Financial Planning & Analysis- Analyst
JPMorganChase
Join the Chase Consumer & Community Bank (CCB) PXT organizations, where you'll support businesses serving over 61 million consumers and 4 million small businesses across various sectors. As a key strategic partner, you'll contribute to a product-agile financial model, providing valuable insights for CCB Technology. You'll focus on financial management for Home Lending & Auto PXT Finance, conducting detailed research and analysis to articulate financial promoters and solutions. Strong technical skills and the ability to simplify large data sets are essential for telling the story behind the financials.
As a Financial Planning & Analysis- Analyst within the Chase Consumer & Community Bank (CCB) PXT organizations, you contribute to a product-agile financial model, providing valuable insights for CCB Technology.
Job Responsibilities :
- Own end‑to‑end financial processes and reporting, including month‑end close, actuals, budgets/forecasts, headcount, and multi‑view reporting (GL, program, taxonomy, product, app, allocations, business cases).
- Perform technology expense analytics, executing deep dives across applications, investments, overhead, and corporate to explain drivers and trends.
- Manage budgeting and chargebacks for HL & Auto Tech app/investment portfolios via billing keys; identify beneficiary groups and refine allocation methodologies.
- Analyze GTI spend by applying rate‑by‑volume logic to end‑user consumables, isolating usage versus price impacts.
- Track infrastructure variances by analyzing GTI app infrastructure using MARS/Keystone data; run monthly iCTO connects to identify and address variance drivers.
- Enhance forecast accuracy and monitor technology allocations across contributing groups, implementing improvements to reduce volatility.
- Lead cost‑optimization initiatives for Home Lending and Auto, including product cost tracking, driver identification, app decommissioning, and billing‑key updates.
- Build executive‑ready communications and decks that articulate the financial story and strategy for F&BM and technology leadership (CIO/CFO/CEO).
- Ensure governance, quality, and compliance by maintaining data integrity, accuracy, and timeliness, and adhering to internal reporting requirements.
- Partner across JPMorganChase to develop dynamic reporting; leverage Tableau/Alteryx; share best practices; and automate and streamline processes for continuous improvement.
Required qualifications, capabilities, and skills
- Bachelor’s degree required – degree in Finance, Accounting or Economics
- Experience in planning and analysis/ financial management / accounting environment with previous experience supporting Technology organizations
- In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP
- 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
- Experience with visualization and reporting tools such as Tableau preferred
- Ability to work with large data sets and perform data mining using analytical tools (some experience of SQL etc. would be helpful)
- Timing – 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Drive financial mgmt for Home Lending & Auto PXT Finance: analyze costs, translate drivers into actions, and deliver clear commentary