Professionalism, sensitivity, discretion and sound decision-making skills coupled with the ability to interact at senior executive levels are essential
    • Ability to prioritize, multi task and drive the agenda under pressure
    • Ability to simplify complex sets of data into key net messages for senior management
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