Associate - Financial Analysis

JPMorgan · Banking & Financial Services

Mumbai, Maharashtra, India
On-site
Posted today
Apply by 21 Oct
Finance & Accounting

About the job

Join the Sales Planning and Analysis Reporting team responsible for competitor benchmarking submissions, front office sales reporting, and senior leadership materials. In this role, you will help lead and coordinate the revenue budgeting and forecasting process and deliver accurate, timely reporting under tight deadlines. You will partner closely with product business managers, finance partners, and technology teams to resolve data questions and deliver high-quality outputs. You will also support business reviews and presentations for internal stakeholders, including the Operating Committee and the Board of Directors.

Job summary

As an Associate, Financial Analysis within the Sales Planning and Analysis Reporting team, you will deliver competitor benchmarking submissions, management reporting, and presentation materials for senior stakeholders. You will coordinate quarterly revenue submissions, manage inputs and exclusions with business partners, and address reconciliation breaks and proofing queries. You will support the revenue budgeting and forecasting process and maintain dashboards, scorecards, and reference data to ensure accuracy. You will collaborate across planning and analysis, technology teams, and lines of business to deliver recurring reporting and ad-hoc initiatives, while supporting transformation through tools such as Alteryx and Tableau.

Job responsibilities

Deliver quarterly competitor benchmarking revenue submissions under stringent timelines for Financial Institution and Corporate clients

Liaise with product business managers to finalize exclusions, gather inputs, and review submission numbers

Coordinate with Coalition contacts to manage timelines, new requirements, and product and client taxonomy changes

Respond to proofing queries and investigate reconciliation breaks related to submissions

Update dashboards and downstream tools with revised Coalition results

Maintain periodic reporting for front office sales, including sales team, individual scorecards, and management scorecards

Produce presentations for business reviews, offsites, and townhalls, including analysis and supporting materials for senior stakeholders

Participate in and support ad-hoc requests as needed

Support the transformation agenda by participating in and adapting to technology solutions such as Alteryx and Tableau

Collaborate with partners across planning and analysis, technology teams, lines of business, and the firm to ensure timely, accurate delivery of recurring and ad-hoc initiatives

Maintain sales reference data and controls to support accuracy of numbers in systems and reporting

Required qualifications, capabilities, and skills

Master of Business Administration in Finance, Economics, or Accounting

At least 4 years of relevant planning and analysis experience

Self-starter able to work in a fast-paced, results-driven environment and manage multiple tasks simultaneously

Sound judgment, professional maturity, personal integrity, strong work ethic, and a proactive, results-oriented approach

Ability to comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment

Excellent organizational, management, verbal, and written communication skills

Strong quantitative, analytical, and problem-solving skills

Strong technical skills including Excel, PowerPoint, Power BI, Business Objects, Alteryx, and Tableau

Ability to navigate multiple datasets and synthesize outputs into cohesive presentations and recommendations

Detail-oriented with the ability to work well under pressure while handling multiple projects and initiatives simultaneously

Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management

Preferred qualifications, capabilities, and skills

Planning and analysis experience in the financial services industry

Apply on JPMorgan