Headcount Associate - Global Private Bank
JPMorganChase, Plano, TX, United States
Job Description
We have an exciting opportunity to join our JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team where you will report directly to the Headcount & Expense lead, providing consolidated financial analysis and reporting largely centered around headcount. As a leader in overall headcount reporting, you will play a pivotal role in coordinating across the regional and India-based Finance teams, performing analysis of financial/business metrics, delivering management reporting, enhancing reporting initiatives, and developing ad‑hoc business performance analysis. You will also act as a key conduit between the regional teams and US partners in GPB/Asset & Wealth Management P&A. As an Associate on our Global Private Bank team, you are an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk.
Responsibilities
Conduct comprehensive financial analysis and variance analysis on business headcount trends.
Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations.
Act as a lead in future projects to modernize our forecasting process, including using tools such as Anaplan.
Maintain control and direct movement of organization hierarchy across the line of business.
Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets.
Own, transform, and modernize the current reporting package using analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights.
Required Qualifications, Capabilities, And Skills
Bachelor’s degree in Accounting, Finance or a related discipline.
Minimum of 3 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting, or a related function in Financial Services.
Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve.
Provide a high level of responsiveness to executive ad‑hoc requests related to results, presentation development, and analysis to key stakeholders.
Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams.
Detail oriented, strategic thinker with skills in analysis, data synthesis, and acute decision making.
Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders.
Experience leading projects, dealing with competing priorities.
Ability to distill complex information in a clear and concise way.
Advanced skills in Excel and PowerPoint.
Preferred Qualifications, Capabilities, And Skills
Professional certifications such as CFA or CPA.
Working knowledge of Alteryx, SQL, Tableau, Anaplan, and ThoughtSpot.
Eligibility and Employment Eligibility Statement To be eligible for this role, you must be authorized to work in the United States. JPMorgan Chase & Co. does not offer any type of employment-based immigration sponsorship for this role.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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Responsibilities
Conduct comprehensive financial analysis and variance analysis on business headcount trends.
Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations.
Act as a lead in future projects to modernize our forecasting process, including using tools such as Anaplan.
Maintain control and direct movement of organization hierarchy across the line of business.
Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets.
Own, transform, and modernize the current reporting package using analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights.
Required Qualifications, Capabilities, And Skills
Bachelor’s degree in Accounting, Finance or a related discipline.
Minimum of 3 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting, or a related function in Financial Services.
Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve.
Provide a high level of responsiveness to executive ad‑hoc requests related to results, presentation development, and analysis to key stakeholders.
Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams.
Detail oriented, strategic thinker with skills in analysis, data synthesis, and acute decision making.
Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders.
Experience leading projects, dealing with competing priorities.
Ability to distill complex information in a clear and concise way.
Advanced skills in Excel and PowerPoint.
Preferred Qualifications, Capabilities, And Skills
Professional certifications such as CFA or CPA.
Working knowledge of Alteryx, SQL, Tableau, Anaplan, and ThoughtSpot.
Eligibility and Employment Eligibility Statement To be eligible for this role, you must be authorized to work in the United States. JPMorgan Chase & Co. does not offer any type of employment-based immigration sponsorship for this role.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
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