Reporting & Automation - Retail Banking - Senior Associate
JPMorgan Chase & Co., Columbus, OH, United States
Global Finance & Business Management works to strategically manage capital, foster growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and promote decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
As aReporting & Automation Senior Associatefor the Consumer Bank, you will analyze, prepare, and reconcile financial and business results, as well as develop and automate reports and processes to streamline operations and minimize cycle times. You will leverage advanced Excel skills and have a preference for experience with Python, VBA, and Alteryx to foster automation and process improvement. You will collaborate with peers and colleagues across the broader Consumer Bank Finance organization on special projects and reporting initiatives, delivering actionable insights and supporting business decision-making.
Job responsibilities
Assist in National field performance financial analysis and reporting
Develop, automate, and maintain reporting solutions using Excel, Python, VBA, and Alteryx to improve efficiency and accuracy
Collaborate effectively across all Consumer & Community Banking field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
Conduct as-needed financial analysis based on senior management requests and develop presentation materials
Manage the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
Assist with process improvement initiatives and identify opportunities for automation across reporting and analytics
Maintain superior controls and resiliency standards
Required qualifications, capabilities and skills
At least 4 years of experience in Finance, Analytics or Process Improvement
Bachelor’s Degree in Finance, Data Analytics, Statistics, or related field
Advanced proficiency in Excel
Experience with data analytics, data mining/gathering, and manipulation of data sets; ability to present conclusions concisely
Proficient in PowerPoint and reporting/presentation deck creation
Highly organized and attentive to detail
Advanced analytical, problem solving, and planning skills
Solutions-oriented and focused on continuous improvement
Excellent written and verbal communication skills and advanced presentation skills
Experience with process improvement and automation
Inquisitive, enthusiastic, and diligent, with the ability to challenge peers constructively
Preferred qualifications, capabilities and skills
Experience with Python, VBA, and Alteryx
Proven ability to take initiative and achieve results
Skilled and comfortable at working in a highly matrixed organization
Ability to manage multiple (and changing) project deliverables at same time
Business savvy and commercial judgment
Business savvy and commercial judgment
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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As aReporting & Automation Senior Associatefor the Consumer Bank, you will analyze, prepare, and reconcile financial and business results, as well as develop and automate reports and processes to streamline operations and minimize cycle times. You will leverage advanced Excel skills and have a preference for experience with Python, VBA, and Alteryx to foster automation and process improvement. You will collaborate with peers and colleagues across the broader Consumer Bank Finance organization on special projects and reporting initiatives, delivering actionable insights and supporting business decision-making.
Job responsibilities
Assist in National field performance financial analysis and reporting
Develop, automate, and maintain reporting solutions using Excel, Python, VBA, and Alteryx to improve efficiency and accuracy
Collaborate effectively across all Consumer & Community Banking field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
Conduct as-needed financial analysis based on senior management requests and develop presentation materials
Manage the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
Assist with process improvement initiatives and identify opportunities for automation across reporting and analytics
Maintain superior controls and resiliency standards
Required qualifications, capabilities and skills
At least 4 years of experience in Finance, Analytics or Process Improvement
Bachelor’s Degree in Finance, Data Analytics, Statistics, or related field
Advanced proficiency in Excel
Experience with data analytics, data mining/gathering, and manipulation of data sets; ability to present conclusions concisely
Proficient in PowerPoint and reporting/presentation deck creation
Highly organized and attentive to detail
Advanced analytical, problem solving, and planning skills
Solutions-oriented and focused on continuous improvement
Excellent written and verbal communication skills and advanced presentation skills
Experience with process improvement and automation
Inquisitive, enthusiastic, and diligent, with the ability to challenge peers constructively
Preferred qualifications, capabilities and skills
Experience with Python, VBA, and Alteryx
Proven ability to take initiative and achieve results
Skilled and comfortable at working in a highly matrixed organization
Ability to manage multiple (and changing) project deliverables at same time
Business savvy and commercial judgment
Business savvy and commercial judgment
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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